HEDG vs VYM

HEDG vs VYM

Which is better, HEDG or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): 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

MetricHEDGVYM
Expense Ratio0.96%0.04%Best
AUM$452M$81.6B
Dividend Yield2.28%2.22%
Holdings10613
YTD Return+6.68%+10.96%Best
1Y Return+10.07%+15.42%Best
3Y Return (annualized)-+17.78%
5Y Return (annualized)-+12.05%
Top 10 Weight-26.1%
Fund FamilyEquable SharesVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionOct 13, 2025Nov 10, 2006

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

HEDG 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.

HEDG vs VYM Performance

Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HEDG returned +10.07% while VYM returned +15.42%. Year to date, HEDG is up 6.68% versus a gain of 10.96% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

HEDG 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, HEDG currently yields 2.28% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 5 holdings in HEDG and 557 in VYM, totalling 102.6% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 5 positions we hold weights for in HEDG and 557 in VYM, against full books of 10 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for HEDG (97.1% of the fund), and 5 for HEDG that do not appear in VYM (102.6%).

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.

You are not choosing between two funds in isolation.

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

HEDGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HEDG or VYM?

HEDG has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, HEDG or VYM?

Over the past year HEDG returned +10.07% vs +15.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, HEDG or VYM?

HEDG yields 2.28% while VYM yields 2.22%, so HEDG currently pays the higher dividend yield.

Is VYM better than HEDG?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.