IINC vs VYM

IINC vs VYM

Which is better, IINC or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricIINCVYM
Expense Ratio0.75%0.04%Best
AUM$33M$81.6B
Dividend Yield1.67%2.22%
Holdings121613
YTD Return+2.13%+10.24%Best
1Y Return-+14.89%
3Y Return (annualized)-+18.00%
5Y Return (annualized)-+11.42%
Fund FamilyHohimer Wealth Management, LLCVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 24, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IINC 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.

IINC vs VYM Performance

Alki Consolidated Income ETF (IINC) is an ETF from Hohimer Wealth Management, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, IINC is up 2.13% versus a gain of 10.24% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

IINC charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, IINC currently yields 1.67% against 2.22% for VYM.

Holdings Overlap

VYM already in IINC8.1%

At least 8.1% of VYM's money is in holdings IINC also owns.

Stated as a floor: for IINC, our book for it covers 91.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and IINC share little of their money.

27 positions in common, counted across the 40 positions we hold weights for in IINC and 557 in VYM, against full books of 121 and 613.

Top Shared Holdings

StockWeight in IINCWeight in VYMDifference
HDHome Depot Inc/The1.11%1.34%0.23%
MCDMcdonald'S Corp1.38%0.78%0.60%
ABTAbbott Laboratories1.35%0.74%0.61%
PEPPepsico Inc.1.29%0.77%0.52%
VZVerizon Communic1.25%0.80%0.45%
DISWalt Disney Co1.16%0.69%0.47%
WSOWatsco Inc1.71%0.04%1.67%
SOSouthern Co.1.29%0.43%0.86%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855581.32%0.34%0.98%
CMCSAComcast Corp-class A Cmcsa1.30%0.34%0.96%

You are not choosing between two funds in isolation.

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

IINCVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IINC or VYM?

IINC has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

What is the holdings overlap between IINC and VYM?

At least 8.1% of VYM's money is in holdings IINC also owns. Our book for IINC is partial, so the real figure is this or higher. They hold 27 positions in common, counted across the 40 positions we hold weights for in IINC and 557 in VYM.

Which pays a higher dividend, IINC or VYM?

IINC yields 1.67% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than IINC?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.