ONEQ vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. ONEQ offers more diversification with 700 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: ONEQ

Side-by-Side Comparison

MetricONEQVYMWinner
Expense Ratio0.21%0.04%
AUM$10.7B$79.0B
Dividend Yield0.60%2.86%
Holdings898568
YTD Return+14.92%+16.53%
1Y Return+23.42%+25.03%
3Y Return (annualized)+25.44%+18.54%
5Y Return (annualized)+13.53%+12.25%
Volatility (annualized)17.9%14.6%
Max Drawdown-55.5%-58.8%
Fund FamilyFidelity Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionSep 25, 2003Nov 10, 2006

ONEQ vs VYM Performance

Fidelity Nasdaq Composite Index ETF (ONEQ) is a ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ONEQ returned +23.42% while VYM returned +25.03%. Year to date, ONEQ is up 14.92% versus a gain of 16.53% for VYM.

Over three years, ONEQ compounded at +25.44% per year against +18.54% for VYM; over five years the annualized figures are +13.53% and +12.25% respectively. Across the full 20-year window we track, ONEQ has the edge at +12.53% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ONEQ has been the more volatile fund, with annualized monthly volatility of 17.9% 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 -55.5% for ONEQ 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

ONEQ charges 0.21% per year while VYM charges 0.04%. On a $10,000 position that is $21 vs $4 annually, a gap of $17 per year that compounds over a long holding period. On income, ONEQ currently yields 0.60% against 2.86% for VYM.

Holdings Overlap

15.6%overlap

ONEQ and VYM share 112 holdings out of 1146 unique holdings combined, representing a 15.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ONEQWeight in VYMDifference
AVGO4.01%6.47%2.46%
WMT2.71%2.44%0.27%
CSCO0.83%1.39%0.56%
PEPProProPro
AMGNProProPro
TXNProProPro
GILDProProPro
ADIProProPro
HONProProPro
QCOMProProPro
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Frequently Asked Questions

Which is cheaper, ONEQ or VYM?

ONEQ has an expense ratio of 0.21% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $17 per year of difference.

Which performed better, ONEQ or VYM?

Over the past year ONEQ returned +23.42% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), ONEQ annualized +12.53% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, ONEQ or VYM?

ONEQ has been the more volatile fund at 17.9% annualized versus 14.6% for VYM. Worst drawdown: ONEQ -55.5% vs VYM -58.8%.

Should I hold both ONEQ and VYM?

ONEQ and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ONEQ and VYM?

ONEQ and VYM share 112 common holdings with a 15.6% weight overlap. Combined, they hold 1146 unique securities.

Which pays a higher dividend, ONEQ or VYM?

ONEQ yields 0.60% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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