Correlation
The correlation between OAEM and VYMI is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
OAEM vs. VYMI
Compare and contrast key facts about OneAscent Emerging Markets ETF (OAEM) and Vanguard International High Dividend Yield ETF (VYMI).
OAEM and VYMI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OAEM is an actively managed fund by Oneascent. It was launched on Sep 14, 2022. VYMI is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US High Dividend Yield Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAEM or VYMI.
Performance
OAEM vs. VYMI - Performance Comparison
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Key characteristics
OAEM:
0.28
VYMI:
1.10
OAEM:
0.38
VYMI:
1.51
OAEM:
1.05
VYMI:
1.21
OAEM:
0.19
VYMI:
1.32
OAEM:
0.65
VYMI:
4.66
OAEM:
5.07%
VYMI:
3.63%
OAEM:
19.91%
VYMI:
16.14%
OAEM:
-17.05%
VYMI:
-40.00%
OAEM:
-2.06%
VYMI:
-0.39%
Returns By Period
In the year-to-date period, OAEM achieves a 4.92% return, which is significantly lower than VYMI's 17.48% return.
OAEM
4.92%
3.60%
5.14%
5.45%
N/A
N/A
N/A
VYMI
17.48%
4.49%
14.67%
17.70%
11.64%
14.71%
N/A
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OAEM vs. VYMI - Expense Ratio Comparison
OAEM has a 1.25% expense ratio, which is higher than VYMI's 0.22% expense ratio.
Risk-Adjusted Performance
OAEM vs. VYMI — Risk-Adjusted Performance Rank
OAEM
VYMI
OAEM vs. VYMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for OneAscent Emerging Markets ETF (OAEM) and Vanguard International High Dividend Yield ETF (VYMI). 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.
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Dividends
OAEM vs. VYMI - Dividend Comparison
OAEM's dividend yield for the trailing twelve months is around 0.87%, less than VYMI's 4.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAEM OneAscent Emerging Markets ETF | 0.87% | 0.91% | 1.63% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VYMI Vanguard International High Dividend Yield ETF | 4.13% | 4.84% | 4.58% | 4.71% | 4.30% | 3.22% | 4.20% | 4.29% | 3.21% | 2.39% |
Drawdowns
OAEM vs. VYMI - Drawdown Comparison
The maximum OAEM drawdown since its inception was -17.05%, smaller than the maximum VYMI drawdown of -40.00%. Use the drawdown chart below to compare losses from any high point for OAEM and VYMI.
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Volatility
OAEM vs. VYMI - Volatility Comparison
OneAscent Emerging Markets ETF (OAEM) has a higher volatility of 3.81% compared to Vanguard International High Dividend Yield ETF (VYMI) at 2.57%. This indicates that OAEM's price experiences larger fluctuations and is considered to be riskier than VYMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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