IBOT vs VYM
VanEck Robotics ETF vs Vanguard High Dividend Yield ETF
Which is better, IBOT or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. IBOT led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 41.3%.
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
| Metric | IBOT | VYM |
|---|---|---|
| Expense Ratio | 0.47% | 0.04%Best |
| AUM | $91M | $81.6B |
| Dividend Yield | 0.30% | 2.22% |
| Holdings | 66 | 613 |
| YTD Return | +21.07%Best | +10.96% |
| 1Y Return | +28.59%Best | +15.42% |
| 3Y Return (annualized) | +25.87%Best | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 20.3% | 11.6%Best |
| Max Drawdown | -23.3% | -14.5%Best |
| $10,000 over 3.5 years | $20,744Best | $16,509 |
| Top 10 Weight | 41.3% | 26.1%Best |
| Fund Family | VanEck | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 5, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Apr 6, 2023 to Sep 22, 2026 (3.5 years).
IBOT 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 covers the 3.5 years both funds cover.
IBOT vs VYM Performance
VanEck Robotics ETF (IBOT) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IBOT returned +28.59% while VYM returned +15.42%. Year to date, IBOT is up 21.07% versus a gain of 10.96% for VYM.
Over three years, IBOT compounded at +25.87% per year against +17.78% for VYM. Across the full 4-year window we track, IBOT has the edge at +23.18% annualized vs +15.40%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBOT has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 11.6% 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 -23.3% for IBOT and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IBOT charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, IBOT currently yields 0.30% against 2.22% for VYM.
Holdings Overlap
11.3% of IBOT's money is in holdings VYM also owns. 2.5% of VYM's money is in holdings IBOT also owns.
IBOT and VYM share little of their money.
5 positions in common, counted across the 65 positions we hold weights for in IBOT and 557 in VYM, against full books of 66 and 613.
What only one of them owns
Our book lists 523 positions for VYM that do not appear in our book for IBOT (94.6% of the fund), and 21 for IBOT that do not appear in VYM (30.3%).
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 IBOT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBOT or VYM?
IBOT has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, IBOT or VYM?
Over the past year IBOT returned +28.59% vs +15.42% for VYM, so IBOT leads on 1-year performance. Over the longest common window we track (4 years), IBOT annualized +23.18% vs +15.40% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBOT or VYM?
IBOT has been the more volatile fund at 20.3% annualized versus 11.6% for VYM. Worst drawdown: IBOT -23.3% vs VYM -14.5%.
Should I hold both IBOT and VYM?
IBOT and VYM have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IBOT and VYM?
11.3% of IBOT's money is in holdings VYM also owns. 2.5% of VYM's is in holdings IBOT also owns. They hold 5 positions in common, counted across the 65 positions we hold weights for in IBOT and 557 in VYM.
Which pays a higher dividend, IBOT or VYM?
IBOT yields 0.30% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than IBOT?
VYM has a lower expense ratio. IBOT led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 41.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.