EDOG vs VYM

EDOG vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricEDOGVYMWinner
Expense Ratio0.60%0.04%
AUM$29M$81.6B
Dividend Yield4.93%2.24%
Holdings50616
YTD Return+5.51%+15.60%
1Y Return+15.48%+23.48%
3Y Return (annualized)+11.59%+19.07%
5Y Return (annualized)+6.73%+12.50%
Volatility (annualized)17.4%14.6%
Max Drawdown-52.3%-58.8%
Fund FamilyALPS AdvisorsVanguard (US)
CategoryEquityEquity
InceptionMar 27, 2014Nov 10, 2006

EDOG vs VYM Performance

ALPS Emerging Sector Dividend Dogs ETF (EDOG) is a ETF from ALPS Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EDOG returned +15.48% while VYM returned +23.48%. Year to date, EDOG is up 5.51% versus a gain of 15.60% for VYM.

Over three years, EDOG compounded at +11.59% per year against +19.07% for VYM; over five years the annualized figures are +6.73% and +12.50% respectively. Across the full 12-year window we track, VYM has the edge at +7.05% annualized vs +2.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDOG has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -52.3% for EDOG 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

EDOG charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, EDOG currently yields 4.93% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

EDOG and VYM share 0 holdings out of 652 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, EDOG or VYM?

EDOG has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, EDOG or VYM?

Over the past year EDOG returned +15.48% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (12 years), EDOG annualized +2.32% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, EDOG or VYM?

EDOG has been the more volatile fund at 17.4% annualized versus 14.6% for VYM. Worst drawdown: EDOG -52.3% vs VYM -58.8%.

Should I hold both EDOG and VYM?

EDOG 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 EDOG and VYM?

EDOG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 652 unique securities.

Which pays a higher dividend, EDOG or VYM?

EDOG yields 4.93% while VYM yields 2.24%, so EDOG currently pays the higher dividend yield.

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