IMFL vs VYM

IMFL vs VYM

Which is better, IMFL or VYM?

Each has led over a different period.

VYM has a lower expense ratio. IMFL led over 1Y, VYM over 3Y, 5Y and the full window. IMFL is less concentrated, with 25.7% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: IMFL

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

MetricIMFLVYM
Expense Ratio0.34%0.04%Best
AUM$1.1B$81.6B
Dividend Yield2.91%2.22%
Holdings884613
YTD Return+13.14%Best+11.47%
1Y Return+23.88%Best+15.94%
3Y Return (annualized)+15.53%+18.03%Best
5Y Return (annualized)+8.12%+12.35%Best
Volatility (annualized)15.8%13.5%Best
Max Drawdown-33.3%-15.8%Best
$10,000 over 5 years$14,775$17,901Best
Top 10 Weight25.7%Best26.1%
Fund FamilyInvesco (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionFeb 24, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2021 to Sep 21, 2026 (5.6 years).

IMFL 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 5.6 years both funds cover.

IMFL vs VYM Performance

Invesco International Developed Dynamic Multifactor ETF (IMFL) is an ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IMFL returned +23.88% while VYM returned +15.94%. Year to date, IMFL is up 13.14% versus a gain of 11.47% for VYM.

Over three years, IMFL compounded at +15.53% per year against +18.03% for VYM; over five years the annualized figures are +8.12% and +12.35% respectively. Across the full 6-year window we track, VYM has the edge at +12.24% annualized vs +8.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IMFL has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 13.5% 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 -33.3% for IMFL and -15.8% 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IMFL charges 0.34% per year while VYM charges 0.04%. On a $10,000 position that is $34 vs $4 annually, a gap of $30 per year that compounds over a long holding period. On income, IMFL currently yields 2.91% against 2.22% for VYM.

Holdings Overlap

IMFL already in VYM0.1%
VYM already in IMFL1.6%

0.1% of IMFL's money is in holdings VYM also owns. 1.6% of VYM's money is in holdings IMFL also owns.

VYM and IMFL share little of their money.

3 positions in common, counted across the 754 positions we hold weights for in IMFL and 557 in VYM, against full books of 884 and 613.

What only one of them owns

Our book lists 525 positions for VYM that do not appear in our book for IMFL (95.4% of the fund), and 17 for IMFL that do not appear in VYM (10.8%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IMFLWeight in VYMDifference
MRKMerck & Company Inc0.04%1.31%1.27%
HONHoneywell International Inc.0.07%0.31%0.24%
AMAntero Midstream Corporationam0.03%0.03%0.00%

You are not choosing between two funds in isolation.

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

IMFLVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IMFL or VYM?

IMFL has an expense ratio of 0.34% while VYM charges 0.04%. VYM is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, IMFL or VYM?

Over the past year IMFL returned +23.88% vs +15.94% for VYM, so IMFL leads on 1-year performance. Over the longest common window we track (6 years), IMFL annualized +8.67% vs +12.24% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IMFL or VYM?

IMFL has been the more volatile fund at 15.8% annualized versus 13.5% for VYM. Worst drawdown: IMFL -33.3% vs VYM -15.8%.

Should I hold both IMFL and VYM?

IMFL and VYM have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IMFL and VYM?

1.6% of VYM's money is in holdings IMFL also owns. 1.6% of VYM's is in holdings IMFL also owns. They hold 3 positions in common, counted across the 754 positions we hold weights for in IMFL and 557 in VYM.

Which pays a higher dividend, IMFL or VYM?

IMFL yields 2.91% while VYM yields 2.22%, so IMFL currently pays the higher dividend yield.

Is VYM better than IMFL?

VYM has a lower expense ratio. IMFL led over 1Y, VYM over 3Y, 5Y and the full window. IMFL is less concentrated, with 25.7% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.