USFE vs VYM

USFE vs VYM

Which is better, USFE or VYM?

VYM costs less.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.0%.

Lower Fees: VYMLess 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

MetricUSFEVYM
Expense Ratio0.45%0.04%Best
AUM$3M$81.6B
Dividend Yield0.00%2.22%
Holdings57613
YTD Return+5.78%+11.35%Best
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight37.0%26.1%Best
Fund FamilyFirst Eagle InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJan 27, 2026Nov 10, 2006

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

USFE 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.

USFE vs VYM Performance

First Eagle US Equity ETF (USFE) is an ETF from First Eagle Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, USFE is up 5.78% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

USFE charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, USFE currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

USFE already in VYM50.5%
VYM already in USFE10.1%

50.5% of USFE's money is in holdings VYM also owns. 10.1% of VYM's money is in holdings USFE also owns.

The two portfolios partly overlap.

24 positions in common, counted across the 53 positions we hold weights for in USFE and 557 in VYM, against full books of 57 and 613.

What only one of them owns

Our book lists 504 positions for VYM that do not appear in our book for USFE (87.0% of the fund), and 23 for USFE that do not appear in VYM (40.4%).

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 USFEWeight in VYMDifference
OKEOneok Inc.4.93%0.23%4.70%
BDXBecton Dickinson And Co.4.82%0.19%4.63%
XOMExxon Mobil Corp.2.33%2.63%0.30%
PMPhilip Morris International Inc.2.87%1.21%1.66%
BKBank Of New York Mellon Corp3.59%0.44%3.15%
ELVElevance Health Inc3.42%0.32%3.10%
NEMNewmont Corp Common3.16%0.41%2.75%
ORCLOracle Corp - Common2.32%0.90%1.42%
ADPAutomatic Data Processing, Inc.2.38%0.43%1.95%
MDTMedtronic Plc Ordinary Shares2.27%0.44%1.83%

50.5% of USFE 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.

USFEVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, USFE or VYM?

USFE has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

What is the holdings overlap between USFE and VYM?

50.5% of USFE's money is in holdings VYM also owns. 10.1% of VYM's is in holdings USFE also owns. They hold 24 positions in common, counted across the 53 positions we hold weights for in USFE and 557 in VYM.

Which pays a higher dividend, USFE or VYM?

USFE yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than USFE?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 37.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.