FIXP vs VYM

FIXP vs VYM

Which is better, FIXP or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricFIXPVYM
Expense Ratio1.01%0.04%Best
AUM$10M$81.6B
Dividend Yield5.59%2.24%
Holdings7613
YTD Return+2.14%+14.82%Best
1Y Return+4.70%+20.84%Best
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)2.6%Best9.5%
Max Drawdown-3.4%Best-14.5%
$10,000 over 1.6 years$10,700$12,800Best
Top 10 Weight-25.9%
Fund FamilyFolioBeyondVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionJan 22, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 23, 2025 to Sep 4, 2026 (1.6 years).

FIXP vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.

FIXP vs VYM Performance

FolioBeyond Enhanced Fixed Income Premium ETF (FIXP) is an ETF from FolioBeyond and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FIXP returned +4.70% while VYM returned +20.84%. Year to date, FIXP is up 2.14% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 9.5% compared with 2.6% for FIXP. 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 -3.4% for FIXP and -14.5% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FIXP charges 1.01% per year while VYM charges 0.04%. On a $10,000 position that is $101 vs $4 annually, a gap of $97 per year that compounds over a long holding period. On income, FIXP currently yields 5.59% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 6 holdings in FIXP and 603 in VYM, totalling 99.9% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 6 positions we hold weights for in FIXP and 603 in VYM, against full books of 7 and 613.

What only one of them owns

Our book lists 570 positions for VYM that do not appear in our book for FIXP (97.4% of the fund), and 6 for FIXP that do not appear in VYM (99.9%).

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.

You are not choosing between two funds in isolation.

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

FIXPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIXP or VYM?

FIXP has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option, by $97 a year on a $10,000 investment.

Which performed better, FIXP or VYM?

Over the past year FIXP returned +4.70% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), FIXP annualized +4.32% vs +16.68% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FIXP or VYM?

VYM has been the more volatile fund at 9.5% annualized versus 2.6% for FIXP. Worst drawdown: FIXP -3.4% vs VYM -14.5%.

Should I hold both FIXP and VYM?

FIXP and VYM have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FIXP or VYM?

FIXP yields 5.59% while VYM yields 2.24%, so FIXP currently pays the higher dividend yield.

Is VYM better than FIXP?

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