TRBF vs VYM

TRBF vs VYM

Which is better, TRBF or VYM?

Intermediate Term Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTRBFVYM
Expense Ratio0.44%0.04%Best
AUM$50M$81.6B
Dividend Yield4.38%2.22%
Holdings298613
YTD Return-0.90%+13.91%Best
1Y Return-0.16%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Fund FamilyAngel Oak Capital AdvisorsVanguard (US)
CategoryFixed IncomeEquity
StyleIntermediate Term BondLarge Cap Value
InceptionOct 7, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

TRBF vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

TRBF vs VYM Performance

Angel Oak Total Return ETF (TRBF) is an ETF from Angel Oak Capital Advisors and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TRBF returned -0.16% while VYM returned +17.57%. Year to date, TRBF is down 0.90% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

TRBF charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, TRBF currently yields 4.38% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 210 holdings in TRBF and 603 in VYM, totalling 52.6% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 55 days apart, TRBF as of Aug 24, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 210 positions we hold weights for in TRBF and 603 in VYM, against full books of 298 and 613.

You are not choosing between two funds in isolation.

Whichever of TRBF and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TRBFVYM

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Frequently Asked Questions

Which is cheaper, TRBF or VYM?

TRBF has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option, by $40 a year on a $10,000 investment.

Which performed better, TRBF or VYM?

Over the past year TRBF returned -0.16% vs +17.57% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, TRBF or VYM?

TRBF yields 4.38% while VYM yields 2.22%, so TRBF currently pays the higher dividend yield.

Is VYM better than TRBF?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.