EMOT vs VYM
First Trust S&P 500 Economic Moat ETF vs Vanguard High Dividend Yield ETF
Which is better, EMOT or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. EMOT is less concentrated, with 23.7% of the fund in its ten largest positions against 26.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EMOT | VYM |
|---|---|---|
| Expense Ratio | 0.60% | 0.04%Best |
| AUM | $3M | $81.6B |
| Dividend Yield | 1.06% | 2.22% |
| Holdings | 102 | 613 |
| YTD Return | +9.59% | +9.71%Best |
| 1Y Return | +9.31% | +13.77%Best |
| 3Y Return (annualized) | - | +17.30% |
| 5Y Return (annualized) | - | +11.45% |
| Volatility (annualized) | 11.6% | 10.7%Best |
| Max Drawdown | -16.4% | -14.5%Best |
| $10,000 over 2.2 years | $13,121 | $13,885Best |
| Top 10 Weight | 23.7%Best | 26.1% |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 26, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 27, 2024 to Sep 24, 2026 (2.2 years).
EMOT vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
EMOT vs VYM Performance
First Trust S&P 500 Economic Moat ETF (EMOT) is an ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EMOT returned +9.31% while VYM returned +13.77%. Year to date, EMOT is up 9.59% versus a gain of 9.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EMOT has been the more volatile fund, with annualized monthly volatility of 11.6% compared with 10.7% 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 -16.4% for EMOT and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EMOT charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, EMOT currently yields 1.06% against 2.22% for VYM.
Holdings Overlap
45.0% of EMOT's money is in holdings VYM also owns. 19.6% of VYM's money is in holdings EMOT also owns.
The two portfolios partly overlap.
23 positions in common, counted across the 50 positions we hold weights for in EMOT and 557 in VYM, against full books of 102 and 613.
What only one of them owns
Our book lists 505 positions for VYM that do not appear in our book for EMOT (77.4% of the fund), and 27 for EMOT that do not appear in VYM (54.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EMOT | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 1.91% | 7.35% | 5.44% |
| KOCoca Cola Co. | 2.03% | 1.38% | 0.65% |
| HDHome Depot Inc/The | 1.97% | 1.34% | 0.63% |
| PGProcter & Gamble Company | 1.87% | 1.37% | 0.50% |
| PMPhilip Morris International Inc. | 1.96% | 1.21% | 0.75% |
| ADPAutomatic Data Processing, Inc. | 2.37% | 0.43% | 1.94% |
| TXNTexas Instrument Inc | 1.78% | 1.02% | 0.76% |
| PEPPepsico Inc. | 1.87% | 0.77% | 1.10% |
| MCDMcdonald'S Corp | 1.79% | 0.78% | 1.01% |
| PAYXPaychex, Inc. | 2.42% | 0.15% | 2.27% |
45.0% of EMOT is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EMOT or VYM?
EMOT has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, EMOT or VYM?
Over the past year EMOT returned +9.31% vs +13.77% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), EMOT annualized +13.14% vs +16.09% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EMOT or VYM?
EMOT has been the more volatile fund at 11.6% annualized versus 10.7% for VYM. Worst drawdown: EMOT -16.4% vs VYM -14.5%.
Should I hold both EMOT and VYM?
EMOT and VYM have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EMOT and VYM?
45.0% of EMOT's money is in holdings VYM also owns. 19.6% of VYM's is in holdings EMOT also owns. They hold 23 positions in common, counted across the 50 positions we hold weights for in EMOT and 557 in VYM.
Which pays a higher dividend, EMOT or VYM?
EMOT yields 1.06% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EMOT?
VYM has a lower expense ratio. VYM led over 1Y and the full window. EMOT is less concentrated, with 23.7% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.