EFT vs VYM

EFT vs VYM

Which is better, EFT or VYM?

Bank Loan 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

MetricEFTVYM
Expense Ratio5.35%0.04%Best
AUM$380M$81.6B
Dividend Yield7.92%2.24%
Holdings501613
YTD Return-0.54%+14.82%Best
1Y Return-4.14%+20.84%Best
3Y Return (annualized)+4.72%+18.64%Best
5Y Return (annualized)+2.25%+12.28%Best
Volatility (annualized)14.8%14.5%Best
Max Drawdown-65.6%-58.8%Best
$10,000 over 5 years$11,177$17,845Best
Fund FamilyEaton VanceVanguard (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Value
InceptionJun 29, 2004Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 4, 2026 (19.8 years).

EFT 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 19.8 years both funds cover.

EFT vs VYM Performance

Eaton Vance Floating Rate Income Trust (EFT) is an ETF from Eaton Vance and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EFT returned -4.14% while VYM returned +20.84%. Year to date, EFT is down 0.54% versus a gain of 14.82% for VYM.

Over three years, EFT compounded at +4.72% per year against +18.64% for VYM; over five years the annualized figures are +2.25% and +12.28% respectively. Across the full 20-year window we track, VYM has the edge at +7.00% annualized vs -0.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EFT has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 14.5% 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 -65.6% for EFT and -58.8% 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 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EFT charges 5.35% per year while VYM charges 0.04%. On a $10,000 position that is $535 vs $4 annually, a gap of $531 per year that compounds over a long holding period. On income, EFT currently yields 7.92% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 175 holdings in EFT and 603 in VYM, totalling 63.7% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 212 days apart, EFT as of Nov 30, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 175 positions we hold weights for in EFT and 603 in VYM, against full books of 501 and 613.

You are not choosing between two funds in isolation.

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

EFTVYM

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Frequently Asked Questions

Which is cheaper, EFT or VYM?

EFT has an expense ratio of 5.35% while VYM charges 0.04%. VYM is the cheaper option, by $531 a year on a $10,000 investment.

Which performed better, EFT or VYM?

Over the past year EFT returned -4.14% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), EFT annualized -0.32% vs +7.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EFT or VYM?

EFT has been the more volatile fund at 14.8% annualized versus 14.5% for VYM. Worst drawdown: EFT -65.6% vs VYM -58.8%.

Should I hold both EFT and VYM?

EFT and VYM have a monthly-return correlation of 0.55, 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, EFT or VYM?

EFT yields 7.92% while VYM yields 2.24%, so EFT currently pays the higher dividend yield.

Is VYM better than EFT?

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.