FIZY vs VYM
Fitz-Gerald Must Have Portfolio and Options Overlay ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | FIZY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.01% | 0.04% | |
| AUM | $9M | $81.6B | |
| Dividend Yield | - | 2.24% | |
| Holdings | 31 | 613 | |
| YTD Return | +0.32% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -3.8% | -58.8% | |
| Fund Family | XFunds | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 3, 2026 | Nov 10, 2006 |
FIZY vs VYM Performance
Fitz-Gerald Must Have Portfolio and Options Overlay ETF (FIZY) is a ETF from XFunds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, FIZY is up 0.32% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.8% for FIZY 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
FIZY 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.
Holdings Overlap
FIZY and VYM share 10 holdings out of 624 unique holdings combined, representing a 14.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FIZY or VYM?
FIZY has an expense ratio of 1.01% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
What is the holdings overlap between FIZY and VYM?
FIZY and VYM share 10 common holdings with a 14.9% weight overlap. Combined, they hold 624 unique securities.
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