EVLU vs VYM
EVLU vs VYM
iShares MSCI Emerging Markets Value Factor ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EVLU delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EVLU | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $14M | $79.0B | |
| Dividend Yield | 3.81% | 2.86% | |
| Holdings | 278 | 568 | |
| YTD Return | +25.61% | +15.80% | |
| 1Y Return | +51.60% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 18.9% | 14.6% | |
| Max Drawdown | -17.2% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 4, 2024 | Nov 10, 2006 |
EVLU vs VYM Performance
iShares MSCI Emerging Markets Value Factor ETF (EVLU) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EVLU returned +51.60% while VYM returned +26.12%. Year to date, EVLU is up 25.61% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
EVLU has been the more volatile fund, with annualized monthly volatility of 18.9% 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 -17.2% for EVLU 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
EVLU charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, EVLU currently yields 3.81% against 2.86% for VYM.
Holdings Overlap
EVLU and VYM share 0 holdings out of 810 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, EVLU or VYM?
EVLU has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, EVLU or VYM?
Over the past year EVLU returned +51.60% vs +26.12% for VYM, so EVLU leads on 1-year performance. Over the longest common window we track (2 years), EVLU annualized +36.24% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, EVLU or VYM?
EVLU has been the more volatile fund at 18.9% annualized versus 14.6% for VYM. Worst drawdown: EVLU -17.2% vs VYM -58.8%.
Should I hold both EVLU and VYM?
EVLU and VYM have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between EVLU and VYM?
EVLU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 810 unique securities.
Which pays a higher dividend, EVLU or VYM?
EVLU yields 3.81% while VYM yields 2.86%, so EVLU currently pays the higher dividend yield.
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