INQQ vs VYM

INQQ vs VYM

Which is better, INQQ or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 60.5%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: 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

MetricINQQVYM
Expense Ratio0.86%0.04%Best
AUM$46M$81.6B
Dividend Yield2.34%2.22%
Holdings28613
YTD Return-8.13%+13.15%Best
1Y Return-14.28%+17.82%Best
3Y Return (annualized)+2.36%+17.99%Best
5Y Return (annualized)-+12.16%
Volatility (annualized)18.9%13.8%Best
Max Drawdown-40.5%-15.8%Best
$10,000 over 4.4 years$8,698$16,272Best
Top 10 Weight60.5%25.9%Best
Fund FamilyExchange Traded Concepts TrustVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionApr 5, 2022Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 6, 2022 to Sep 10, 2026 (4.4 years).

INQQ 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 4.4 years both funds cover.

INQQ vs VYM Performance

The India Internet ETF (INQQ) is an ETF from Exchange Traded Concepts Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year INQQ returned -14.28% while VYM returned +17.82%. Year to date, INQQ is down 8.13% versus a gain of 13.15% for VYM.

Over three years, INQQ compounded at +2.36% per year against +17.99% for VYM. Across the full 4-year window we track, VYM has the edge at +11.70% annualized vs -3.12%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

INQQ has been the more volatile fund, with annualized monthly volatility of 18.9% compared with 13.8% 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 -40.5% for INQQ 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 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

INQQ charges 0.86% per year while VYM charges 0.04%. On a $10,000 position that is $86 vs $4 annually, a gap of $82 per year that compounds over a long holding period. On income, INQQ currently yields 2.34% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 26 holdings in INQQ and 603 in VYM, totalling 100.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 26 positions we hold weights for in INQQ and 603 in VYM, against full books of 28 and 613.

What only one of them owns

Our book lists 568 positions for VYM that do not appear in our book for INQQ (97.5% of the fund), and 1 for INQQ that do not appear in VYM (4.8%).

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.

You are not choosing between two funds in isolation.

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

INQQVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INQQ or VYM?

INQQ has an expense ratio of 0.86% while VYM charges 0.04%. VYM is the cheaper option, by $82 a year on a $10,000 investment.

Which performed better, INQQ or VYM?

Over the past year INQQ returned -14.28% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), INQQ annualized -3.12% vs +11.70% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, INQQ or VYM?

INQQ has been the more volatile fund at 18.9% annualized versus 13.8% for VYM. Worst drawdown: INQQ -40.5% vs VYM -15.8%.

Should I hold both INQQ and VYM?

INQQ and VYM have a monthly-return correlation of 0.34, 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, INQQ or VYM?

INQQ yields 2.34% while VYM yields 2.22%, so INQQ currently pays the higher dividend yield.

Is VYM better than INQQ?

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 60.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.