GLIX vs VYM

GLIX vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricGLIXVYMWinner
Expense Ratio0.96%0.04%
AUM-$81.6B
Dividend Yield2.07%2.24%
Holdings57616
YTD Return+10.61%+16.42%
1Y Return-+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-7.8%-58.8%
Fund FamilyLazard Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 3, 2025Nov 10, 2006

GLIX vs VYM Performance

Lazard Listed Infrastructure ETF (GLIX) is a ETF from Lazard Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, GLIX is up 10.61% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.8% for GLIX 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

GLIX charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, GLIX currently yields 2.07% against 2.24% for VYM.

Holdings Overlap

2.4%overlap

GLIX and VYM share 13 holdings out of 618 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GLIXWeight in VYMDifference
EXC4.46%0.20%4.26%
ED4.44%0.17%4.27%
OGE4.19%0.04%4.15%
PORProProPro
NSCProProPro
PNWProProPro
UNPProProPro
AWKProProPro
ESProProPro
EVRGProProPro
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Frequently Asked Questions

Which is cheaper, GLIX or VYM?

GLIX has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $92 per year of difference.

What is the holdings overlap between GLIX and VYM?

GLIX and VYM share 13 common holdings with a 2.4% weight overlap. Combined, they hold 618 unique securities.

Which pays a higher dividend, GLIX or VYM?

GLIX yields 2.07% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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