AGGM vs VYM

AGGM vs VYM

Which is better, AGGM or VYM?

We do not have enough on AGGM and VYM to separate them.

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricAGGMVYM
Expense Ratio-0.04%
AUM-$81.6B
Dividend Yield-2.22%
Holdings1,739613
YTD Return-0.90%+13.08%Best
1Y Return-+17.46%
3Y Return (annualized)-+17.73%
5Y Return (annualized)-+12.22%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
Category-Equity
Style-Large Cap Value
Inception-Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

AGGM vs VYM Performance

iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, AGGM is down 0.90% versus a gain of 13.08% for VYM.

Past performance does not guarantee future results.

Holdings Overlap

VYM already in AGGM0.6%

At least 0.6% of VYM's money is in holdings AGGM also owns.

Stated as a floor: for AGGM, our book for it covers 68.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

4 positions in common, counted across the 1,739 positions we hold weights for in AGGM and 557 in VYM, against full books of 1,739 and 613.

Top Shared Holdings

StockWeight in AGGMWeight in VYMDifference
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855580.02%0.34%0.32%
KDPKeurig Dr Pepper Inc (kdp Us)0.01%0.16%0.15%
SFStifel Finl Corp0.01%0.05%0.04%
NOVNov Inc Common Stock0.01%0.03%0.02%

You are not choosing between two funds in isolation.

Whichever of AGGM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

AGGMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VYM better than AGGM?

We hold very little data on AGGM and VYM, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.