CDEI vs VYM

CDEI vs VYM

Which is better, CDEI or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. CDEI led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 47.8%.

Lower Fees: VYMHigher Returns: CDEILess Concentrated: 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

MetricCDEIVYM
Expense Ratio0.14%0.04%Best
AUM$19M$81.6B
Dividend Yield0.95%2.22%
Holdings234613
YTD Return+13.88%Best+12.29%
1Y Return+20.92%Best+16.61%
3Y Return (annualized)+19.89%Best+17.42%
5Y Return (annualized)-+12.12%
Volatility (annualized)12.3%11.3%Best
Max Drawdown-19.5%-14.5%Best
$10,000 over 3.6 years$18,870Best$15,926
Top 10 Weight47.8%26.1%Best
Fund FamilyCalvertVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 30, 2023Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Feb 1, 2023 to Sep 17, 2026 (3.6 years).

CDEI 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 3.6 years both funds cover.

CDEI vs VYM Performance

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) is an ETF from Calvert and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CDEI returned +20.92% while VYM returned +16.61%. Year to date, CDEI is up 13.88% versus a gain of 12.29% for VYM.

Over three years, CDEI compounded at +19.89% per year against +17.42% for VYM. Across the full 4-year window we track, CDEI has the edge at +19.29% annualized vs +13.80%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CDEI has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 11.3% 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 -19.5% for CDEI 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 0.68. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CDEI charges 0.14% per year while VYM charges 0.04%. On a $10,000 position that is $14 vs $4 annually, a gap of $10 per year that compounds over a long holding period. On income, CDEI currently yields 0.95% against 2.22% for VYM.

Holdings Overlap

CDEI already in VYM27.6%
VYM already in CDEI30.8%

27.6% of CDEI's money is in holdings VYM also owns. 30.8% of VYM's money is in holdings CDEI also owns.

The two portfolios partly overlap.

83 positions in common, counted across the 231 positions we hold weights for in CDEI and 557 in VYM, against full books of 234 and 613.

What only one of them owns

Our book lists 445 positions for VYM that do not appear in our book for CDEI (66.3% of the fund), and 141 for CDEI that do not appear in VYM (71.8%).

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.

Top Shared Holdings

StockWeight in CDEIWeight in VYMDifference
JPMJpmorgan Chase3.60%3.82%0.22%
ABBVAbbvie Inc.1.90%1.80%0.10%
CSCOCisco Systems Inc. - Ordinary Shares1.77%1.86%0.09%
BACBank of America Corp.: Financials1.82%1.66%0.16%
MRKMerck & Company Inc1.54%1.31%0.23%
PGProcter & Gamble Company1.41%1.37%0.04%
HDHome Depot Inc/The0.81%1.34%0.53%
TXNTexas Instrument Inc0.95%1.02%0.07%
IBMInternational Business Machines Corp.0.89%0.85%0.04%
VZVerizon Communic0.86%0.80%0.06%

30.8% of VYM is already inside CDEI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CDEIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CDEI or VYM?

CDEI has an expense ratio of 0.14% while VYM charges 0.04%. VYM is the cheaper option, by $10 a year on a $10,000 investment.

Which performed better, CDEI or VYM?

Over the past year CDEI returned +20.92% vs +16.61% for VYM, so CDEI leads on 1-year performance. Over the longest common window we track (4 years), CDEI annualized +19.29% vs +13.80% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CDEI or VYM?

CDEI has been the more volatile fund at 12.3% annualized versus 11.3% for VYM. Worst drawdown: CDEI -19.5% vs VYM -14.5%.

Should I hold both CDEI and VYM?

CDEI and VYM have a monthly-return correlation of 0.68, 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 CDEI and VYM?

30.8% of VYM's money is in holdings CDEI also owns. 30.8% of VYM's is in holdings CDEI also owns. They hold 83 positions in common, counted across the 231 positions we hold weights for in CDEI and 557 in VYM.

Which pays a higher dividend, CDEI or VYM?

CDEI yields 0.95% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CDEI?

VYM has a lower expense ratio. CDEI led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.