EGGY vs VYM
NestYield Dynamic Income 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 | EGGY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.92% | 0.04% | |
| AUM | $162M | $81.6B | |
| Dividend Yield | 38.31% | 2.24% | |
| Holdings | 44 | 616 | |
| YTD Return | +21.01% | +15.75% | |
| 1Y Return | +21.23% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 33.7% | 14.6% | |
| Max Drawdown | -33.6% | -58.8% | |
| Fund Family | NestYield | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Nov 10, 2006 |
EGGY vs VYM Performance
NestYield Dynamic Income ETF (EGGY) is a ETF from NestYield and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EGGY returned +21.23% while VYM returned +23.85%. Year to date, EGGY is up 21.01% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
EGGY has been the more volatile fund, with annualized monthly volatility of 33.7% 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 EGGY 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGGY charges 0.92% per year while VYM charges 0.04%. On a $10,000 position that is $92 vs $4 annually, a gap of $88 per year that compounds over a long holding period. On income, EGGY currently yields 38.31% against 2.24% for VYM.
Holdings Overlap
EGGY and VYM share 1 holdings out of 623 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 EGGY | Weight in VYM | Difference |
|---|---|---|---|
| KR | 3.85% | 0.13% | 3.72% |
Frequently Asked Questions
Which is cheaper, EGGY or VYM?
EGGY has an expense ratio of 0.92% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $88 per year of difference.
Which performed better, EGGY or VYM?
Over the past year EGGY returned +21.23% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EGGY annualized +22.55% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, EGGY or VYM?
EGGY has been the more volatile fund at 33.7% annualized versus 14.6% for VYM. Worst drawdown: EGGY -33.6% vs VYM -58.8%.
Should I hold both EGGY and VYM?
EGGY and VYM have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGGY and VYM?
EGGY and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 623 unique securities.
Which pays a higher dividend, EGGY or VYM?
EGGY yields 38.31% while VYM yields 2.24%, so EGGY currently pays the higher dividend yield.
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