FEOE vs VYM

FEOE vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: FEOEMore Diversified: VYM

Side-by-Side Comparison

MetricFEOEVYMWinner
Expense Ratio0.50%0.04%
AUM$1.7B$81.6B
Dividend Yield1.33%2.24%
Holdings77616
YTD Return+14.50%+16.42%
1Y Return+30.18%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)12.4%14.6%
Max Drawdown-12.3%-58.8%
Fund FamilyFirst Eagle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionDec 19, 2024Nov 10, 2006

FEOE vs VYM Performance

First Eagle Overseas Equity ETF (FEOE) is a ETF from First Eagle Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FEOE returned +30.18% while VYM returned +24.22%. Year to date, FEOE is up 14.50% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.4% for FEOE. 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 -12.3% for FEOE 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

FEOE charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, FEOE currently yields 1.33% against 2.24% for VYM.

Holdings Overlap

1.3%overlap

FEOE and VYM share 2 holdings out of 675 unique holdings combined, representing a 1.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FEOEWeight in VYMDifference
NEM1.64%0.41%1.23%
PM0.87%1.17%0.30%

Frequently Asked Questions

Which is cheaper, FEOE or VYM?

FEOE has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, FEOE or VYM?

Over the past year FEOE returned +30.18% vs +24.22% for VYM, so FEOE leads on 1-year performance. Over the longest common window we track (2 years), FEOE annualized +34.46% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, FEOE or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 12.4% for FEOE. Worst drawdown: FEOE -12.3% vs VYM -58.8%.

Should I hold both FEOE and VYM?

FEOE and VYM have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FEOE and VYM?

FEOE and VYM share 2 common holdings with a 1.3% weight overlap. Combined, they hold 675 unique securities.

Which pays a higher dividend, FEOE or VYM?

FEOE yields 1.33% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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