TEXX vs VYM

TEXX vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricTEXXVYMWinner
Expense Ratio0.85%0.04%
AUM$3M$81.6B
Dividend Yield0.00%2.24%
Holdings34616
YTD Return+20.50%+15.34%
1Y Return-+23.24%
3Y Return (annualized)-+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-5.9%-58.8%
Fund FamilyHorizon Kinetics LLCVanguard (US)
CategoryEquityEquity
InceptionJan 21, 2026Nov 10, 2006

TEXX vs VYM Performance

Horizon Kinetics Texas ETF (TEXX) is a ETF from Horizon Kinetics LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, TEXX is up 20.50% versus a gain of 15.34% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.9% for TEXX 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

TEXX charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, TEXX currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

5.7%overlap

TEXX and VYM share 12 holdings out of 623 unique holdings combined, representing a 5.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TEXXWeight in VYMDifference
XOM3.17%2.36%0.81%
FANG4.41%0.14%4.27%
CVX3.05%1.28%1.77%
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Frequently Asked Questions

Which is cheaper, TEXX or VYM?

TEXX has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

What is the holdings overlap between TEXX and VYM?

TEXX and VYM share 12 common holdings with a 5.7% weight overlap. Combined, they hold 623 unique securities.

Which pays a higher dividend, TEXX or VYM?

TEXX yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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