EINC vs VYM

EINC vs VYM
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Quick Verdict

VYM has a lower expense ratio. EINC delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: EINCMore Diversified: VYM

Side-by-Side Comparison

MetricEINCVYMWinner
Expense Ratio0.46%0.04%
AUM$75M$81.6B
Dividend Yield3.47%2.24%
Holdings33616
YTD Return+27.94%+15.60%
1Y Return+33.56%+23.48%
3Y Return (annualized)+27.97%+19.07%
5Y Return (annualized)+24.64%+12.50%
Volatility (annualized)26.8%14.6%
Max Drawdown-93.4%-58.8%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionMar 12, 2012Nov 10, 2006

EINC vs VYM Performance

VanEck Energy Income ETF (EINC) is a ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EINC returned +33.56% while VYM returned +23.48%. Year to date, EINC is up 27.94% versus a gain of 15.60% for VYM.

Over three years, EINC compounded at +27.97% per year against +19.07% for VYM; over five years the annualized figures are +24.64% and +12.50% respectively. Across the full 14-year window we track, VYM has the edge at +7.05% annualized vs -4.53%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EINC has been the more volatile fund, with annualized monthly volatility of 26.8% 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 -93.4% for EINC 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EINC charges 0.46% per year while VYM charges 0.04%. On a $10,000 position that is $46 vs $4 annually, a gap of $42 per year that compounds over a long holding period. On income, EINC currently yields 3.47% against 2.24% for VYM.

Holdings Overlap

1.2%overlap

EINC and VYM share 7 holdings out of 626 unique holdings combined, representing a 1.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EINCWeight in VYMDifference
WMB8.13%0.38%7.75%
KMI6.49%0.26%6.23%
OKE5.42%0.23%5.19%
TRGPProProPro
DTMProProPro
AMProProPro
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Frequently Asked Questions

Which is cheaper, EINC or VYM?

EINC has an expense ratio of 0.46% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, EINC or VYM?

Over the past year EINC returned +33.56% vs +23.48% for VYM, so EINC leads on 1-year performance. Over the longest common window we track (14 years), EINC annualized -4.53% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, EINC or VYM?

EINC has been the more volatile fund at 26.8% annualized versus 14.6% for VYM. Worst drawdown: EINC -93.4% vs VYM -58.8%.

Should I hold both EINC and VYM?

EINC and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EINC and VYM?

EINC and VYM share 7 common holdings with a 1.2% weight overlap. Combined, they hold 626 unique securities.

Which pays a higher dividend, EINC or VYM?

EINC yields 3.47% while VYM yields 2.24%, so EINC currently pays the higher dividend yield.

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