AGIH vs VYM

AGIH vs VYM

Which is better, AGIH or VYM?

Inflation Protection against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricAGIHVYM
Expense Ratio0.13%0.04%Best
AUM$2M$81.6B
Dividend Yield3.07%2.24%
Holdings62613
Volatility (annualized)6.6%Best14.5%
Max Drawdown-9.2%Best-14.5%
$10,000 over 3.2 years$10,897$14,607Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleInflation ProtectionLarge Cap Value
InceptionJun 22, 2022Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 386 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. AGIH has data through Aug 18, 2025 and VYM through Sep 8, 2026.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jun 24, 2022 to Aug 18, 2025 (3.2 years).

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 6.6% for AGIH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -9.2% for AGIH and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AGIH charges 0.13% per year while VYM charges 0.04%. On a $10,000 position that is $13 vs $4 annually, a gap of $9 per year that compounds over a long holding period. On income, AGIH currently yields 3.07% against 2.24% for VYM.

You are not choosing between two funds in isolation.

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

AGIHVYM

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Frequently Asked Questions

Which is cheaper, AGIH or VYM?

AGIH has an expense ratio of 0.13% while VYM charges 0.04%. VYM is the cheaper option, by $9 a year on a $10,000 investment.

Which is riskier, AGIH or VYM?

VYM has been the more volatile fund at 14.5% annualized versus 6.6% for AGIH. Worst drawdown: AGIH -9.2% vs VYM -14.5%.

Should I hold both AGIH and VYM?

AGIH and VYM have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, AGIH or VYM?

AGIH yields 3.07% while VYM yields 2.24%, so AGIH currently pays the higher dividend yield.

Is VYM better than AGIH?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.