ISHP vs VYM

ISHP vs VYM

Which is better, ISHP or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. ISHP is less concentrated, with 18.8% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: ISHP

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

MetricISHPVYM
Expense Ratio0.60%0.04%Best
AUM$5M$81.6B
Dividend Yield1.11%2.22%
Holdings130613
YTD Return-11.81%+13.75%Best
1Y Return-16.57%+19.42%Best
3Y Return (annualized)+9.89%+18.22%Best
5Y Return (annualized)+1.57%+12.17%Best
Volatility (annualized)20.6%14.3%Best
Max Drawdown-42.7%-35.7%Best
$10,000 over 5 years$10,810$17,758Best
Top 10 Weight18.8%Best25.9%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 20, 2016Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Oct 11, 2016 to Sep 9, 2026 (9.9 years).

ISHP 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 9.9 years both funds cover.

ISHP vs VYM Performance

First Trust S-Network E-Commerce ETF (ISHP) is an ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ISHP returned -16.57% while VYM returned +19.42%. Year to date, ISHP is down 11.81% versus a gain of 13.75% for VYM.

Over three years, ISHP compounded at +9.89% per year against +18.22% for VYM; over five years the annualized figures are +1.57% and +12.17% respectively. Across the full 10-year window we track, VYM has the edge at +10.46% annualized vs +6.37%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ISHP has been the more volatile fund, with annualized monthly volatility of 20.6% compared with 14.3% 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 -42.7% for ISHP and -35.7% 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ISHP charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, ISHP currently yields 1.11% against 2.22% for VYM.

Holdings Overlap

ISHP already in VYM11.4%
VYM already in ISHP1.1%

11.4% of ISHP's money is in holdings VYM also owns. 1.1% of VYM's money is in holdings ISHP also owns.

ISHP and VYM share little of their money.

7 positions in common, counted across the 60 positions we hold weights for in ISHP and 603 in VYM, against full books of 130 and 613.

What only one of them owns

Our book lists 560 positions for VYM that do not appear in our book for ISHP (96.1% of the fund), and 26 for ISHP that do not appear in VYM (42.8%).

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 ISHPWeight in VYMDifference
GPNGlobal Payments Inc.1.83%0.05%1.78%
WSMWilliams-sonoma Inc1.76%0.11%1.65%
UPSUnited Parcel Service, Inc1.52%0.33%1.19%
FDXFedex Corp1.56%0.28%1.28%
BBYBest Buy Co. Inc.1.65%0.06%1.59%
EBAYEbay Inc.1.48%0.21%1.27%
FISFidelity National Information Srvcs Inc1.60%0.08%1.52%

You are not choosing between two funds in isolation.

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

ISHPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ISHP or VYM?

ISHP has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, ISHP or VYM?

Over the past year ISHP returned -16.57% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), ISHP annualized +6.37% vs +10.46% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ISHP or VYM?

ISHP has been the more volatile fund at 20.6% annualized versus 14.3% for VYM. Worst drawdown: ISHP -42.7% vs VYM -35.7%.

Should I hold both ISHP and VYM?

ISHP and VYM have a monthly-return correlation of 0.70, 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 ISHP and VYM?

11.4% of ISHP's money is in holdings VYM also owns. 1.1% of VYM's is in holdings ISHP also owns. They hold 7 positions in common, counted across the 60 positions we hold weights for in ISHP and 603 in VYM.

Which pays a higher dividend, ISHP or VYM?

ISHP yields 1.11% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than ISHP?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. ISHP is less concentrated, with 18.8% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.