TBLL vs VYM

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

MetricTBLLVYMWinner
Expense Ratio0.08%0.04%
AUM$2.6B$79.0B
Dividend Yield3.76%2.86%
Holdings86568
YTD Return+2.08%+16.10%
1Y Return+3.78%+25.99%
3Y Return (annualized)+4.55%+18.29%
5Y Return (annualized)+3.49%+12.35%
Volatility (annualized)0.8%14.6%
Max Drawdown-1.0%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 10, 2017Nov 10, 2006

TBLL vs VYM Performance

Invesco Short Term Treasury ETF (TBLL) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TBLL returned +3.78% while VYM returned +25.99%. Year to date, TBLL is up 2.08% versus a gain of 16.10% for VYM.

Over three years, TBLL compounded at +4.55% per year against +18.29% for VYM; over five years the annualized figures are +3.49% and +12.35% respectively. Across the full 10-year window we track, VYM has the edge at +7.08% annualized vs +1.84%. 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 0.8% for TBLL. 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 -1.0% for TBLL 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 -0.01. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TBLL charges 0.08% per year while VYM charges 0.04%. On a $10,000 position that is $8 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, TBLL currently yields 3.76% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

TBLL and VYM share 0 holdings out of 602 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, TBLL or VYM?

TBLL has an expense ratio of 0.08% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, TBLL or VYM?

Over the past year TBLL returned +3.78% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), TBLL annualized +1.84% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, TBLL or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.8% for TBLL. Worst drawdown: TBLL -1.0% vs VYM -58.8%.

Should I hold both TBLL and VYM?

TBLL and VYM have a monthly-return correlation of -0.01, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TBLL and VYM?

TBLL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 602 unique securities.

Which pays a higher dividend, TBLL or VYM?

TBLL yields 3.76% while VYM yields 2.86%, so TBLL currently pays the higher dividend yield.

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