ADPV vs VYM

AADPV

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · VIG $16,596

Lowest cost0.04%VYM · $4 on $10k

Most income2.23%VYM · $223 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.2%ADPV and VYM

Adaptiv Select ETF · $175MVanguard High Dividend Yield ETF · $78.9B

+25.0%3 years · per year$19,526 · $17,411+20.3%

[…]5 years · per year[…] · $17,387+11.7%

1.00%Expense ratio$100 · $4 on $10k · lower wins0.04%

0.69%12-mo yield$69 · $223 on $10k2.23%

Cards for this view

ADPV

Adaptiv Select

[…]

VYM

Vanguard High Dividend Yield

$17,387

MeasureADPVVYM

Fee1.00%0.04%

Cost on $10k a year$100$4

Yield0.69%2.23%

5 years, per year[…]+11.7%

3 years, per year+25.0%+20.3%

Worst drop · 1Y−15.0%−6.7%

Volatility · 1Y23.6%10.8%

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	AADPV	Adaptiv Select ETFRead Desk	1.00%	0.69%	−1.0%	+1.0%	+0.1%	+25.0%	new	−15.0%	$175M

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	AADPV	Adaptiv Select ETFRead Desk	1.00%	0.69%	−1.0%	+1.0%	+0.1%	+25.0%	new	−15.0%	$175M

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