ENDW vs VYM

ENDW vs VYM

Which is better, ENDW or VYM?

Allocation/Balanced against Large Cap Value.

VYM has a lower expense ratio. ENDW led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 67.2%.

Lower Fees: VYMHigher Returns: ENDWLess Concentrated: VYM

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

MetricENDWVYM
Expense Ratio0.22%0.04%Best
AUM$158M$81.6B
Dividend Yield2.44%2.24%
Holdings73613
YTD Return+15.15%Best+14.82%
1Y Return+22.76%Best+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)8.4%Best8.5%
Max Drawdown-6.4%Best-6.7%
$10,000 over 1.4 years$15,159Best$14,212
Top 10 Weight67.2%25.9%Best
Fund FamilyCambria Investment ManagementVanguard (US)
CategoryAllocation/BalancedEquity
StyleAllocation/BalancedLarge Cap Value
InceptionApr 10, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 10, 2025 to Sep 4, 2026 (1.4 years).

ENDW 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 1.4 years both funds cover.

ENDW vs VYM Performance

Cambria Endowment Style ETF (ENDW) is an ETF from Cambria Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ENDW returned +22.76% while VYM returned +20.84%. Year to date, ENDW is up 15.15% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 8.5% compared with 8.4% for ENDW. 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 -6.4% for ENDW and -6.7% 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ENDW charges 0.22% per year while VYM charges 0.04%. On a $10,000 position that is $22 vs $4 annually, a gap of $18 per year that compounds over a long holding period. On income, ENDW currently yields 2.44% against 2.24% for VYM.

Holdings Overlap

ENDW already in VYM8.4%
VYM already in ENDW33.8%

8.4% of ENDW's money is in holdings VYM also owns. 33.8% of VYM's money is in holdings ENDW also owns.

The two portfolios partly overlap.

The two holdings books were reported 50 days apart, ENDW as of Aug 19, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

24 positions in common, counted across the 71 positions we hold weights for in ENDW and 603 in VYM, against full books of 73 and 613.

What only one of them owns

Our book lists 546 positions for VYM that do not appear in our book for ENDW (63.6% of the fund), and 44 for ENDW that do not appear in VYM (78.1%).

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

StockWeight in ENDWWeight in VYMDifference
AVGOBroadcom Inc0.93%7.29%6.36%
JPMJpmorgan Chase1.10%3.38%2.28%
JNJJohnson & Johnson - Common0.20%2.54%2.34%
XOMExxon Mobil Corp.0.34%2.36%2.02%
ABBVAbbvie Inc.0.17%1.85%1.68%
UNHUnitedhealth Group Incorporated0.25%1.56%1.31%
BACBank Of America Corp0.12%1.56%1.44%
GSGoldman Sachs Group Inc/The0.50%1.15%0.65%
PGProcter & Gamble Company0.09%1.42%1.33%
CVXChevron Corp0.11%1.28%1.17%

33.8% of VYM is already inside ENDW.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ENDWVYM

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Frequently Asked Questions

Which is cheaper, ENDW or VYM?

ENDW has an expense ratio of 0.22% while VYM charges 0.04%. VYM is the cheaper option, by $18 a year on a $10,000 investment.

Which performed better, ENDW or VYM?

Over the past year ENDW returned +22.76% vs +20.84% for VYM, so ENDW leads on 1-year performance. Over the longest common window we track (1 years), ENDW annualized +34.60% vs +28.54% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ENDW or VYM?

VYM has been the more volatile fund at 8.5% annualized versus 8.4% for ENDW. Worst drawdown: ENDW -6.4% vs VYM -6.7%.

Should I hold both ENDW and VYM?

ENDW and VYM have a monthly-return correlation of 0.88, 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 ENDW and VYM?

33.8% of VYM's money is in holdings ENDW also owns. 33.8% of VYM's is in holdings ENDW also owns. They hold 24 positions in common, counted across the 71 positions we hold weights for in ENDW and 603 in VYM.

Which pays a higher dividend, ENDW or VYM?

ENDW yields 2.44% while VYM yields 2.24%, so ENDW currently pays the higher dividend yield.

Is VYM better than ENDW?

VYM has a lower expense ratio. ENDW led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 67.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.