EOD vs VYM

EOD vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: EODMore Diversified: VYM

Side-by-Side Comparison

MetricEODVYMWinner
Expense Ratio1.37%0.04%
AUM$315M$81.6B
Dividend Yield7.57%2.24%
Holdings397616
YTD Return+19.90%+16.42%
1Y Return+28.17%+24.22%
3Y Return (annualized)+27.21%+19.03%
5Y Return (annualized)+12.84%+12.21%
Volatility (annualized)19.6%14.6%
Max Drawdown-85.6%-58.8%
Fund FamilyAllspring Global InvestmentsVanguard (US)
CategoryAllocation/BalancedEquity
InceptionMar 28, 2007Nov 10, 2006

EOD vs VYM Performance

Allspring Global Dividend Opportunity Fund (EOD) is a ETF from Allspring Global Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EOD returned +28.17% while VYM returned +24.22%. Year to date, EOD is up 19.90% versus a gain of 16.42% for VYM.

Over three years, EOD compounded at +27.21% per year against +19.03% for VYM; over five years the annualized figures are +12.84% and +12.21% respectively. Across the full 19-year window we track, VYM has the edge at +7.10% annualized vs -2.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EOD has been the more volatile fund, with annualized monthly volatility of 19.6% 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 -85.6% for EOD 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

EOD charges 1.37% per year while VYM charges 0.04%. On a $10,000 position that is $137 vs $4 annually, a gap of $133 per year that compounds over a long holding period. On income, EOD currently yields 7.57% against 2.24% for VYM.

Holdings Overlap

8.3%overlap

EOD and VYM share 18 holdings out of 911 unique holdings combined, representing a 8.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EODWeight in VYMDifference
AVGO1.99%7.29%5.30%
MRK1.76%1.32%0.44%
C1.69%0.94%0.75%
IBMProProPro
GILDProProPro
BMYProProPro
PFEProProPro
CFGProProPro
DELLProProPro
DGProProPro
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Frequently Asked Questions

Which is cheaper, EOD or VYM?

EOD has an expense ratio of 1.37% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $133 per year of difference.

Which performed better, EOD or VYM?

Over the past year EOD returned +28.17% vs +24.22% for VYM, so EOD leads on 1-year performance. Over the longest common window we track (19 years), EOD annualized -2.87% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, EOD or VYM?

EOD has been the more volatile fund at 19.6% annualized versus 14.6% for VYM. Worst drawdown: EOD -85.6% vs VYM -58.8%.

Should I hold both EOD and VYM?

EOD 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 EOD and VYM?

EOD and VYM share 18 common holdings with a 8.3% weight overlap. Combined, they hold 911 unique securities.

Which pays a higher dividend, EOD or VYM?

EOD yields 7.57% while VYM yields 2.24%, so EOD currently pays the higher dividend yield.

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