FSEV vs VYM

FSEV vs VYM

Which is better, FSEV or VYM?

Small Cap Value against Large Cap Value.

VYM has a lower expense ratio. FSEV is less concentrated, with 8.6% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMLess Concentrated: FSEV

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

MetricFSEVVYM
Expense Ratio0.28%0.04%Best
AUM$7M$81.6B
Dividend Yield0.27%2.24%
Holdings390613
YTD Return+6.82%+14.33%Best
1Y Return-+20.01%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.16%
Top 10 Weight8.6%Best25.9%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
StyleSmall Cap ValueLarge Cap Value
InceptionApr 28, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

FSEV 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

FSEV vs VYM Performance

Fidelity Enhanced Small Cap Value ETF (FSEV) is an ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, FSEV is up 6.82% versus a gain of 14.33% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

FSEV charges 0.28% per year while VYM charges 0.04%. On a $10,000 position that is $28 vs $4 annually, a gap of $24 per year that compounds over a long holding period. On income, FSEV currently yields 0.27% against 2.24% for VYM.

Holdings Overlap

FSEV already in VYM29.0%
VYM already in FSEV1.4%

29.0% of FSEV's money is in holdings VYM also owns. 1.4% of VYM's money is in holdings FSEV also owns.

FSEV and VYM share little of their money.

95 positions in common, counted across the 427 positions we hold weights for in FSEV and 602 in VYM, against full books of 390 and 613.

What only one of them owns

Our book lists 478 positions for VYM that do not appear in our book for FSEV (95.8% of the fund), and 308 for FSEV that do not appear in VYM (66.3%).

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 FSEVWeight in VYMDifference
UMBFUmb Financial Corp0.92%0.04%0.88%
VACMarriott Vacations Worldwide Corp0.90%0.01%0.89%
BFHBread Financial Holdings, Inc.0.83%0.02%0.81%
VLYValley National Bancorp0.82%0.03%0.79%
HOMBHome Bancshares Inc/ar0.82%0.02%0.80%
CNOCno Financial Group Inc0.79%0.02%0.77%
GATXGatx Corp (gatx)0.71%0.03%0.68%
NBTBNbt Bancorp Inc0.71%0.01%0.70%
IOSPInnospec Inc.(iosp)0.68%0.01%0.67%
SWXSouthwest Gas Corp.0.63%0.03%0.60%

29.0% of FSEV 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.

FSEVVYM

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Frequently Asked Questions

Which is cheaper, FSEV or VYM?

FSEV has an expense ratio of 0.28% while VYM charges 0.04%. VYM is the cheaper option, by $24 a year on a $10,000 investment.

What is the holdings overlap between FSEV and VYM?

29.0% of FSEV's money is in holdings VYM also owns. 1.4% of VYM's is in holdings FSEV also owns. They hold 95 positions in common, counted across the 427 positions we hold weights for in FSEV and 602 in VYM.

Which pays a higher dividend, FSEV or VYM?

FSEV yields 0.27% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than FSEV?

VYM has a lower expense ratio. FSEV is less concentrated, with 8.6% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.