REIX vs VYM
NYLIM CBRE Real Estate & Infrastructure 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 613 holdings.
Side-by-Side Comparison
| Metric | REIX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $7M | $81.6B | |
| Dividend Yield | 2.65% | 2.24% | |
| Holdings | 109 | 613 | |
| YTD Return | -0.48% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -0.5% | -58.8% | |
| Fund Family | IndexIQ Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Nov 10, 2006 |
REIX vs VYM Performance
NYLIM CBRE Real Estate & Infrastructure ETF (REIX) is a ETF from IndexIQ Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, REIX is down 0.48% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -0.5% for REIX and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
REIX charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, REIX currently yields 2.65% against 2.24% for VYM.
Holdings Overlap
REIX and VYM share 19 holdings out of 689 unique holdings combined, representing a 4.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, REIX or VYM?
REIX has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
What is the holdings overlap between REIX and VYM?
REIX and VYM share 19 common holdings with a 4.6% weight overlap. Combined, they hold 689 unique securities.
Which pays a higher dividend, REIX or VYM?
REIX yields 2.65% while VYM yields 2.24%, so REIX currently pays the higher dividend yield.
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