FHDG vs VYM

FHDG vs VYM

Which is better, FHDG or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): 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

MetricFHDGVYM
Expense Ratio0.85%0.04%Best
AUM$71M$81.6B
Dividend Yield0.00%2.22%
Holdings10613
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionNov 15, 2024Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 6129 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FHDG has data through Dec 10, 2009 and VYM through Sep 21, 2026.

Fees and Cost Over Time

FHDG charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, FHDG currently yields 0.00% against 2.22% for VYM.

You are not choosing between two funds in isolation.

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

FHDGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FHDG or VYM?

FHDG has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option, by $81 a year on a $10,000 investment.

Which pays a higher dividend, FHDG or VYM?

FHDG yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than FHDG?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.