IVES vs VYM
Dan IVES Wedbush AI Revolution ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. IVES delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | IVES | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $1.1B | $81.6B | |
| Dividend Yield | 0.37% | 2.24% | |
| Holdings | 31 | 616 | |
| YTD Return | +20.88% | +15.75% | |
| 1Y Return | +37.43% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 52.9% | 14.6% | |
| Max Drawdown | -48.8% | -58.8% | |
| Fund Family | Wedbush Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 3, 2025 | Nov 10, 2006 |
IVES vs VYM Performance
Dan IVES Wedbush AI Revolution ETF (IVES) is a ETF from Wedbush Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IVES returned +37.43% while VYM returned +23.85%. Year to date, IVES is up 20.88% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
IVES has been the more volatile fund, with annualized monthly volatility of 52.9% 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 -48.8% for IVES 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 -0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVES 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, IVES currently yields 0.37% against 2.24% for VYM.
Holdings Overlap
IVES and VYM share 3 holdings out of 631 unique holdings combined, representing a 7.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVES or VYM?
IVES 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, IVES or VYM?
Over the past year IVES returned +37.43% vs +23.85% for VYM, so IVES leads on 1-year performance. Over the longest common window we track (2 years), IVES annualized -12.02% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, IVES or VYM?
IVES has been the more volatile fund at 52.9% annualized versus 14.6% for VYM. Worst drawdown: IVES -48.8% vs VYM -58.8%.
Should I hold both IVES and VYM?
IVES and VYM have a monthly-return correlation of -0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVES and VYM?
IVES and VYM share 3 common holdings with a 7.1% weight overlap. Combined, they hold 631 unique securities.
Which pays a higher dividend, IVES or VYM?
IVES yields 0.37% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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