EUSA vs VYM
iShares MSCI USA Equal Weighted ETF vs Vanguard High Dividend Yield ETF
Which is better, EUSA or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. EUSA led over the full window, VYM over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.93. EUSA is less concentrated, with 2.3% 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 | EUSA | VYM |
|---|---|---|
| Expense Ratio | 0.09% | 0.04%Best |
| AUM | $1.9B | $81.6B |
| Dividend Yield | 1.42% | 2.22% |
| Holdings | 534 | 613 |
| YTD Return | +9.76% | +11.35%Best |
| 1Y Return | +11.56% | +15.34%Best |
| 3Y Return (annualized) | +15.27% | +17.22%Best |
| 5Y Return (annualized) | +7.75% | +12.30%Best |
| Volatility (annualized) | 15.4% | 13.1%Best |
| Max Drawdown | -39.2% | -35.7%Best |
| $10,000 over 5 years | $14,524 | $17,861Best |
| Top 10 Weight | 2.3%Best | 26.1% |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 5, 2010 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 7, 2010 to Sep 18, 2026 (16.4 years).
EUSA 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 16.4 years both funds cover.
EUSA vs VYM Performance
iShares MSCI USA Equal Weighted ETF (EUSA) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EUSA returned +11.56% while VYM returned +15.34%. Year to date, EUSA is up 9.76% versus a gain of 11.35% for VYM.
Over three years, EUSA compounded at +15.27% per year against +17.22% for VYM; over five years the annualized figures are +7.75% and +12.30% respectively. Across the full 16-year window we track, EUSA has the edge at +10.63% annualized vs +10.23%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUSA has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 13.1% 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 -39.2% for EUSA 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EUSA 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, EUSA currently yields 1.42% against 2.22% for VYM.
Holdings Overlap
44.3% of EUSA's money is in holdings VYM also owns. 87.5% of VYM's money is in holdings EUSA also owns.
Most of VYM is already inside EUSA. Owning both mostly buys the same companies twice.
228 positions in common, counted across the 495 positions we hold weights for in EUSA and 557 in VYM, against full books of 534 and 613.
What only one of them owns
Our book lists 301 positions for VYM that do not appear in our book for EUSA (9.9% of the fund), and 254 for EUSA that do not appear in VYM (49.1%).
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
| Stock | Weight in EUSA | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 0.20% | 7.35% | 7.15% |
| JPMJpmorgan Chase | 0.20% | 3.82% | 3.62% |
| XOMExxon Mobil Corp. | 0.19% | 2.63% | 2.44% |
| JNJJohnson & Johnson - Common | 0.19% | 2.51% | 2.32% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.20% | 1.86% | 1.66% |
| ABBVAbbvie Inc. | 0.19% | 1.80% | 1.61% |
| BACBank of America Corp.: Financials | 0.19% | 1.66% | 1.47% |
| UNHUnitedhealth Group Incorporated | 0.20% | 1.52% | 1.32% |
| CATCaterpillar, Inc. | 0.19% | 1.50% | 1.31% |
| CVXChevron Corp | 0.20% | 1.48% | 1.28% |
87.5% of VYM is already inside EUSA.
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, EUSA or VYM?
EUSA 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, EUSA or VYM?
Over the past year EUSA returned +11.56% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), EUSA annualized +10.63% vs +10.23% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EUSA or VYM?
EUSA has been the more volatile fund at 15.4% annualized versus 13.1% for VYM. Worst drawdown: EUSA -39.2% vs VYM -35.7%.
Should I hold both EUSA and VYM?
EUSA and VYM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between EUSA and VYM?
87.5% of VYM's money is in holdings EUSA also owns. 87.5% of VYM's is in holdings EUSA also owns. They hold 228 positions in common, counted across the 495 positions we hold weights for in EUSA and 557 in VYM.
Which pays a higher dividend, EUSA or VYM?
EUSA yields 1.42% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EUSA?
VYM has a lower expense ratio. EUSA led over the full window, VYM over 1Y, 3Y and 5Y. The two have moved almost in lockstep, correlation 0.93. EUSA is less concentrated, with 2.3% 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.