EIPX vs VYM
FT Energy Income Partners Strategy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EIPX delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EIPX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $560M | $79.0B | |
| Dividend Yield | 2.72% | 2.86% | |
| Holdings | 92 | 568 | |
| YTD Return | +23.36% | +16.10% | |
| 1Y Return | +31.37% | +25.99% | |
| 3Y Return (annualized) | +19.18% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 13.0% | 14.6% | |
| Max Drawdown | -15.4% | -58.8% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 2, 2022 | Nov 10, 2006 |
EIPX vs VYM Performance
FT Energy Income Partners Strategy ETF (EIPX) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EIPX returned +31.37% while VYM returned +25.99%. Year to date, EIPX is up 23.36% versus a gain of 16.10% for VYM.
Over three years, EIPX compounded at +19.18% per year against +18.29% for VYM. Across the full 4-year window we track, EIPX has the edge at +17.71% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.0% for EIPX. 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 -15.4% for EIPX 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EIPX charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, EIPX currently yields 2.72% against 2.86% for VYM.
Holdings Overlap
EIPX and VYM share 48 holdings out of 598 unique holdings combined, representing a 10.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EIPX or VYM?
EIPX has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, EIPX or VYM?
Over the past year EIPX returned +31.37% vs +25.99% for VYM, so EIPX leads on 1-year performance. Over the longest common window we track (4 years), EIPX annualized +17.71% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, EIPX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.0% for EIPX. Worst drawdown: EIPX -15.4% vs VYM -58.8%.
Should I hold both EIPX and VYM?
EIPX and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EIPX and VYM?
EIPX and VYM share 48 common holdings with a 10.9% weight overlap. Combined, they hold 598 unique securities.
Which pays a higher dividend, EIPX or VYM?
EIPX yields 2.72% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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