FHDG vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricFHDGVYMWinner
Expense Ratio0.85%0.04%
AUM$69M$79.0B
Dividend Yield0.00%2.86%
Holdings5568
YTD Return+44.44%+16.16%
1Y Return-+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown0.0%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionNov 15, 2024Nov 10, 2006

FHDG vs VYM Performance

FT Vest US Equity Quarterly Dynamic Buffer ETF (FHDG) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, FHDG is up 44.44% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was 0.0% for FHDG and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 2.86% for VYM.

Holdings Overlap

0.0%overlap

FHDG and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $81 per year of difference.

What is the holdings overlap between FHDG and VYM?

FHDG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, FHDG or VYM?

FHDG yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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