FEAC vs VYM

FEAC vs VYM

Which is better, FEAC or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. FEAC led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 34.5%.

Lower Fees: VYMHigher Returns: FEACLess Concentrated: 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

MetricFEACVYM
Expense Ratio0.18%0.04%Best
AUM$17M$81.6B
Dividend Yield0.75%2.22%
Holdings485613
YTD Return+13.40%Best+11.35%
1Y Return+17.49%Best+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)12.8%10.7%Best
Max Drawdown-19.0%-14.5%Best
$10,000 over 1.8 years$13,129Best$12,542
Top 10 Weight34.5%26.1%Best
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 19, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 18, 2026 (1.8 years).

FEAC 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 1.8 years both funds cover.

FEAC vs VYM Performance

Fidelity Enhanced US All-Cap Equity ETF (FEAC) is an ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FEAC returned +17.49% while VYM returned +15.34%. Year to date, FEAC is up 13.40% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FEAC has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 10.7% 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 -19.0% for FEAC 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FEAC charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, FEAC currently yields 0.75% against 2.22% for VYM.

Holdings Overlap

FEAC already in VYM29.9%
VYM already in FEAC43.0%

29.9% of FEAC's money is in holdings VYM also owns. 43.0% of VYM's money is in holdings FEAC also owns.

The two portfolios partly overlap.

95 positions in common, counted across the 397 positions we hold weights for in FEAC and 557 in VYM, against full books of 485 and 613.

What only one of them owns

Our book lists 436 positions for VYM that do not appear in our book for FEAC (54.3% of the fund), and 277 for FEAC that do not appear in VYM (66.1%).

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

StockWeight in FEACWeight in VYMDifference
AVGOBroadcom Inc2.92%7.35%4.43%
JPMJpmorgan Chase0.60%3.82%3.22%
ABBVAbbvie Inc.1.27%1.80%0.53%
CSCOCisco Systems Inc. - Ordinary Shares1.16%1.86%0.70%
XOMExxon Mobil Corp.0.35%2.63%2.28%
JNJJohnson & Johnson - Common0.18%2.51%2.33%
BACBank of America Corp.: Financials0.82%1.66%0.84%
GILDGilead Sciences Inc0.94%0.66%0.28%
MRKMerck & Company Inc0.27%1.31%1.04%
TBBAt&t Inc0.93%0.64%0.29%

43.0% of VYM is already inside FEAC.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FEACVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FEAC or VYM?

FEAC has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, FEAC or VYM?

Over the past year FEAC returned +17.49% vs +15.34% for VYM, so FEAC leads on 1-year performance. Over the longest common window we track (2 years), FEAC annualized +16.33% vs +13.41% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FEAC or VYM?

FEAC has been the more volatile fund at 12.8% annualized versus 10.7% for VYM. Worst drawdown: FEAC -19.0% vs VYM -14.5%.

Should I hold both FEAC and VYM?

FEAC and VYM have a monthly-return correlation of 0.76, 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 FEAC and VYM?

43.0% of VYM's money is in holdings FEAC also owns. 43.0% of VYM's is in holdings FEAC also owns. They hold 95 positions in common, counted across the 397 positions we hold weights for in FEAC and 557 in VYM.

Which pays a higher dividend, FEAC or VYM?

FEAC yields 0.75% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than FEAC?

VYM has a lower expense ratio. FEAC led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 34.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.