EGGS vs VYM
NestYield Total Return Guard 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 616 holdings.
Side-by-Side Comparison
| Metric | EGGS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.93% | 0.04% | |
| AUM | $63M | $81.6B | |
| Dividend Yield | 21.10% | 2.24% | |
| Holdings | 44 | 616 | |
| YTD Return | +12.75% | +15.75% | |
| 1Y Return | +11.13% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 24.6% | 14.6% | |
| Max Drawdown | -24.2% | -58.8% | |
| Fund Family | NestYield | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Nov 10, 2006 |
EGGS vs VYM Performance
NestYield Total Return Guard ETF (EGGS) is a ETF from NestYield and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EGGS returned +11.13% while VYM returned +23.85%. Year to date, EGGS is up 12.75% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
EGGS has been the more volatile fund, with annualized monthly volatility of 24.6% 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 -24.2% for EGGS 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 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGGS 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, EGGS currently yields 21.10% against 2.24% for VYM.
Holdings Overlap
EGGS and VYM share 4 holdings out of 620 unique holdings combined, representing a 3.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EGGS or VYM?
EGGS 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, EGGS or VYM?
Over the past year EGGS returned +11.13% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EGGS annualized +14.98% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, EGGS or VYM?
EGGS has been the more volatile fund at 24.6% annualized versus 14.6% for VYM. Worst drawdown: EGGS -24.2% vs VYM -58.8%.
Should I hold both EGGS and VYM?
EGGS and VYM have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGS and VYM?
EGGS and VYM share 4 common holdings with a 3.4% weight overlap. Combined, they hold 620 unique securities.
Which pays a higher dividend, EGGS or VYM?
EGGS yields 21.10% while VYM yields 2.24%, so EGGS currently pays the higher dividend yield.
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