IFLN vs VYM
Invesco Bloomberg Enhanced Fallen Angels ETF vs Vanguard High Dividend Yield ETF
Which is better, IFLN or VYM?
High Yield Bond against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. IFLN is less concentrated, with 24.4% of the fund in its ten largest positions against 26.1%.
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 | IFLN | VYM |
|---|---|---|
| Expense Ratio | 0.23% | 0.04%Best |
| AUM | $301M | $81.6B |
| Dividend Yield | 5.94% | 2.22% |
| Holdings | 115 | 613 |
| YTD Return | -0.15% | +11.47%Best |
| 1Y Return | +1.39% | +15.94%Best |
| 3Y Return (annualized) | +7.18% | +18.03%Best |
| 5Y Return (annualized) | +3.10% | +12.35%Best |
| Volatility (annualized) | 10.3%Best | 14.8% |
| Max Drawdown | -48.8%Best | -57.3% |
| $10,000 over 5 years | $11,649 | $17,901Best |
| Top 10 Weight | 24.4%Best | 26.1% |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | High Yield Bond | Large Cap Value |
| Inception | Nov 15, 2007 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 15, 2007 to Sep 21, 2026 (18.9 years).
IFLN 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 18.9 years both funds cover.
IFLN vs VYM Performance
Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IFLN returned +1.39% while VYM returned +15.94%. Year to date, IFLN is down 0.15% versus a gain of 11.47% for VYM.
Over three years, IFLN compounded at +7.18% per year against +18.03% for VYM; over five years the annualized figures are +3.10% and +12.35% respectively. Across the full 19-year window we track, VYM has the edge at +7.06% annualized vs -0.42%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.8% compared with 10.3% for IFLN. 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 -48.8% for IFLN and -57.3% 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 0.66. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IFLN charges 0.23% per year while VYM charges 0.04%. On a $10,000 position that is $23 vs $4 annually, a gap of $19 per year that compounds over a long holding period. On income, IFLN currently yields 5.94% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 111 holdings in IFLN and 557 in VYM, totalling 95.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 111 positions we hold weights for in IFLN and 557 in VYM, against full books of 115 and 613.
What only one of them owns
Measured across the 111 and 557 positions we hold weights for.
VYM holds 528 positions IFLN does not, 97.1% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
You are not choosing between two funds in isolation.
Whichever of IFLN 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, IFLN or VYM?
IFLN has an expense ratio of 0.23% while VYM charges 0.04%. VYM is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, IFLN or VYM?
Over the past year IFLN returned +1.39% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), IFLN annualized -0.42% vs +7.06% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IFLN or VYM?
VYM has been the more volatile fund at 14.8% annualized versus 10.3% for IFLN. Worst drawdown: IFLN -48.8% vs VYM -57.3%.
Should I hold both IFLN and VYM?
IFLN and VYM have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IFLN or VYM?
IFLN yields 5.94% while VYM yields 2.22%, so IFLN currently pays the higher dividend yield.
Is VYM better than IFLN?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. IFLN is less concentrated, with 24.4% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.