AGNG vs VYM
Global X Aging Population ETF vs Vanguard High Dividend Yield ETF
Which is better, AGNG or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.8%.
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
| Metric | AGNG | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $94M | $81.6B |
| Dividend Yield | 0.86% | 2.22% |
| Holdings | 91 | 613 |
| YTD Return | +3.27% | +13.75%Best |
| 1Y Return | +10.19% | +19.42%Best |
| 3Y Return (annualized) | +11.76% | +18.22%Best |
| 5Y Return (annualized) | +4.79% | +12.17%Best |
| Volatility (annualized) | 15.1% | 14.1%Best |
| Max Drawdown | -30.6%Best | -35.7% |
| $10,000 over 5 years | $12,636 | $17,758Best |
| Top 10 Weight | 32.8% | 25.9%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | May 9, 2016 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 10, 2016 to Sep 9, 2026 (10.3 years).
AGNG vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.3 years both funds cover.
AGNG vs VYM Performance
Global X Aging Population ETF (AGNG) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year AGNG returned +10.19% while VYM returned +19.42%. Year to date, AGNG is up 3.27% versus a gain of 13.75% for VYM.
Over three years, AGNG compounded at +11.76% per year against +18.22% for VYM; over five years the annualized figures are +4.79% and +12.17% respectively. Across the full 10-year window we track, VYM has the edge at +10.18% annualized vs +9.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AGNG has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.1% for VYM. 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 -30.6% for AGNG and -35.7% 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AGNG charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, AGNG currently yields 0.86% against 2.22% for VYM.
Holdings Overlap
18.7% of AGNG's money is in holdings VYM also owns. 7.4% of VYM's money is in holdings AGNG also owns.
AGNG and VYM share little of their money.
6 positions in common, counted across the 84 positions we hold weights for in AGNG and 603 in VYM, against full books of 91 and 613.
What only one of them owns
Our book lists 562 positions for VYM that do not appear in our book for AGNG (90.1% of the fund), and 38 for AGNG that do not appear in VYM (43.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of AGNG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AGNG or VYM?
AGNG has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, AGNG or VYM?
Over the past year AGNG returned +10.19% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), AGNG annualized +9.34% vs +10.18% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AGNG or VYM?
AGNG has been the more volatile fund at 15.1% annualized versus 14.1% for VYM. Worst drawdown: AGNG -30.6% vs VYM -35.7%.
Should I hold both AGNG and VYM?
AGNG and VYM have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AGNG and VYM?
18.7% of AGNG's money is in holdings VYM also owns. 7.4% of VYM's is in holdings AGNG also owns. They hold 6 positions in common, counted across the 84 positions we hold weights for in AGNG and 603 in VYM.
Which pays a higher dividend, AGNG or VYM?
AGNG yields 0.86% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than AGNG?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.