EGGQ vs VYM
NestYield Visionary ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EGGQ delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | EGGQ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.93% | 0.04% | |
| AUM | $86M | $81.6B | |
| Dividend Yield | 8.40% | 2.24% | |
| Holdings | 45 | 616 | |
| YTD Return | +25.93% | +16.42% | |
| 1Y Return | +29.54% | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 36.4% | 14.6% | |
| Max Drawdown | -33.6% | -58.8% | |
| Fund Family | NestYield | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Nov 10, 2006 |
EGGQ vs VYM Performance
NestYield Visionary ETF (EGGQ) is a ETF from NestYield and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EGGQ returned +29.54% while VYM returned +24.22%. Year to date, EGGQ is up 25.93% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
EGGQ has been the more volatile fund, with annualized monthly volatility of 36.4% 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 -33.6% for EGGQ 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGGQ charges 0.93% per year while VYM charges 0.04%. On a $10,000 position that is $93 vs $4 annually, a gap of $89 per year that compounds over a long holding period. On income, EGGQ currently yields 8.40% against 2.24% for VYM.
Holdings Overlap
EGGQ and VYM share 1 holdings out of 624 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EGGQ | Weight in VYM | Difference |
|---|---|---|---|
| KR | 5.78% | 0.13% | 5.65% |
Frequently Asked Questions
Which is cheaper, EGGQ or VYM?
EGGQ has an expense ratio of 0.93% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $89 per year of difference.
Which performed better, EGGQ or VYM?
Over the past year EGGQ returned +29.54% vs +24.22% for VYM, so EGGQ leads on 1-year performance. Over the longest common window we track (2 years), EGGQ annualized +31.60% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, EGGQ or VYM?
EGGQ has been the more volatile fund at 36.4% annualized versus 14.6% for VYM. Worst drawdown: EGGQ -33.6% vs VYM -58.8%.
Should I hold both EGGQ and VYM?
EGGQ and VYM have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGQ and VYM?
EGGQ and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 624 unique securities.
Which pays a higher dividend, EGGQ or VYM?
EGGQ yields 8.40% while VYM yields 2.24%, so EGGQ currently pays the higher dividend yield.
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