GOVI vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricGOVIVYMWinner
Expense Ratio0.15%0.04%
AUM$1.2B$79.0B
Dividend Yield3.81%2.86%
Holdings31568
YTD Return-1.40%+16.78%
1Y Return+0.28%+24.43%
3Y Return (annualized)+1.88%+18.60%
5Y Return (annualized)-3.70%+12.30%
Volatility (annualized)8.7%14.6%
Max Drawdown-33.1%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionOct 11, 2007Nov 10, 2006

GOVI vs VYM Performance

Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GOVI returned +0.28% while VYM returned +24.43%. Year to date, GOVI is down 1.40% versus a gain of 16.78% for VYM.

Over three years, GOVI compounded at +1.88% per year against +18.60% for VYM; over five years the annualized figures are -3.70% and +12.30% respectively. Across the full 19-year window we track, VYM has the edge at +7.11% annualized vs +1.07%. 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 8.7% for GOVI. 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 -33.1% for GOVI 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GOVI charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, GOVI currently yields 3.81% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

GOVI and VYM share 0 holdings out of 588 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, GOVI or VYM?

GOVI has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, GOVI or VYM?

Over the past year GOVI returned +0.28% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), GOVI annualized +1.07% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, GOVI or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 8.7% for GOVI. Worst drawdown: GOVI -33.1% vs VYM -58.8%.

Should I hold both GOVI and VYM?

GOVI and VYM have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GOVI and VYM?

GOVI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 588 unique securities.

Which pays a higher dividend, GOVI or VYM?

GOVI yields 3.81% while VYM yields 2.86%, so GOVI currently pays the higher dividend yield.

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