EBIT vs VYM
Harbor AlphaEdge Small Cap Earners ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EBIT delivered stronger 1-year returns. EBIT offers more diversification with 642 holdings.
Side-by-Side Comparison
| Metric | EBIT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.04% | |
| AUM | $12M | $81.6B | |
| Dividend Yield | 1.68% | 2.24% | |
| Holdings | 642 | 616 | |
| YTD Return | +20.91% | +16.42% | |
| 1Y Return | +25.61% | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 15.8% | 14.6% | |
| Max Drawdown | -26.6% | -58.8% | |
| Fund Family | Harbor Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2024 | Nov 10, 2006 |
EBIT vs VYM Performance
Harbor AlphaEdge Small Cap Earners ETF (EBIT) is a ETF from Harbor Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EBIT returned +25.61% while VYM returned +24.22%. Year to date, EBIT is up 20.91% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
EBIT has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.6% 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 -26.6% for EBIT 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EBIT charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, EBIT currently yields 1.68% against 2.24% for VYM.
Holdings Overlap
EBIT and VYM share 116 holdings out of 1128 unique holdings combined, representing a 1.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EBIT or VYM?
EBIT has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, EBIT or VYM?
Over the past year EBIT returned +25.61% vs +24.22% for VYM, so EBIT leads on 1-year performance. Over the longest common window we track (2 years), EBIT annualized +17.64% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, EBIT or VYM?
EBIT has been the more volatile fund at 15.8% annualized versus 14.6% for VYM. Worst drawdown: EBIT -26.6% vs VYM -58.8%.
Should I hold both EBIT and VYM?
EBIT and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EBIT and VYM?
EBIT and VYM share 116 common holdings with a 1.8% weight overlap. Combined, they hold 1128 unique securities.
Which pays a higher dividend, EBIT or VYM?
EBIT yields 1.68% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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