TXS vs VYM

TXS vs VYM

Which is better, TXS or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. TXS led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.2%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricTXSVYM
Expense Ratio0.49%0.04%Best
AUM$39M$81.6B
Dividend Yield0.75%2.22%
Holdings457613
Volatility (annualized)13.8%10.9%Best
Max Drawdown-19.7%-14.5%Best
$10,000 over 3.2 years$17,364Best$16,405
Top 10 Weight42.2%26.1%Best
Fund FamilyTexas CapitalVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJul 12, 2023Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 14 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. TXS has data through Sep 15, 2026 and VYM through Sep 29, 2026.

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 13, 2023 to Sep 15, 2026 (3.2 years).

Risk: Volatility and Drawdowns

TXS has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 10.9% for VYM. 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 -19.7% for TXS and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TXS charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, TXS currently yields 0.75% against 2.22% for VYM.

Holdings Overlap

TXS already in VYM29.7%
VYM already in TXS14.0%

29.7% of TXS's money is in holdings VYM also owns. 14.0% of VYM's money is in holdings TXS also owns.

TXS and VYM share little of their money.

57 positions in common, counted across the 228 positions we hold weights for in TXS and 557 in VYM, against full books of 457 and 613.

What only one of them owns

Our book lists 471 positions for VYM that do not appear in our book for TXS (83.1% of the fund), and 170 for TXS that do not appear in VYM (70.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in TXSWeight in VYMDifference
XOMExxon Mobil Corp.2.23%2.63%0.40%
WMWaste Mgmt3.25%0.34%2.91%
CVXChevron Corp1.30%1.48%0.18%
CATCaterpillar, Inc.1.19%1.50%0.31%
ORCLOracle Corp - Common1.70%0.90%0.80%
COPConocophillips Common Stock USD 0.011.75%0.60%1.15%
SYYSysco Corp1.89%0.17%1.72%
SCIService Corp International1.82%0.05%1.77%
TBBAt&t Inc1.22%0.64%0.58%
TXNTexas Instrument Inc0.76%1.02%0.26%

29.7% of TXS is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

TXSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TXS or VYM?

TXS has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

Which is riskier, TXS or VYM?

TXS has been the more volatile fund at 13.8% annualized versus 10.9% for VYM. Worst drawdown: TXS -19.7% vs VYM -14.5%.

Should I hold both TXS and VYM?

TXS and VYM have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between TXS and VYM?

29.7% of TXS's money is in holdings VYM also owns. 14.0% of VYM's is in holdings TXS also owns. They hold 57 positions in common, counted across the 228 positions we hold weights for in TXS and 557 in VYM.

Which pays a higher dividend, TXS or VYM?

TXS yields 0.75% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TXS?

VYM has a lower expense ratio. TXS led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.