MMAX vs VYM

MMAX vs VYM
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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

MetricMMAXVYMWinner
Expense Ratio0.50%0.04%
AUM$73M$81.6B
Dividend Yield0.77%2.24%
Holdings7616
YTD Return+4.12%+14.66%
1Y Return+5.52%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)1.5%14.6%
Max Drawdown-1.9%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 31, 2025Nov 10, 2006

MMAX vs VYM Performance

iShares Large Cap Max Buffer Mar ETF (MMAX) 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 MMAX returned +5.52% while VYM returned +22.16%. Year to date, MMAX is up 4.12% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 1.5% for MMAX. 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 -1.9% for MMAX 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MMAX charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, MMAX currently yields 0.77% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

MMAX and VYM share 0 holdings out of 606 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, MMAX or VYM?

MMAX has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, MMAX or VYM?

Over the past year MMAX returned +5.52% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), MMAX annualized +6.32% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, MMAX or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 1.5% for MMAX. Worst drawdown: MMAX -1.9% vs VYM -58.8%.

Should I hold both MMAX and VYM?

MMAX and VYM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MMAX and VYM?

MMAX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, MMAX or VYM?

MMAX yields 0.77% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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