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VYM vs. SCDL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VYM vs. SCDL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard High Dividend Yield ETF (VYM) and ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VYM achieves a 12.47% return, which is significantly lower than SCDL's 37.06% return.


VYM

1D
-0.43%
1M
3.38%
YTD
12.47%
6M
12.01%
1Y
26.16%
3Y*
18.88%
5Y*
11.48%
10Y*
11.90%

SCDL

1D
0.51%
1M
5.01%
YTD
37.06%
6M
35.80%
1Y
50.97%
3Y*
22.79%
5Y*
9.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VYM vs. SCDL - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VYM
Vanguard High Dividend Yield ETF
12.47%15.42%17.60%6.57%-0.43%22.17%
SCDL
ETRACS 2x Leveraged U.S. Dividend Factor TR ETN
37.06%2.05%14.99%0.18%-13.06%52.47%

Correlation

The correlation between VYM and SCDL is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.74

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2021

0.92

The correlation between VYM and SCDL shifts across timeframes, from 0.74 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

VYM vs. SCDL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VYM
VYM Risk / Return Rank: 7777
Overall Rank
VYM Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
VYM Sortino Ratio Rank: 8080
Sortino Ratio Rank
VYM Omega Ratio Rank: 7676
Omega Ratio Rank
VYM Calmar Ratio Rank: 7676
Calmar Ratio Rank
VYM Martin Ratio Rank: 7575
Martin Ratio Rank

SCDL
SCDL Risk / Return Rank: 7373
Overall Rank
SCDL Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SCDL Sortino Ratio Rank: 7575
Sortino Ratio Rank
SCDL Omega Ratio Rank: 6464
Omega Ratio Rank
SCDL Calmar Ratio Rank: 8787
Calmar Ratio Rank
SCDL Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VYM vs. SCDL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield ETF (VYM) and ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL). 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.


VYMSCDLDifference
Sharpe ratioReturn per unit of total volatility

+0.19

Sortino ratioReturn per unit of downside risk

+0.24

Omega ratioGain probability vs. loss probability

1.46

1.39

+0.07

Calmar ratioReturn relative to maximum drawdown

3.93

5.03

-1.10

Martin ratioReturn relative to average drawdown

14.76

12.65

+2.11

VYM vs. SCDL - Sharpe Ratio Comparison

The current VYM Sharpe Ratio is 2.56, which is comparable to the SCDL Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of VYM and SCDL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VYMSCDLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.56

2.37

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.33

+0.50

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.53

-0.02

Drawdowns

VYM vs. SCDL - Drawdown Comparison

The maximum VYM drawdown since its inception was -56.98%, which is greater than SCDL's maximum drawdown of -34.87%. Use the drawdown chart below to compare losses from any high point for VYM and SCDL.


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Drawdown Indicators


VYMSCDLDifference

Max Drawdown

Largest peak-to-trough decline

-56.98%

-34.87%

-22.11%

Max Drawdown (1Y)

Largest decline over 1 year

-6.69%

-10.19%

+3.50%

Max Drawdown (3Y)

Largest decline over 3 years

-14.46%

-32.79%

+18.33%

Max Drawdown (5Y)

Largest decline over 5 years

-15.84%

-34.87%

+19.03%

Max Drawdown (10Y)

Largest decline over 10 years

-35.21%

Current Drawdown

Current decline from peak

-0.43%

-2.79%

+2.36%

Average Drawdown

Average peak-to-trough decline

-7.19%

-11.96%

+4.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.78%

4.04%

-2.26%

Volatility

VYM vs. SCDL - Volatility Comparison

The current volatility for Vanguard High Dividend Yield ETF (VYM) is 2.77%, while ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL) has a volatility of 5.20%. This indicates that VYM experiences smaller price fluctuations and is considered to be less risky than SCDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VYMSCDLDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.77%

5.20%

-2.43%

Volatility (6M)

Calculated over the trailing 6-month period

7.67%

14.82%

-7.15%

Volatility (1Y)

Calculated over the trailing 1-year period

10.28%

21.66%

-11.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.96%

29.02%

-15.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.34%

28.89%

-12.55%

VYM vs. SCDL - Expense Ratio Comparison

VYM has a 0.04% expense ratio, which is lower than SCDL's 0.95% expense ratio.


Dividends

VYM vs. SCDL - Dividend Comparison

VYM's dividend yield for the trailing twelve months is around 2.19%, while SCDL has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
SCDL
ETRACS 2x Leveraged U.S. Dividend Factor TR ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VYM
Vanguard High Dividend Yield ETF
2.19%2.44%2.74%3.12%3.01%2.76%3.18%3.03%3.40%2.80%2.91%3.22%

Frequently Asked Questions


VYM and SCDL have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SCDL has higher volatility (5.20%) compared to VYM (2.77%). In terms of maximum drawdown, VYM dropped -56.98% vs SCDL's -34.87%.

On 5-year performance, VYM leads with 11.48% vs 9.40% for SCDL. On fees, VYM is cheaper at 0.04% per year. On volatility, VYM has been the lower-risk option at 2.77%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VYM has performed better with a 11.48% return vs 9.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VYM is cheaper with a 0.04% expense ratio, compared with 0.95% for SCDL.

VYM has the higher dividend yield at 2.19%, compared with 0.00% for SCDL.

VYM is categorized as Dividend, while SCDL is Leveraged Equities. VYM tracks FTSE High Dividend Yield Index, while SCDL tracks Dow Jones U.S. Dividend 100 (200%). They also come from different issuers: Vanguard and UBS. Their fees differ too: 0.04% for VYM and 0.95% for SCDL.

VYM currently has the higher Sharpe Ratio (2.56 vs 2.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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