ESBG vs VYM

ESBG vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricESBGVYMWinner
Expense Ratio0.95%0.04%
AUM$2M$81.6B
Dividend Yield1.12%2.24%
Holdings2616
YTD Return+5.84%+14.66%
1Y Return-+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)-14.6%
Max Drawdown-18.8%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionNov 18, 2025Nov 10, 2006

ESBG vs VYM Performance

First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, ESBG is up 5.84% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -18.8% for ESBG and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

ESBG 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, ESBG currently yields 1.12% against 2.24% for VYM.

Frequently Asked Questions

Which is cheaper, ESBG or VYM?

ESBG 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 pays a higher dividend, ESBG or VYM?

ESBG yields 1.12% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free