IGIB vs VYM

IGIB vs VYM

Which is better, IGIB or VYM?

Long Term Mid Quality against Large Cap Value.

VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: 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

MetricIGIBVYM
Expense Ratio0.04%Tie0.04%Tie
AUM$18.6B$81.6B
Dividend Yield4.93%2.22%
Holdings2,986613
YTD Return-1.67%+11.35%Best
1Y Return-0.76%+15.34%Best
3Y Return (annualized)+6.05%+17.22%Best
5Y Return (annualized)+0.62%+12.30%Best
Volatility (annualized)5.7%Best14.6%
Max Drawdown-20.6%Best-58.8%
$10,000 over 5 years$10,314$17,861Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Value
InceptionJan 5, 2007Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 11, 2007 to Sep 18, 2026 (19.7 years).

IGIB 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 19.7 years both funds cover.

IGIB vs VYM Performance

iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IGIB returned -0.76% while VYM returned +15.34%. Year to date, IGIB is down 1.67% versus a gain of 11.35% for VYM.

Over three years, IGIB compounded at +6.05% per year against +17.22% for VYM; over five years the annualized figures are +0.62% and +12.30% respectively. Across the full 20-year window we track, VYM has the edge at +6.78% annualized vs +1.21%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.7% for IGIB. 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 -20.6% for IGIB and -58.8% 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 0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGIB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, IGIB currently yields 4.93% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1,118 holdings in IGIB and 557 in VYM, totalling 44.7% 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 1,118 positions we hold weights for in IGIB and 557 in VYM, against full books of 2,986 and 613.

You are not choosing between two funds in isolation.

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

IGIBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGIB or VYM?

IGIB has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.

Which performed better, IGIB or VYM?

Over the past year IGIB returned -0.76% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IGIB annualized +1.21% vs +6.78% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGIB or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 5.7% for IGIB. Worst drawdown: IGIB -20.6% vs VYM -58.8%.

Should I hold both IGIB and VYM?

IGIB and VYM have a monthly-return correlation of 0.42, 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, IGIB or VYM?

IGIB yields 4.93% while VYM yields 2.22%, so IGIB currently pays the higher dividend yield.

Is VYM better than IGIB?

VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.