VCRM vs VYM

VCRM vs VYM

Which is better, VCRM or VYM?

Municipal Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricVCRMVYM
Expense Ratio0.12%0.04%Best
AUM$1.8B$81.6B
Dividend Yield3.69%2.22%
Holdings2,407613
YTD Return-3.41%+13.15%Best
1Y Return-1.21%+17.82%Best
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)4.3%Best10.4%
Max Drawdown-5.2%Best-14.5%
$10,000 over 1.8 years$10,195$12,778Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Value
InceptionNov 19, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 10, 2026 (1.8 years).

VCRM 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 covers the 1.8 years both funds cover.

VCRM vs VYM Performance

Vanguard Core Tax-Exempt Bond ETF (VCRM) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VCRM returned -1.21% while VYM returned +17.82%. Year to date, VCRM is down 3.41% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.4% compared with 4.3% for VCRM. 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 -5.2% for VCRM 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VCRM charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, VCRM currently yields 3.69% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 190 holdings in VCRM and 603 in VYM, totalling 7.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 190 positions we hold weights for in VCRM and 603 in VYM, against full books of 2,407 and 613.

You are not choosing between two funds in isolation.

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

VCRMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VCRM or VYM?

VCRM has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option, by $8 a year on a $10,000 investment.

Which performed better, VCRM or VYM?

Over the past year VCRM returned -1.21% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), VCRM annualized +1.08% vs +14.59% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VCRM or VYM?

VYM has been the more volatile fund at 10.4% annualized versus 4.3% for VCRM. Worst drawdown: VCRM -5.2% vs VYM -14.5%.

Should I hold both VCRM and VYM?

VCRM and VYM have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VCRM or VYM?

VCRM yields 3.69% while VYM yields 2.22%, so VCRM currently pays the higher dividend yield.

Is VYM better than VCRM?

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