IGLB vs VYM

IGLB vs VYM

Which is better, IGLB or VYM?

Long Term Bond 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

MetricIGLBVYM
Expense Ratio0.04%Tie0.04%Tie
AUM$2.9B$81.6B
Dividend Yield5.43%2.22%
Holdings3,822613
YTD Return-1.89%+11.47%Best
1Y Return-2.23%+15.94%Best
3Y Return (annualized)+4.68%+18.03%Best
5Y Return (annualized)-3.37%+12.35%Best
Volatility (annualized)10.5%Best13.2%
Max Drawdown-34.7%Best-35.7%
$10,000 over 5 years$8,425$17,901Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Value
InceptionDec 8, 2009Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 9, 2009 to Sep 21, 2026 (16.8 years).

IGLB 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.

IGLB vs VYM Performance

iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) 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 IGLB returned -2.23% while VYM returned +15.94%. Year to date, IGLB is down 1.89% versus a gain of 11.47% for VYM.

Over three years, IGLB compounded at +4.68% per year against +18.03% for VYM; over five years the annualized figures are -3.37% and +12.35% respectively. Across the full 17-year window we track, VYM has the edge at +9.96% annualized vs +1.16%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 10.5% for IGLB. 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 -34.7% for IGLB and -35.7% 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 0.38. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IGLB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, IGLB currently yields 5.43% against 2.22% for VYM.

Holdings Overlap

VYM already in IGLB0.4%

At least 0.4% of VYM's money is in holdings IGLB also owns.

Stated as a floor: for IGLB, our book for it covers 53.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 1,440 positions we hold weights for in IGLB and 557 in VYM, against full books of 3,822 and 613.

Top Shared Holdings

StockWeight in IGLBWeight in VYMDifference
ETREntergy Corp.0.02%0.20%0.18%
WECWec Energy Group Inc.0.01%0.14%0.13%
RPRXRoyalty Pharma Plc Cl A0.02%0.10%0.08%

You are not choosing between two funds in isolation.

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

IGLBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IGLB or VYM?

IGLB 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, IGLB or VYM?

Over the past year IGLB returned -2.23% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), IGLB annualized +1.16% vs +9.96% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IGLB or VYM?

VYM has been the more volatile fund at 13.2% annualized versus 10.5% for IGLB. Worst drawdown: IGLB -34.7% vs VYM -35.7%.

Should I hold both IGLB and VYM?

IGLB and VYM have a monthly-return correlation of 0.38, 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, IGLB or VYM?

IGLB yields 5.43% while VYM yields 2.22%, so IGLB currently pays the higher dividend yield.

Is VYM better than IGLB?

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.