FGB vs VYM

FGB vs VYM

Which is better, FGB or VYM?

We do not have enough on FGB and VYM to separate them.

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

MetricFGBVYM
Expense Ratio-0.04%
AUM-$81.6B
Dividend Yield-2.24%
Holdings-613
YTD Price Return-+13.45%
1Y Price Return-+17.91%
3Y Price Return (annualized)-+15.38%
5Y Price Return (annualized)-+9.05%
Volatility (annualized)-14.6%
Max Drawdown--58.8%
Fund FamilyFirst Trust Specialty Finance & Financial Opportunities FundVanguard (US)
Category-Equity
Style-Large Cap Value
Inception-Nov 10, 2006

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FGB. We have no price series for FGB, so there is nothing to compare it against.

FGB vs VYM Performance

First Trust Specialty Finance & Financial Opportunities Fund (FGB) is an ETF from First Trust Specialty Finance & Financial Opportunities Fund and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US).

You are not choosing between two funds in isolation.

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

FGBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VYM better than FGB?

We hold very little data on FGB and VYM, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.