IEV vs VYM

IEV vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricIEVVYMWinner
Expense Ratio0.60%0.04%
AUM$1.7B$81.6B
Dividend Yield2.72%2.24%
Holdings374616
YTD Return+10.43%+14.66%
1Y Return+19.39%+22.16%
3Y Return (annualized)+18.41%+18.72%
5Y Return (annualized)+9.92%+12.18%
Volatility (annualized)18.2%14.6%
Max Drawdown-65.6%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionJul 25, 2000Nov 10, 2006

IEV vs VYM Performance

iShares Europe ETF (IEV) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IEV returned +19.39% while VYM returned +22.16%. Year to date, IEV is up 10.43% versus a gain of 14.66% for VYM.

Over three years, IEV compounded at +18.41% per year against +18.72% for VYM; over five years the annualized figures are +9.92% and +12.18% respectively. Across the full 20-year window we track, VYM has the edge at +7.01% annualized vs +3.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IEV has been the more volatile fund, with annualized monthly volatility of 18.2% 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 -65.6% for IEV 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IEV charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, IEV currently yields 2.72% against 2.24% for VYM.

Holdings Overlap

0.3%overlap

IEV and VYM share 2 holdings out of 962 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IEVWeight in VYMDifference
MRK0.15%1.32%1.17%
DG0.51%0.11%0.40%

Frequently Asked Questions

Which is cheaper, IEV or VYM?

IEV has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, IEV or VYM?

Over the past year IEV returned +19.39% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IEV annualized +3.27% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, IEV or VYM?

IEV has been the more volatile fund at 18.2% annualized versus 14.6% for VYM. Worst drawdown: IEV -65.6% vs VYM -58.8%.

Should I hold both IEV and VYM?

IEV and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IEV and VYM?

IEV and VYM share 2 common holdings with a 0.3% weight overlap. Combined, they hold 962 unique securities.

Which pays a higher dividend, IEV or VYM?

IEV yields 2.72% while VYM yields 2.24%, so IEV currently pays the higher dividend yield.

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