HEDG vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricHEDGVYMWinner
Expense Ratio0.96%0.04%
AUM$424M$79.0B
Dividend Yield2.34%2.86%
Holdings9568
YTD Return+5.17%+15.80%
1Y Return-+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)-14.6%
Max Drawdown-3.9%-58.8%
Fund FamilyEquable SharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 13, 2025Nov 10, 2006

HEDG vs VYM Performance

Equable Shares Hedged Equity ETF (HEDG) is a ETF from Equable Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, HEDG is up 5.17% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.9% for HEDG 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

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 2.34% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

HEDG and VYM share 0 holdings out of 563 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, HEDG or VYM?

HEDG 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 HEDG and VYM?

HEDG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, HEDG or VYM?

HEDG yields 2.34% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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