IINC vs VYM

IINC vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricIINCVYMWinner
Expense Ratio0.75%0.04%
AUM$27M$81.6B
Dividend Yield0.84%2.24%
Holdings121616
YTD Return+6.12%+15.60%
1Y Return-+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)-14.6%
Max Drawdown-1.1%-58.8%
Fund FamilyHohimer Wealth Management, LLCVanguard (US)
CategoryEquityEquity
InceptionJun 24, 2026Nov 10, 2006

IINC vs VYM Performance

Alki Consolidated Income ETF (IINC) is a ETF from Hohimer Wealth Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, IINC is up 6.12% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.1% for IINC and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 0.84% against 2.24% for VYM.

Holdings Overlap

8.4%overlap

IINC and VYM share 26 holdings out of 617 unique holdings combined, representing a 8.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IINCWeight in VYMDifference
HD1.34%1.46%0.12%
ABT1.53%0.65%0.88%
VZ1.34%0.74%0.60%
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TMUSProProPro
SOProProPro
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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. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between IINC and VYM?

IINC and VYM share 26 common holdings with a 8.4% weight overlap. Combined, they hold 617 unique securities.

Which pays a higher dividend, IINC or VYM?

IINC yields 0.84% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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