EVLN vs VYM

EVLN vs VYM

Which is better, EVLN or VYM?

Bank Loan against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricEVLNVYM
Expense Ratio0.60%0.04%Best
AUM$1.5B$81.6B
Dividend Yield6.76%2.22%
Holdings440613
YTD Return+3.26%+11.35%Best
1Y Return+4.61%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)2.0%Best10.6%
Max Drawdown-2.8%Best-14.5%
$10,000 over 2.6 years$11,684$15,038Best
Fund FamilyMorgan Stanley Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleBank LoanLarge Cap Value
InceptionFeb 6, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 8, 2024 to Sep 18, 2026 (2.6 years).

EVLN 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 2.6 years both funds cover.

EVLN vs VYM Performance

Eaton Vance Floating-Rate ETF (EVLN) is an ETF from Morgan Stanley Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EVLN returned +4.61% while VYM returned +15.34%. Year to date, EVLN is up 3.26% versus a gain of 11.35% 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 10.6% compared with 2.0% for EVLN. 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 -2.8% for EVLN and -14.5% 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 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EVLN charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, EVLN currently yields 6.76% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 196 holdings in EVLN and 557 in VYM, totalling 56.0% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 212 days apart, EVLN as of Dec 31, 2025 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 196 positions we hold weights for in EVLN and 557 in VYM, against full books of 440 and 613.

You are not choosing between two funds in isolation.

Whichever of EVLN and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EVLNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EVLN or VYM?

EVLN has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, EVLN or VYM?

Over the past year EVLN returned +4.61% vs +15.34% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EVLN or VYM?

VYM has been the more volatile fund at 10.6% annualized versus 2.0% for EVLN. Worst drawdown: EVLN -2.8% vs VYM -14.5%.

Should I hold both EVLN and VYM?

EVLN and VYM have a monthly-return correlation of 0.34, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EVLN or VYM?

EVLN yields 6.76% while VYM yields 2.22%, so EVLN currently pays the higher dividend yield.

Is VYM better than EVLN?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.