VEGI vs VYM

VEGI vs VYM

Which is better, VEGI or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. VEGI led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 65.7%.

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

MetricVEGIVYM
Expense Ratio0.39%0.04%Best
AUM$153M$81.6B
Dividend Yield1.89%2.24%
Holdings166613
YTD Return+25.81%Best+14.33%
1Y Return+23.36%Best+20.01%
3Y Return (annualized)+9.85%+18.43%Best
5Y Return (annualized)+6.51%+12.16%Best
Volatility (annualized)16.1%13.0%Best
Max Drawdown-39.7%-35.7%Best
$10,000 over 5 years$13,707$17,750Best
Top 10 Weight65.7%25.9%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionJan 31, 2012Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Feb 2, 2012 to Sep 8, 2026 (14.6 years).

VEGI 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 14.6 years both funds cover.

VEGI vs VYM Performance

iShares MSCI Agriculture Producers ETF (VEGI) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VEGI returned +23.36% while VYM returned +20.01%. Year to date, VEGI is up 25.81% versus a gain of 14.33% for VYM.

Over three years, VEGI compounded at +9.85% per year against +18.43% for VYM; over five years the annualized figures are +6.51% and +12.16% respectively. Across the full 15-year window we track, VYM has the edge at +10.20% annualized vs +5.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VEGI has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 13.0% 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 -39.7% for VEGI and -35.7% 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VEGI charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, VEGI currently yields 1.89% against 2.24% for VYM.

Holdings Overlap

VEGI already in VYM21.8%
VYM already in VEGI0.5%

21.8% of VEGI's money is in holdings VYM also owns. 0.5% of VYM's money is in holdings VEGI also owns.

VEGI and VYM share little of their money.

12 positions in common, counted across the 129 positions we hold weights for in VEGI and 602 in VYM, against full books of 166 and 613.

What only one of them owns

Our book lists 558 positions for VYM that do not appear in our book for VEGI (96.8% of the fund), and 9 for VEGI that do not appear in VYM (41.0%).

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 VEGIWeight in VYMDifference
ADMArcher-Daniels-Midland Co.7.23%0.15%7.08%
CFCf Industries Ho3.41%0.07%3.34%
BGBunge Global Sa Common Shares2.53%0.06%2.47%
TTCToro Co/the1.80%0.04%1.76%
MOSMosaic Co.1.35%0.03%1.32%
LWLamb Weston Holdings Inc.1.31%0.02%1.29%
INGRIngredion Inc1.24%0.02%1.22%
AGCOAgco Corp1.20%0.03%1.17%
CALMCal-maine Foods Inc0.68%0.01%0.67%
SMGScotts Miracle-Gro Company0.56%0.01%0.55%

21.8% of VEGI 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.

VEGIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VEGI or VYM?

VEGI has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, VEGI or VYM?

Over the past year VEGI returned +23.36% vs +20.01% for VYM, so VEGI leads on 1-year performance. Over the longest common window we track (15 years), VEGI annualized +5.32% vs +10.20% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VEGI or VYM?

VEGI has been the more volatile fund at 16.1% annualized versus 13.0% for VYM. Worst drawdown: VEGI -39.7% vs VYM -35.7%.

Should I hold both VEGI and VYM?

VEGI and VYM have a monthly-return correlation of 0.80, 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 VEGI and VYM?

21.8% of VEGI's money is in holdings VYM also owns. 0.5% of VYM's is in holdings VEGI also owns. They hold 12 positions in common, counted across the 129 positions we hold weights for in VEGI and 602 in VYM.

Which pays a higher dividend, VEGI or VYM?

VEGI yields 1.89% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than VEGI?

VYM has a lower expense ratio. VEGI led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 65.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.