IAE vs VYM
Voya Asia Pacific High Dividend Equity Income Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. IAE delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | IAE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.21% | 0.04% | |
| AUM | $78M | $81.6B | |
| Dividend Yield | 8.99% | 2.24% | |
| Holdings | 484 | 616 | |
| YTD Return | +22.99% | +15.75% | |
| 1Y Return | +34.07% | +23.85% | |
| 3Y Return (annualized) | +27.71% | +19.14% | |
| 5Y Return (annualized) | +12.15% | +12.45% | |
| Volatility (annualized) | 21.8% | 14.6% | |
| Max Drawdown | -78.5% | -58.8% | |
| Fund Family | Voya Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 27, 2007 | Nov 10, 2006 |
IAE vs VYM Performance
Voya Asia Pacific High Dividend Equity Income Fund (IAE) is a ETF from Voya Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IAE returned +34.07% while VYM returned +23.85%. Year to date, IAE is up 22.99% versus a gain of 15.75% for VYM.
Over three years, IAE compounded at +27.71% per year against +19.14% for VYM; over five years the annualized figures are +12.15% and +12.45% respectively. Across the full 19-year window we track, VYM has the edge at +7.06% annualized vs -2.25%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IAE has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 14.6% for VYM. 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 -78.5% for IAE 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IAE charges 1.21% per year while VYM charges 0.04%. On a $10,000 position that is $121 vs $4 annually, a gap of $117 per year that compounds over a long holding period. On income, IAE currently yields 8.99% against 2.24% for VYM.
Holdings Overlap
IAE and VYM share 0 holdings out of 836 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, IAE or VYM?
IAE has an expense ratio of 1.21% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $117 per year of difference.
Which performed better, IAE or VYM?
Over the past year IAE returned +34.07% vs +23.85% for VYM, so IAE leads on 1-year performance. Over the longest common window we track (19 years), IAE annualized -2.25% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, IAE or VYM?
IAE has been the more volatile fund at 21.8% annualized versus 14.6% for VYM. Worst drawdown: IAE -78.5% vs VYM -58.8%.
Should I hold both IAE and VYM?
IAE and VYM have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IAE and VYM?
IAE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 836 unique securities.
Which pays a higher dividend, IAE or VYM?
IAE yields 8.99% while VYM yields 2.24%, so IAE currently pays the higher dividend yield.
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