ECH vs VYM

ECH vs VYM

Which is better, ECH or VYM?

Each has led over a different period.

VYM has a lower expense ratio. ECH led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 68.5%.

Lower Fees: VYMHigher Returns: splitLess 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

MetricECHVYM
Expense Ratio0.59%0.04%Best
AUM$1.1B$81.6B
Dividend Yield1.97%2.24%
Holdings30613
YTD Return+1.16%+14.82%Best
1Y Return+22.71%Best+20.84%
3Y Return (annualized)+16.75%+18.64%Best
5Y Return (annualized)+12.04%+12.28%Best
Volatility (annualized)24.9%14.8%Best
Max Drawdown-74.2%-57.3%Best
$10,000 over 5 years$17,655$17,845Best
Top 10 Weight68.5%25.9%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionNov 12, 2007Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2007 to Sep 4, 2026 (18.8 years).

ECH 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 18.8 years both funds cover.

ECH vs VYM Performance

iShares MSCI Chile ETF (ECH) 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 ECH returned +22.71% while VYM returned +20.84%. Year to date, ECH is up 1.16% versus a gain of 14.82% for VYM.

Over three years, ECH compounded at +16.75% per year against +18.64% for VYM; over five years the annualized figures are +12.04% and +12.28% respectively. Across the full 19-year window we track, VYM has the edge at +7.25% annualized vs +1.28%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ECH has been the more volatile fund, with annualized monthly volatility of 24.9% compared with 14.8% 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 -74.2% for ECH and -57.3% 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ECH charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, ECH currently yields 1.97% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 26 holdings in ECH and 603 in VYM, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 26 positions we hold weights for in ECH and 603 in VYM, against full books of 30 and 613.

What only one of them owns

Our book lists 570 positions for VYM that do not appear in our book for ECH (97.4% of the fund), and 3 for ECH that do not appear in VYM (6.2%).

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 ECH and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ECHVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ECH or VYM?

ECH has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, ECH or VYM?

Over the past year ECH returned +22.71% vs +20.84% for VYM, so ECH leads on 1-year performance. Over the longest common window we track (19 years), ECH annualized +1.28% vs +7.25% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ECH or VYM?

ECH has been the more volatile fund at 24.9% annualized versus 14.8% for VYM. Worst drawdown: ECH -74.2% vs VYM -57.3%.

Should I hold both ECH and VYM?

ECH and VYM have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ECH or VYM?

ECH yields 1.97% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than ECH?

VYM has a lower expense ratio. ECH led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 68.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.