FILL vs VYM

FILL vs VYM

Which is better, FILL or VYM?

VYM has been ahead.

VYM led over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 61.0%.

Higher Returns (full window): VYMLess 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

MetricFILLVYM
Expense Ratio-0.04%
AUM-$81.6B
Dividend Yield-2.24%
Holdings185613
Volatility (annualized)35.9%13.2%Best
Max Drawdown-76.3%-35.7%Best
$10,000 over 13.7 years$16,450$35,064Best
Top 10 Weight61.0%25.9%Best
Fund Family-Vanguard (US)
Category-Equity
Style-Large Cap Value
Inception-Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 311 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. FILL has data through Oct 28, 2025 and VYM through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 13.7 years row, are measured over the window both funds cover: Feb 2, 2012 to Oct 28, 2025 (13.7 years).

Risk: Volatility and Drawdowns

FILL has been the more volatile fund, with annualized monthly volatility of 35.9% compared with 13.2% 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 -76.3% for FILL and -35.7% 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 0.49. They move together some of the time, and apart the rest.

Holdings Overlap

FILL already in VYM49.3%
VYM already in FILL6.4%

49.3% of FILL's money is in holdings VYM also owns. 6.4% of VYM's money is in holdings FILL also owns.

The two portfolios partly overlap.

The two holdings books were reported 303 days apart, FILL as of Aug 31, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

28 positions in common, counted across the 185 positions we hold weights for in FILL and 603 in VYM, against full books of 185 and 613.

What only one of them owns

Our book lists 542 positions for VYM that do not appear in our book for FILL (91.0% of the fund), and 126 for FILL that do not appear in VYM (40.8%).

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 FILLWeight in VYMDifference
XOMExxon Mobil Corp.18.30%2.36%15.94%
CVXChevron Corp11.70%1.28%10.42%
COPConocophillips Common Stock USD 0.014.64%0.53%4.11%
EOGEog Resources Inc2.53%0.29%2.24%
MPCMarathon Petroleum Corp2.05%0.31%1.74%
VLOValero Energy1.77%0.32%1.45%
OXYOccidental Petroleum Corp.1.31%0.15%1.16%
EQTEQT Corp.1.14%0.13%1.01%
FANGDiamondback Energy, Inc.1.05%0.14%0.91%
DVNDevon Energy Corporation0.82%0.19%0.63%

49.3% of FILL is already inside VYM.

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

FILLVYM

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Frequently Asked Questions

Which is riskier, FILL or VYM?

FILL has been the more volatile fund at 35.9% annualized versus 13.2% for VYM. Worst drawdown: FILL -76.3% vs VYM -35.7%.

Should I hold both FILL and VYM?

FILL and VYM have a monthly-return correlation of 0.49, 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 FILL and VYM?

49.3% of FILL's money is in holdings VYM also owns. 6.4% of VYM's is in holdings FILL also owns. They hold 28 positions in common, counted across the 185 positions we hold weights for in FILL and 603 in VYM.

Is VYM better than FILL?

VYM led over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 61.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.