IHD vs VYM
Voya Emerging Markets High Dividend Equity Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. IHD delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | IHD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.04% | |
| AUM | $108M | $79.0B | |
| Dividend Yield | 8.24% | 2.86% | |
| Holdings | 627 | 568 | |
| YTD Return | +21.11% | +15.80% | |
| 1Y Return | +36.87% | +26.12% | |
| 3Y Return (annualized) | +26.17% | +18.25% | |
| 5Y Return (annualized) | +11.82% | +12.51% | |
| Volatility (annualized) | 19.4% | 14.6% | |
| Max Drawdown | -76.8% | -58.8% | |
| Fund Family | Voya Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 26, 2011 | Nov 10, 2006 |
IHD vs VYM Performance
Voya Emerging Markets High Dividend Equity Fund (IHD) is a ETF from Voya Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IHD returned +36.87% while VYM returned +26.12%. Year to date, IHD is up 21.11% versus a gain of 15.80% for VYM.
Over three years, IHD compounded at +26.17% per year against +18.25% for VYM; over five years the annualized figures are +11.82% and +12.51% respectively. Across the full 15-year window we track, VYM has the edge at +7.07% annualized vs -2.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IHD has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -76.8% for IHD 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IHD charges 0.77% per year while VYM charges 0.04%. On a $10,000 position that is $77 vs $4 annually, a gap of $73 per year that compounds over a long holding period. On income, IHD currently yields 8.24% against 2.86% for VYM.
Holdings Overlap
IHD and VYM share 1 holdings out of 863 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IHD | Weight in VYM | Difference |
|---|---|---|---|
| BAP:BM | 0.45% | 0.10% | 0.35% |
Frequently Asked Questions
Which is cheaper, IHD or VYM?
IHD has an expense ratio of 0.77% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $73 per year of difference.
Which performed better, IHD or VYM?
Over the past year IHD returned +36.87% vs +26.12% for VYM, so IHD leads on 1-year performance. Over the longest common window we track (15 years), IHD annualized -2.49% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, IHD or VYM?
IHD has been the more volatile fund at 19.4% annualized versus 14.6% for VYM. Worst drawdown: IHD -76.8% vs VYM -58.8%.
Should I hold both IHD and VYM?
IHD and VYM have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IHD and VYM?
IHD and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 863 unique securities.
Which pays a higher dividend, IHD or VYM?
IHD yields 8.24% while VYM yields 2.86%, so IHD currently pays the higher dividend yield.
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