VCX vs VYM
Fundrise Innovation Fund LLC vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VCX delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | VCX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 3.19% | 0.04% | |
| AUM | $678M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 28 | 616 | |
| YTD Return | -41.41% | +15.42% | |
| 1Y Return | - | +22.36% | |
| 3Y Return (annualized) | - | +19.06% | |
| 5Y Return (annualized) | - | +12.20% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -91.7% | -58.8% | |
| Fund Family | Fundrise | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 18, 2022 | Nov 10, 2006 |
VCX vs VYM Performance
Fundrise Innovation Fund LLC (VCX) is a ETF from Fundrise and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, VCX is down 41.41% versus a gain of 15.42% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -91.7% for VCX and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
VCX charges 3.19% per year while VYM charges 0.04%. On a $10,000 position that is $319 vs $4 annually, a gap of $315 per year that compounds over a long holding period. On income, VCX currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
VCX and VYM share 0 holdings out of 605 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, VCX or VYM?
VCX has an expense ratio of 3.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $315 per year of difference.
What is the holdings overlap between VCX and VYM?
VCX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.
Which pays a higher dividend, VCX or VYM?
VCX yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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