IBMV vs VYM

IBMV vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricIBMVVYMWinner
Expense Ratio0.18%0.04%
AUM$11M$81.6B
Dividend Yield0.76%2.24%
Holdings191613
YTD Return-1.18%+14.87%
1Y Return-+21.39%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+11.98%
Volatility (annualized)-14.5%
Max Drawdown-3.2%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionMar 25, 2026Nov 10, 2006

IBMV vs VYM Performance

iShares iBonds Dec 2033 Term Muni Bond ETF (IBMV) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, IBMV is down 1.18% versus a gain of 14.87% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.2% for IBMV 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

IBMV charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, IBMV currently yields 0.76% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

IBMV and VYM share 0 holdings out of 641 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, IBMV or VYM?

IBMV has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

What is the holdings overlap between IBMV and VYM?

IBMV and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 641 unique securities.

Which pays a higher dividend, IBMV or VYM?

IBMV yields 0.76% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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