EDV vs VYM

EDV vs VYM

Which is better, EDV or VYM?

Long Term Government Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricEDVVYM
Expense Ratio0.05%0.04%Best
AUM$3.8B$81.6B
Dividend Yield5.42%2.22%
Holdings83613
YTD Return-6.65%+13.91%Best
1Y Return-10.79%+17.57%Best
3Y Return (annualized)-4.49%+18.12%Best
5Y Return (annualized)-13.09%+12.17%Best
Volatility (annualized)21.8%14.8%Best
Max Drawdown-62.0%-56.5%Best
$10,000 over 5 years$4,958$17,758Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondLarge Cap Value
InceptionDec 6, 2007Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2007 to Sep 11, 2026 (18.7 years).

EDV 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 18.7 years both funds cover.

EDV vs VYM Performance

Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EDV returned -10.79% while VYM returned +17.57%. Year to date, EDV is down 6.65% versus a gain of 13.91% for VYM.

Over three years, EDV compounded at -4.49% per year against +18.12% for VYM; over five years the annualized figures are -13.09% and +12.17% respectively. Across the full 19-year window we track, VYM has the edge at +7.11% annualized vs -1.53%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% 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 -62.0% for EDV and -56.5% 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 -0.09. They move largely independently of each other.

Fees and Cost Over Time

EDV charges 0.05% per year while VYM charges 0.04%. On a $10,000 position that is $5 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, EDV currently yields 5.42% against 2.22% for VYM.

You are not choosing between two funds in isolation.

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

EDVVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDV or VYM?

EDV has an expense ratio of 0.05% while VYM charges 0.04%. VYM is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, EDV or VYM?

Over the past year EDV returned -10.79% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.53% vs +7.11% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDV or VYM?

EDV has been the more volatile fund at 21.8% annualized versus 14.8% for VYM. Worst drawdown: EDV -62.0% vs VYM -56.5%.

Should I hold both EDV and VYM?

EDV and VYM have a monthly-return correlation of -0.09, 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, EDV or VYM?

EDV yields 5.42% while VYM yields 2.22%, so EDV currently pays the higher dividend yield.

Is VYM better than EDV?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.