INCO vs VYM

INCO vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricINCOVYMWinner
Expense Ratio0.75%0.04%
AUM$225M$81.6B
Dividend Yield0.00%2.24%
Holdings34616
YTD Return-4.21%+14.66%
1Y Return-6.61%+22.16%
3Y Return (annualized)+8.93%+18.72%
5Y Return (annualized)+7.60%+12.18%
Volatility (annualized)21.5%14.6%
Max Drawdown-47.7%-58.8%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
InceptionAug 10, 2011Nov 10, 2006

INCO vs VYM Performance

Columbia India Consumer ETF (INCO) is a ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year INCO returned -6.61% while VYM returned +22.16%. Year to date, INCO is down 4.21% versus a gain of 14.66% for VYM.

Over three years, INCO compounded at +8.93% per year against +18.72% for VYM; over five years the annualized figures are +7.60% and +12.18% respectively. Across the full 15-year window we track, INCO has the edge at +9.58% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INCO has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -47.7% for INCO 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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

INCO 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, INCO currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

INCO and VYM share 0 holdings out of 633 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, INCO or VYM?

INCO 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.

Which performed better, INCO or VYM?

Over the past year INCO returned -6.61% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), INCO annualized +9.58% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, INCO or VYM?

INCO has been the more volatile fund at 21.5% annualized versus 14.6% for VYM. Worst drawdown: INCO -47.7% vs VYM -58.8%.

Should I hold both INCO and VYM?

INCO and VYM have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between INCO and VYM?

INCO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 633 unique securities.

Which pays a higher dividend, INCO or VYM?

INCO yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free