MADFX vs. VYM
Compare and contrast key facts about Matrix Advisors Dividend Fund (MADFX) and Vanguard High Dividend Yield ETF (VYM).
MADFX is managed by Matrix Advisors Funds Trust. It was launched on Oct 13, 2016. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MADFX or VYM.
Correlation
The correlation between MADFX and VYM is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
MADFX vs. VYM - Performance Comparison
Key characteristics
MADFX:
1.87
VYM:
2.09
MADFX:
2.66
VYM:
2.95
MADFX:
1.34
VYM:
1.38
MADFX:
2.86
VYM:
3.82
MADFX:
8.67
VYM:
10.99
MADFX:
2.59%
VYM:
2.08%
MADFX:
12.04%
VYM:
10.88%
MADFX:
-33.17%
VYM:
-56.98%
MADFX:
-0.12%
VYM:
0.00%
Returns By Period
In the year-to-date period, MADFX achieves a 6.87% return, which is significantly higher than VYM's 5.42% return.
MADFX
6.87%
3.31%
9.03%
21.91%
8.11%
N/A
VYM
5.42%
2.13%
10.11%
21.46%
10.92%
10.16%
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MADFX vs. VYM - Expense Ratio Comparison
MADFX has a 1.23% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
MADFX vs. VYM — Risk-Adjusted Performance Rank
MADFX
VYM
MADFX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matrix Advisors Dividend Fund (MADFX) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
MADFX vs. VYM - Dividend Comparison
MADFX's dividend yield for the trailing twelve months is around 1.90%, less than VYM's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MADFX Matrix Advisors Dividend Fund | 1.90% | 2.03% | 2.10% | 2.23% | 2.10% | 2.61% | 2.87% | 1.81% | 2.06% | 0.33% | 0.00% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.60% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
MADFX vs. VYM - Drawdown Comparison
The maximum MADFX drawdown since its inception was -33.17%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for MADFX and VYM. For additional features, visit the drawdowns tool.
Volatility
MADFX vs. VYM - Volatility Comparison
Matrix Advisors Dividend Fund (MADFX) has a higher volatility of 2.79% compared to Vanguard High Dividend Yield ETF (VYM) at 2.63%. This indicates that MADFX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.