Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricTBILVYMWinner
Expense Ratio0.15%0.04%
AUM$7.2B$79.0B
Dividend Yield4.12%2.86%
Holdings4568
YTD Return+2.13%+15.80%
1Y Return+3.84%+26.12%
3Y Return (annualized)+4.56%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)0.3%14.6%
Max Drawdown-0.1%-58.8%
Fund FamilyUS Benchmark SeriesVanguard (US)
CategoryFixed IncomeEquity
InceptionAug 8, 2022Nov 10, 2006

TBIL vs VYM Performance

F/m US Treasury 3 Month Bill ETF (TBIL) is a ETF from US Benchmark Series and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TBIL returned +3.84% while VYM returned +26.12%. Year to date, TBIL is up 2.13% versus a gain of 15.80% for VYM.

Over three years, TBIL compounded at +4.56% per year against +18.25% for VYM. Across the full 4-year window we track, VYM has the edge at +7.07% annualized vs +4.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 0.3% for TBIL. 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 -0.1% for TBIL 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 -0.19. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TBIL charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, TBIL currently yields 4.12% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

TBIL and VYM share 0 holdings out of 559 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, TBIL or VYM?

TBIL has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, TBIL or VYM?

Over the past year TBIL returned +3.84% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), TBIL annualized +4.51% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, TBIL or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.3% for TBIL. Worst drawdown: TBIL -0.1% vs VYM -58.8%.

Should I hold both TBIL and VYM?

TBIL and VYM have a monthly-return correlation of -0.19, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TBIL and VYM?

TBIL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, TBIL or VYM?

TBIL yields 4.12% while VYM yields 2.86%, so TBIL currently pays the higher dividend yield.

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