FNOV vs VYM

FNOV vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricFNOVVYMWinner
Expense Ratio0.85%0.04%
AUM$1.2B$81.6B
Dividend Yield0.00%2.24%
Holdings5616
YTD Return+8.39%+14.66%
1Y Return+15.79%+22.16%
3Y Return (annualized)+14.30%+18.72%
5Y Return (annualized)+9.35%+12.18%
Volatility (annualized)11.3%14.6%
Max Drawdown-24.4%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionNov 18, 2019Nov 10, 2006

FNOV vs VYM Performance

FT Vest US Equity Buffer ETF - November (FNOV) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FNOV returned +15.79% while VYM returned +22.16%. Year to date, FNOV is up 8.39% versus a gain of 14.66% for VYM.

Over three years, FNOV compounded at +14.30% per year against +18.72% for VYM; over five years the annualized figures are +9.35% and +12.18% respectively. Across the full 7-year window we track, FNOV has the edge at +10.33% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.3% for FNOV. 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 -24.4% for FNOV and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FNOV 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, FNOV currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

FNOV and VYM share 0 holdings out of 604 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, FNOV or VYM?

FNOV 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.

Which performed better, FNOV or VYM?

Over the past year FNOV returned +15.79% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), FNOV annualized +10.33% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, FNOV or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.3% for FNOV. Worst drawdown: FNOV -24.4% vs VYM -58.8%.

Should I hold both FNOV and VYM?

FNOV and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FNOV and VYM?

FNOV and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, FNOV or VYM?

FNOV yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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