IGGY vs VYM

IGGY vs VYM

Which is better, IGGY or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 36.4%.

Lower Fees: VYMHigher Returns (1Y): VYMLess Concentrated: VYM

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

MetricIGGYVYM
Expense Ratio0.55%0.04%Best
AUM$4M$81.6B
Dividend Yield0.00%2.22%
Holdings67613
YTD Return-3.11%+13.15%Best
1Y Return-5.06%+17.82%Best
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)18.8%9.7%Best
Top 10 Weight36.4%25.9%Best
Fund FamilyAllianceBernstein L.P.Vanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionSep 17, 2025Nov 10, 2006

Not shown on this pair: Max Drawdown, $10,000 over the window.

IGGY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IGGY vs VYM Performance

AB International Growth ETF (IGGY) is an ETF from AllianceBernstein L.P. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IGGY returned -5.06% while VYM returned +17.82%. Year to date, IGGY is down 3.11% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IGGY has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 9.7% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGGY charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, IGGY currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 55 holdings in IGGY and 603 in VYM, totalling 98.6% and 99.5% 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 55 positions we hold weights for in IGGY and 603 in VYM, against full books of 67 and 613.

What only one of them owns

Our book lists 568 positions for VYM that do not appear in our book for IGGY (97.5% of the fund), and 3 for IGGY that do not appear in VYM (3.6%).

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 IGGY and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IGGYVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGGY or VYM?

IGGY has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, IGGY or VYM?

Over the past year IGGY returned -5.06% vs +17.82% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGGY or VYM?

IGGY has been the more volatile fund at 18.8% annualized versus 9.7% for VYM.

Should I hold both IGGY and VYM?

IGGY and VYM have a monthly-return correlation of 0.63, 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, IGGY or VYM?

IGGY yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than IGGY?

VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.