EDEN vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricEDENVYMWinner
Expense Ratio0.53%0.04%
AUM$201M$79.0B
Dividend Yield3.12%2.86%
Holdings46568
YTD Return-0.17%+16.78%
1Y Return+8.61%+24.43%
3Y Return (annualized)+4.28%+18.60%
5Y Return (annualized)+1.54%+12.30%
Volatility (annualized)629.5%14.6%
Max Drawdown-36.6%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJan 25, 2012Nov 10, 2006

EDEN vs VYM Performance

iShares MSCI Denmark ETF (EDEN) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EDEN returned +8.61% while VYM returned +24.43%. Year to date, EDEN is down 0.17% versus a gain of 16.78% for VYM.

Over three years, EDEN compounded at +4.28% per year against +18.60% for VYM; over five years the annualized figures are +1.54% and +12.30% respectively. Across the full 18-year window we track, EDEN has the edge at +33.99% annualized vs +7.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDEN has been the more volatile fund, with annualized monthly volatility of 629.5% 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 -36.6% for EDEN 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 0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDEN charges 0.53% per year while VYM charges 0.04%. On a $10,000 position that is $53 vs $4 annually, a gap of $49 per year that compounds over a long holding period. On income, EDEN currently yields 3.12% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EDEN and VYM share 0 holdings out of 599 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EDEN or VYM?

EDEN has an expense ratio of 0.53% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, EDEN or VYM?

Over the past year EDEN returned +8.61% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (18 years), EDEN annualized +33.99% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, EDEN or VYM?

EDEN has been the more volatile fund at 629.5% annualized versus 14.6% for VYM. Worst drawdown: EDEN -36.6% vs VYM -58.8%.

Should I hold both EDEN and VYM?

EDEN and VYM have a monthly-return correlation of 0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDEN and VYM?

EDEN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 599 unique securities.

Which pays a higher dividend, EDEN or VYM?

EDEN yields 3.12% while VYM yields 2.86%, so EDEN currently pays the higher dividend yield.

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