EGUS vs VYM
ishares ESG Aware MSCI USA Growth 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 558 holdings.
Side-by-Side Comparison
| Metric | EGUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $27M | $79.0B | |
| Dividend Yield | 0.21% | 2.86% | |
| Holdings | 97 | 568 | |
| YTD Return | +13.32% | +16.78% | |
| 1Y Return | +20.64% | +24.43% | |
| 3Y Return (annualized) | +25.15% | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 17.0% | 14.6% | |
| Max Drawdown | -24.9% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 31, 2023 | Nov 10, 2006 |
EGUS vs VYM Performance
ishares ESG Aware MSCI USA Growth ETF (EGUS) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EGUS returned +20.64% while VYM returned +24.43%. Year to date, EGUS is up 13.32% versus a gain of 16.78% for VYM.
Over three years, EGUS compounded at +25.15% per year against +18.60% for VYM. Across the full 4-year window we track, EGUS has the edge at +26.13% annualized vs +7.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EGUS has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -24.9% for EGUS 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EGUS charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, EGUS currently yields 0.21% against 2.86% for VYM.
Holdings Overlap
EGUS and VYM share 7 holdings out of 645 unique holdings combined, representing a 7.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EGUS or VYM?
EGUS has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, EGUS or VYM?
Over the past year EGUS returned +20.64% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), EGUS annualized +26.13% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, EGUS or VYM?
EGUS has been the more volatile fund at 17.0% annualized versus 14.6% for VYM. Worst drawdown: EGUS -24.9% vs VYM -58.8%.
Should I hold both EGUS and VYM?
EGUS and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EGUS and VYM?
EGUS and VYM share 7 common holdings with a 7.2% weight overlap. Combined, they hold 645 unique securities.
Which pays a higher dividend, EGUS or VYM?
EGUS yields 0.21% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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