FDIG vs VYM

FDIG vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricFDIGVYMWinner
Expense Ratio0.39%0.04%
AUM$248M$81.6B
Dividend Yield1.53%2.24%
Holdings66616
YTD Return+3.92%+16.42%
1Y Return+9.91%+24.22%
3Y Return (annualized)+30.51%+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)60.9%14.6%
Max Drawdown-58.3%-58.8%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryAlternativeEquity
InceptionApr 19, 2022Nov 10, 2006

FDIG vs VYM Performance

Fidelity Crypto Industry and Digital Payments ETF (FDIG) is a ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FDIG returned +9.91% while VYM returned +24.22%. Year to date, FDIG is up 3.92% versus a gain of 16.42% for VYM.

Over three years, FDIG compounded at +30.51% per year against +19.03% for VYM. Across the full 4-year window we track, FDIG has the edge at +14.97% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FDIG has been the more volatile fund, with annualized monthly volatility of 60.9% 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 -58.3% for FDIG 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FDIG charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, FDIG currently yields 1.53% against 2.24% for VYM.

Holdings Overlap

0.1%overlap

FDIG and VYM share 2 holdings out of 657 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FDIGWeight in VYMDifference
GPN1.73%0.05%1.68%
PAGS1.19%0.01%1.18%

Frequently Asked Questions

Which is cheaper, FDIG or VYM?

FDIG has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, FDIG or VYM?

Over the past year FDIG returned +9.91% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), FDIG annualized +14.97% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, FDIG or VYM?

FDIG has been the more volatile fund at 60.9% annualized versus 14.6% for VYM. Worst drawdown: FDIG -58.3% vs VYM -58.8%.

Should I hold both FDIG and VYM?

FDIG and VYM have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FDIG and VYM?

FDIG and VYM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 657 unique securities.

Which pays a higher dividend, FDIG or VYM?

FDIG yields 1.53% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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