HBRD vs VYM

HBRD vs VYM

Which is better, HBRD or VYM?

Intermediate Term Bond against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: VYM

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

MetricHBRDVYM
Expense Ratio0.40%0.04%Best
AUM$14M$81.6B
Dividend Yield3.00%2.22%
Holdings183613
YTD Return-0.50%+13.91%Best
1Y Return-+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleIntermediate Term BondLarge Cap Value
InceptionFeb 25, 2026Nov 10, 2006

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

HBRD 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.

HBRD vs VYM Performance

Invesco US Hybrid Bond ETF (HBRD) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, HBRD is down 0.50% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

HBRD charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, HBRD currently yields 3.00% against 2.22% for VYM.

Holdings Overlap

VYM already in HBRD0.1%

At least 0.1% of VYM's money is in holdings HBRD also owns.

Stated as a floor: for HBRD, our book for it covers 73.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 131 positions we hold weights for in HBRD and 603 in VYM, against full books of 183 and 613.

Top Shared Holdings

StockWeight in HBRDWeight in VYMDifference
CNPCenterpoint Energy Inc 5.95% Apr 01, 20560.48%0.12%0.36%

You are not choosing between two funds in isolation.

Whichever of HBRD and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

HBRDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HBRD or VYM?

HBRD has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which pays a higher dividend, HBRD or VYM?

HBRD yields 3.00% while VYM yields 2.22%, so HBRD currently pays the higher dividend yield.

Is VYM better than HBRD?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.