EAGL vs VYM
Eagle Capital Select Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EAGL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.04% | |
| AUM | $4.4B | $79.0B | |
| Dividend Yield | 0.56% | 2.86% | |
| Holdings | 33 | 568 | |
| YTD Return | +6.95% | +16.53% | |
| 1Y Return | +16.83% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 11.3% | 14.6% | |
| Max Drawdown | -15.1% | -58.8% | |
| Fund Family | Eagle Capital Management LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 21, 2024 | Nov 10, 2006 |
EAGL vs VYM Performance
Eagle Capital Select Equity ETF (EAGL) is a ETF from Eagle Capital Management LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EAGL returned +16.83% while VYM returned +25.03%. Year to date, EAGL is up 6.95% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.3% for EAGL. 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 -15.1% for EAGL and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EAGL charges 0.80% per year while VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, EAGL currently yields 0.56% against 2.86% for VYM.
Holdings Overlap
EAGL and VYM share 5 holdings out of 581 unique holdings combined, representing a 2.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EAGL or VYM?
EAGL has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, EAGL or VYM?
Over the past year EAGL returned +16.83% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EAGL annualized +15.31% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, EAGL or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.3% for EAGL. Worst drawdown: EAGL -15.1% vs VYM -58.8%.
Should I hold both EAGL and VYM?
EAGL and VYM have a monthly-return correlation of 0.72, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EAGL and VYM?
EAGL and VYM share 5 common holdings with a 2.2% weight overlap. Combined, they hold 581 unique securities.
Which pays a higher dividend, EAGL or VYM?
EAGL yields 0.56% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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