EDGE vs VYM
MRBL Enhanced 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 | EDGE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.04% | |
| AUM | $10M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +13.80% | +15.80% | |
| 1Y Return | +25.97% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 11.9% | 14.6% | |
| Max Drawdown | -20.7% | -58.8% | |
| Fund Family | MRBL Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 21, 2025 | Nov 10, 2006 |
EDGE vs VYM Performance
MRBL Enhanced Equity ETF (EDGE) is a ETF from MRBL Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EDGE returned +25.97% while VYM returned +26.12%. Year to date, EDGE is up 13.80% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.9% for EDGE. 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 -20.7% for EDGE 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EDGE charges 0.74% per year while VYM charges 0.04%. On a $10,000 position that is $74 vs $4 annually, a gap of $70 per year that compounds over a long holding period. On income, EDGE currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
EDGE and VYM share 0 holdings out of 559 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, EDGE or VYM?
EDGE has an expense ratio of 0.74% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, EDGE or VYM?
Over the past year EDGE returned +25.97% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EDGE annualized +17.84% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, EDGE or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.9% for EDGE. Worst drawdown: EDGE -20.7% vs VYM -58.8%.
Should I hold both EDGE and VYM?
EDGE and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EDGE and VYM?
EDGE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, EDGE or VYM?
EDGE yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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