VGIT vs VYM

VGIT vs VYM

Which is better, VGIT or VYM?

VYM has been ahead.

VGIT has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VGITHigher 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

MetricVGITVYM
Expense Ratio0.03%Best0.04%
AUM$50.8B$81.6B
Dividend Yield3.90%2.22%
Holdings106613
YTD Return-1.88%+13.08%Best
1Y Return-1.30%+17.46%Best
3Y Return (annualized)+3.59%+17.73%Best
5Y Return (annualized)-0.44%+12.22%Best
Volatility (annualized)4.3%Best13.1%
Max Drawdown-17.2%Best-35.7%
$10,000 over 5 years$9,782$17,797Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionNov 19, 2009Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 23, 2009 to Sep 14, 2026 (16.8 years).

VGIT 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.

VGIT vs VYM Performance

Vanguard Intermediate Term Treasury ETF (VGIT) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VGIT returned -1.30% while VYM returned +17.46%. Year to date, VGIT is down 1.88% versus a gain of 13.08% for VYM.

Over three years, VGIT compounded at +3.59% per year against +17.73% for VYM; over five years the annualized figures are -0.44% and +12.22% respectively. Across the full 17-year window we track, VYM has the edge at +10.01% annualized vs +0.67%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 4.3% for VGIT. 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 -17.2% for VGIT 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 -0.06. They move largely independently of each other.

Fees and Cost Over Time

VGIT charges 0.03% per year while VYM charges 0.04%. On a $10,000 position that is $3 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, VGIT currently yields 3.90% against 2.22% for VYM.

You are not choosing between two funds in isolation.

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

VGITVYM

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Frequently Asked Questions

Which is cheaper, VGIT or VYM?

VGIT has an expense ratio of 0.03% while VYM charges 0.04%. VGIT is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, VGIT or VYM?

Over the past year VGIT returned -1.30% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), VGIT annualized +0.67% vs +10.01% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VGIT or VYM?

VYM has been the more volatile fund at 13.1% annualized versus 4.3% for VGIT. Worst drawdown: VGIT -17.2% vs VYM -35.7%.

Should I hold both VGIT and VYM?

VGIT and VYM have a monthly-return correlation of -0.06, 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, VGIT or VYM?

VGIT yields 3.90% while VYM yields 2.22%, so VGIT currently pays the higher dividend yield.

Is VYM better than VGIT?

VGIT has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.