TLH 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

MetricTLHVYMWinner
Expense Ratio0.15%0.04%
AUM$11.1B$79.0B
Dividend Yield4.44%2.86%
Holdings61568
YTD Return-2.74%+16.16%
1Y Return-0.61%+26.05%
3Y Return (annualized)+1.44%+18.43%
5Y Return (annualized)-5.08%+12.21%
Volatility (annualized)9.9%14.6%
Max Drawdown-42.1%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJan 5, 2007Nov 10, 2006

TLH vs VYM Performance

iShares 10-20 Year Treasury Bond ETF (TLH) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TLH returned -0.61% while VYM returned +26.05%. Year to date, TLH is down 2.74% versus a gain of 16.16% for VYM.

Over three years, TLH compounded at +1.44% per year against +18.43% for VYM; over five years the annualized figures are -5.08% and +12.21% respectively. Across the full 20-year window we track, VYM has the edge at +7.09% annualized vs +0.74%. 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 9.9% for TLH. 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 -42.1% for TLH 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 -0.03. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

TLH 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, TLH currently yields 4.44% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

TLH and VYM share 0 holdings out of 615 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, TLH or VYM?

TLH 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, TLH or VYM?

Over the past year TLH returned -0.61% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), TLH annualized +0.74% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, TLH or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 9.9% for TLH. Worst drawdown: TLH -42.1% vs VYM -58.8%.

Should I hold both TLH and VYM?

TLH and VYM have a monthly-return correlation of -0.03, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TLH and VYM?

TLH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 615 unique securities.

Which pays a higher dividend, TLH or VYM?

TLH yields 4.44% while VYM yields 2.86%, so TLH currently pays the higher dividend yield.

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