ESGV vs VYM
Vanguard ESG US Stock ETF vs Vanguard High Dividend Yield ETF
Which is better, ESGV or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. ESGV led over 3Y and the full window, VYM over 1Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.9%.
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 | ESGV | VYM |
|---|---|---|
| Expense Ratio | 0.09% | 0.04%Best |
| AUM | $13.2B | $81.6B |
| Dividend Yield | 0.88% | 2.24% |
| Holdings | 1,244 | 613 |
| YTD Return | +12.90% | +14.82%Best |
| 1Y Return | +18.64% | +20.84%Best |
| 3Y Return (annualized) | +20.92%Best | +18.64% |
| 5Y Return (annualized) | +11.22% | +12.28%Best |
| Volatility (annualized) | 17.8% | 15.5%Best |
| Max Drawdown | -33.7%Best | -35.7% |
| $10,000 over 5 years | $17,018 | $17,845Best |
| Top 10 Weight | 39.9% | 25.9%Best |
| Fund Family | Vanguard (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 18, 2018 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Sep 4, 2026 (8 years).
ESGV 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 8 years both funds cover.
ESGV vs VYM Performance
Vanguard ESG US Stock ETF (ESGV) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ESGV returned +18.64% while VYM returned +20.84%. Year to date, ESGV is up 12.90% versus a gain of 14.82% for VYM.
Over three years, ESGV compounded at +20.92% per year against +18.64% for VYM; over five years the annualized figures are +11.22% and +12.28% respectively. Across the full 8-year window we track, ESGV has the edge at +14.55% annualized vs +10.17%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ESGV has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 15.5% 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 -33.7% for ESGV and -35.7% 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ESGV charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, ESGV currently yields 0.88% against 2.24% for VYM.
Holdings Overlap
27.8% of ESGV's money is in holdings VYM also owns. 65.7% of VYM's money is in holdings ESGV also owns.
The two portfolios partly overlap.
417 positions in common, counted across the 1,225 positions we hold weights for in ESGV and 603 in VYM, against full books of 1,244 and 613.
What only one of them owns
Our book lists 169 positions for VYM that do not appear in our book for ESGV (32.3% of the fund), and 610 for ESGV that do not appear in VYM (68.4%).
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 ESGV | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.17% | 7.29% | 4.12% |
| JPMJpmorgan Chase | 1.58% | 3.38% | 1.80% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.76% | 1.93% | 1.17% |
| ABBVAbbvie Inc. | 0.77% | 1.85% | 1.08% |
| BACBank of America Corp.: Financials | 0.70% | 1.56% | 0.86% |
| UNHUnitedhealth Group Incorporated | 0.67% | 1.56% | 0.89% |
| HDHome Depot Inc/The | 0.57% | 1.46% | 0.89% |
| PGProcter & Gamble Company | 0.60% | 1.42% | 0.82% |
| MRKMerck & Company Inc | 0.54% | 1.32% | 0.78% |
| KOCoca Cola Co. | 0.55% | 1.31% | 0.76% |
65.7% of VYM is already inside ESGV.
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, ESGV or VYM?
ESGV has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, ESGV or VYM?
Over the past year ESGV returned +18.64% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), ESGV annualized +14.55% vs +10.17% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ESGV or VYM?
ESGV has been the more volatile fund at 17.8% annualized versus 15.5% for VYM. Worst drawdown: ESGV -33.7% vs VYM -35.7%.
Should I hold both ESGV and VYM?
ESGV and VYM have a monthly-return correlation of 0.84, 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 ESGV and VYM?
65.7% of VYM's money is in holdings ESGV also owns. 65.7% of VYM's is in holdings ESGV also owns. They hold 417 positions in common, counted across the 1,225 positions we hold weights for in ESGV and 603 in VYM.
Which pays a higher dividend, ESGV or VYM?
ESGV yields 0.88% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than ESGV?
VYM has a lower expense ratio. ESGV led over 3Y and the full window, VYM over 1Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.