IBGM 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

MetricIBGMVYMWinner
Expense Ratio0.07%0.04%
AUM$4M$79.0B
Dividend Yield0.80%2.86%
Holdings3568
YTD Return-2.66%+16.78%
1Y Return-+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)-14.6%
Max Drawdown-5.7%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2026Nov 10, 2006

IBGM vs VYM Performance

iShares iBonds Dec 2056 Term Treasury ETF (IBGM) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, IBGM is down 2.66% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.7% for IBGM 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

IBGM charges 0.07% per year while VYM charges 0.04%. On a $10,000 position that is $7 vs $4 annually, a gap of $3 per year that compounds over a long holding period. On income, IBGM currently yields 0.80% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

IBGM and VYM share 0 holdings out of 559 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, IBGM or VYM?

IBGM has an expense ratio of 0.07% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

What is the holdings overlap between IBGM and VYM?

IBGM and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, IBGM or VYM?

IBGM yields 0.80% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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