IBOT vs VYM
VanEck Robotics ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. IBOT delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | IBOT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.04% | |
| AUM | $93M | $79.0B | |
| Dividend Yield | 0.29% | 2.86% | |
| Holdings | 71 | 568 | |
| YTD Return | +26.87% | +16.16% | |
| 1Y Return | +46.39% | +26.05% | |
| 3Y Return (annualized) | +25.78% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 20.6% | 14.6% | |
| Max Drawdown | -23.3% | -58.8% | |
| Fund Family | VanEck | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 5, 2023 | Nov 10, 2006 |
IBOT vs VYM Performance
VanEck Robotics ETF (IBOT) is a ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IBOT returned +46.39% while VYM returned +26.05%. Year to date, IBOT is up 26.87% versus a gain of 16.16% for VYM.
Over three years, IBOT compounded at +25.78% per year against +18.43% for VYM. Across the full 3-year window we track, IBOT has the edge at +25.82% annualized vs +7.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBOT has been the more volatile fund, with annualized monthly volatility of 20.6% 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 -23.3% for IBOT 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.29% against 2.86% for VYM.
Holdings Overlap
IBOT and VYM share 5 holdings out of 618 unique holdings combined, representing a 2.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $43 per year of difference.
Which performed better, IBOT or VYM?
Over the past year IBOT returned +46.39% vs +26.05% for VYM, so IBOT leads on 1-year performance. Over the longest common window we track (3 years), IBOT annualized +25.82% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, IBOT or VYM?
IBOT has been the more volatile fund at 20.6% annualized versus 14.6% for VYM. Worst drawdown: IBOT -23.3% vs VYM -58.8%.
Should I hold both IBOT and VYM?
IBOT and VYM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IBOT and VYM?
IBOT and VYM share 5 common holdings with a 2.4% weight overlap. Combined, they hold 618 unique securities.
Which pays a higher dividend, IBOT or VYM?
IBOT yields 0.29% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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