VTEB vs VYM

VTEB vs VYM

Which is better, VTEB or VYM?

Municipal Bond against Large Cap Value.

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

Lower Fees: VTEBHigher 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

MetricVTEBVYM
Expense Ratio0.03%Best0.04%
AUM$48.5B$81.6B
Dividend Yield3.44%2.22%
Holdings10,566613
YTD Return-2.05%+11.71%Best
1Y Return-0.47%+16.24%Best
3Y Return (annualized)+2.63%+17.24%Best
5Y Return (annualized)+0.12%+11.86%Best
Volatility (annualized)4.9%Best14.0%
Max Drawdown-17.0%Best-35.7%
$10,000 over 5 years$10,060$17,514Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Value
InceptionAug 21, 2015Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 25, 2015 to Sep 16, 2026 (11.1 years).

VTEB 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.

VTEB vs VYM Performance

Vanguard Tax-Exempt Bond ETF (VTEB) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VTEB returned -0.47% while VYM returned +16.24%. Year to date, VTEB is down 2.05% versus a gain of 11.71% for VYM.

Over three years, VTEB compounded at +2.63% per year against +17.24% for VYM; over five years the annualized figures are +0.12% and +11.86% respectively. Across the full 11-year window we track, VYM has the edge at +10.71% annualized vs +1.01%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 4.9% for VTEB. 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 -17.0% for VTEB 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 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VTEB 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, VTEB currently yields 3.44% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 17 holdings in VTEB and 557 in VYM, totalling 0.0% and 99.2% 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 17 positions we hold weights for in VTEB and 557 in VYM, against full books of 10,566 and 613.

You are not choosing between two funds in isolation.

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

VTEBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VTEB or VYM?

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

Which performed better, VTEB or VYM?

Over the past year VTEB returned -0.47% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), VTEB annualized +1.01% vs +10.71% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VTEB or VYM?

VYM has been the more volatile fund at 14.0% annualized versus 4.9% for VTEB. Worst drawdown: VTEB -17.0% vs VYM -35.7%.

Should I hold both VTEB and VYM?

VTEB and VYM have a monthly-return correlation of 0.35, 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, VTEB or VYM?

VTEB yields 3.44% while VYM yields 2.22%, so VTEB currently pays the higher dividend yield.

Is VYM better than VTEB?

VTEB 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.