EIC vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricEICVYMWinner
Expense Ratio7.19%0.04%
AUM$290M$79.0B
Dividend Yield11.54%2.86%
Holdings150568
YTD Return-5.21%+15.80%
1Y Return-7.28%+26.12%
3Y Return (annualized)+4.18%+18.25%
5Y Return (annualized)+2.76%+12.51%
Volatility (annualized)24.4%14.6%
Max Drawdown-68.9%-58.8%
Fund FamilyEagle Point Credit CompanyVanguard (US)
CategoryFixed IncomeEquity
InceptionJul 23, 2019Nov 10, 2006

EIC vs VYM Performance

Eagle Point Income Co Inc (EIC) is a ETF from Eagle Point Credit Company and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EIC returned -7.28% while VYM returned +26.12%. Year to date, EIC is down 5.21% versus a gain of 15.80% for VYM.

Over three years, EIC compounded at +4.18% per year against +18.25% for VYM; over five years the annualized figures are +2.76% and +12.51% respectively. Across the full 7-year window we track, VYM has the edge at +7.07% annualized vs +0.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EIC has been the more volatile fund, with annualized monthly volatility of 24.4% 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 -68.9% for EIC 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EIC charges 7.19% per year while VYM charges 0.04%. On a $10,000 position that is $719 vs $4 annually, a gap of $715 per year that compounds over a long holding period. On income, EIC currently yields 11.54% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EIC and VYM share 0 holdings out of 560 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EIC or VYM?

EIC has an expense ratio of 7.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $715 per year of difference.

Which performed better, EIC or VYM?

Over the past year EIC returned -7.28% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), EIC annualized +0.10% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, EIC or VYM?

EIC has been the more volatile fund at 24.4% annualized versus 14.6% for VYM. Worst drawdown: EIC -68.9% vs VYM -58.8%.

Should I hold both EIC and VYM?

EIC and VYM have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EIC and VYM?

EIC and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, EIC or VYM?

EIC yields 11.54% while VYM yields 2.86%, so EIC currently pays the higher dividend yield.

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