CRBN vs VYM
iShares Low Carbon Optimized MSCI ACWI ETF vs Vanguard High Dividend Yield ETF
Which is better, CRBN or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. CRBN led over 3Y and the full window, VYM over 1Y and 5Y. CRBN is less concentrated, with 23.7% of the fund in its ten largest positions against 25.9%.
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 | CRBN | VYM |
|---|---|---|
| Expense Ratio | 0.20% | 0.04%Best |
| AUM | $1.2B | $81.6B |
| Dividend Yield | 1.97% | 2.22% |
| Holdings | 1,123 | 613 |
| YTD Return | +10.66% | +13.15%Best |
| 1Y Return | +17.38% | +17.82%Best |
| 3Y Return (annualized) | +20.13%Best | +17.99% |
| 5Y Return (annualized) | +10.52% | +12.16%Best |
| Volatility (annualized) | 3646.9% | 13.4%Best |
| Max Drawdown | -33.1%Best | -35.7% |
| $10,000 over 5 years | $16,489 | $17,750Best |
| Top 10 Weight | 23.7%Best | 25.9% |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 8, 2014 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Aug 28, 2013 to Sep 10, 2026 (13 years).
CRBN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
CRBN vs VYM Performance
iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CRBN returned +17.38% while VYM returned +17.82%. Year to date, CRBN is up 10.66% versus a gain of 13.15% for VYM.
Over three years, CRBN compounded at +20.13% per year against +17.99% for VYM; over five years the annualized figures are +10.52% and +12.16% respectively. Across the full 13-year window we track, CRBN has the edge at +57.49% annualized vs +9.71%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CRBN has been the more volatile fund, with annualized monthly volatility of 3646.9% compared with 13.4% 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 -33.1% for CRBN 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 -0.05. They move largely independently of each other.
Fees and Cost Over Time
CRBN charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, CRBN currently yields 1.97% against 2.22% for VYM.
Holdings Overlap
19.6% of CRBN's money is in holdings VYM also owns. 67.2% of VYM's money is in holdings CRBN also owns.
The two portfolios partly overlap.
131 positions in common, counted across the 976 positions we hold weights for in CRBN and 603 in VYM, against full books of 1,123 and 613.
What only one of them owns
Our book lists 438 positions for VYM that do not appear in our book for CRBN (30.4% of the fund), and 209 for CRBN that do not appear in VYM (42.1%).
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
| Stock | Weight in CRBN | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 1.65% | 7.29% | 5.64% |
| JPMJpmorgan Chase & Co. | 0.93% | 3.38% | 2.45% |
| JNJJohnson & Johnson | 0.77% | 2.54% | 1.77% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.49% | 1.93% | 1.44% |
| ABBVAbbvie Inc. | 0.48% | 1.85% | 1.37% |
| CATCaterpillar, Inc. | 0.17% | 2.01% | 1.84% |
| BACBank Of America Corp. | 0.43% | 1.56% | 1.13% |
| UNHUnitedhealth Group Inc. | 0.36% | 1.56% | 1.20% |
| PGProcter & Gamble Company | 0.40% | 1.42% | 1.02% |
| HDHome Depot Inc/The | 0.35% | 1.46% | 1.11% |
67.2% of VYM is already inside CRBN.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CRBN or VYM?
CRBN has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option, by $16 a year on a $10,000 investment.
Which performed better, CRBN or VYM?
Over the past year CRBN returned +17.38% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), CRBN annualized +57.49% vs +9.71% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CRBN or VYM?
CRBN has been the more volatile fund at 3646.9% annualized versus 13.4% for VYM. Worst drawdown: CRBN -33.1% vs VYM -35.7%.
Should I hold both CRBN and VYM?
CRBN and VYM have a monthly-return correlation of -0.05, 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 CRBN and VYM?
67.2% of VYM's money is in holdings CRBN also owns. 67.2% of VYM's is in holdings CRBN also owns. They hold 131 positions in common, counted across the 976 positions we hold weights for in CRBN and 603 in VYM.
Which pays a higher dividend, CRBN or VYM?
CRBN yields 1.97% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than CRBN?
VYM has a lower expense ratio. CRBN led over 3Y and the full window, VYM over 1Y and 5Y. CRBN is less concentrated, with 23.7% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.