IMRA vs VYM

IMRA vs VYM

Which is better, IMRA or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher 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

MetricIMRAVYM
Expense Ratio0.96%0.04%Best
AUM$2M$81.6B
Dividend Yield92.46%2.22%
Holdings2613
Volatility (annualized)50.2%8.9%Best
Max Drawdown-61.5%-7.5%Best
$10,000 over 1.3 years$7,313$13,388Best
Fund FamilyBitwiseVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionApr 1, 2025Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 49 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. IMRA has data through Jul 31, 2026 and VYM through Sep 18, 2026.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Apr 3, 2025 to Jul 31, 2026 (1.3 years).

Risk: Volatility and Drawdowns

IMRA has been the more volatile fund, with annualized monthly volatility of 50.2% compared with 8.9% 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 -61.5% for IMRA and -7.5% 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 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

IMRA charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, IMRA currently yields 92.46% against 2.22% for VYM.

You are not choosing between two funds in isolation.

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

IMRAVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IMRA or VYM?

IMRA has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option, by $92 a year on a $10,000 investment.

Which is riskier, IMRA or VYM?

IMRA has been the more volatile fund at 50.2% annualized versus 8.9% for VYM. Worst drawdown: IMRA -61.5% vs VYM -7.5%.

Should I hold both IMRA and VYM?

IMRA and VYM have a monthly-return correlation of 0.44, 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, IMRA or VYM?

IMRA yields 92.46% while VYM yields 2.22%, so IMRA currently pays the higher dividend yield.

Is VYM better than IMRA?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.