IVRS vs VYM
iShares Future Metaverse Tech and Communications ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | IVRS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.04% | |
| AUM | $8M | $81.6B | |
| Dividend Yield | 8.57% | 2.24% | |
| Holdings | 48 | 616 | |
| YTD Return | -6.74% | +15.60% | |
| 1Y Return | -12.71% | +23.48% | |
| 3Y Return (annualized) | +9.39% | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 17.6% | 14.6% | |
| Max Drawdown | -31.4% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 14, 2023 | Nov 10, 2006 |
IVRS vs VYM Performance
iShares Future Metaverse Tech and Communications ETF (IVRS) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IVRS returned -12.71% while VYM returned +23.48%. Year to date, IVRS is down 6.74% versus a gain of 15.60% for VYM.
Over three years, IVRS compounded at +9.39% per year against +19.07% for VYM. Across the full 4-year window we track, IVRS has the edge at +11.64% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVRS has been the more volatile fund, with annualized monthly volatility of 17.6% 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 -31.4% for IVRS 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVRS charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, IVRS currently yields 8.57% against 2.24% for VYM.
Holdings Overlap
IVRS and VYM share 3 holdings out of 637 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVRS or VYM?
IVRS has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, IVRS or VYM?
Over the past year IVRS returned -12.71% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), IVRS annualized +11.64% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, IVRS or VYM?
IVRS has been the more volatile fund at 17.6% annualized versus 14.6% for VYM. Worst drawdown: IVRS -31.4% vs VYM -58.8%.
Should I hold both IVRS and VYM?
IVRS and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVRS and VYM?
IVRS and VYM share 3 common holdings with a 0.5% weight overlap. Combined, they hold 637 unique securities.
Which pays a higher dividend, IVRS or VYM?
IVRS yields 8.57% while VYM yields 2.24%, so IVRS currently pays the higher dividend yield.
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