VTHR vs VYM
Vanguard Russell 3000 ETF vs Vanguard High Dividend Yield ETF
Which is better, VTHR or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VTHR led over 3Y and the full window, VYM over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.90.
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
| Metric | VTHR | VYM |
|---|---|---|
| Expense Ratio | 0.06% | 0.04%Best |
| AUM | $6.1B | $81.6B |
| Dividend Yield | 1.00% | 2.22% |
| Holdings | 2,990 | 613 |
| YTD Return | +12.30% | +13.75%Best |
| 1Y Return | +18.14% | +19.42%Best |
| 3Y Return (annualized) | +20.50%Best | +18.22% |
| 5Y Return (annualized) | +11.71% | +12.17%Best |
| Volatility (annualized) | 14.5% | 12.9%Best |
| Max Drawdown | -34.6%Best | -35.7% |
| $10,000 over 5 years | $17,396 | $17,758Best |
| Fund Family | Vanguard (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 20, 2010 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2010 to Sep 9, 2026 (16 years).
VTHR 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 16 years both funds cover.
VTHR vs VYM Performance
Vanguard Russell 3000 ETF (VTHR) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VTHR returned +18.14% while VYM returned +19.42%. Year to date, VTHR is up 12.30% versus a gain of 13.75% for VYM.
Over three years, VTHR compounded at +20.50% per year against +18.22% for VYM; over five years the annualized figures are +11.71% and +12.17% respectively. Across the full 16-year window we track, VTHR has the edge at +13.01% annualized vs +10.44%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTHR has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 12.9% 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 -34.6% for VTHR 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
VTHR charges 0.06% per year while VYM charges 0.04%. On a $10,000 position that is $6 vs $4 annually, a gap of $2 per year that compounds over a long holding period. On income, VTHR currently yields 1.00% against 2.22% for VYM.
Holdings Overlap
At least 95.7% of VYM's money is in holdings VTHR also owns.
Stated as a floor: for VTHR, our book for it covers 94.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of VYM is already inside VTHR. Owning both mostly buys the same companies twice.
578 positions in common, counted across the 2,965 positions we hold weights for in VTHR and 603 in VYM, against full books of 2,990 and 613.
Top Shared Holdings
| Stock | Weight in VTHR | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.42% | 7.29% | 4.87% |
| JPMJpmorgan Chase & Co. | 1.12% | 3.38% | 2.26% |
| JNJJohnson & Johnson | 0.84% | 2.54% | 1.70% |
| XOMExxon Mobil Corp. | 0.78% | 2.36% | 1.58% |
| CATCaterpillar, Inc. | 0.67% | 2.01% | 1.34% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.64% | 1.93% | 1.29% |
| ABBVAbbvie Inc. | 0.61% | 1.85% | 1.24% |
| UNHUnitedhealth Group Inc. | 0.52% | 1.56% | 1.04% |
| BACBank Of America Corp. | 0.52% | 1.56% | 1.04% |
| HDHome Depot Inc/The | 0.49% | 1.46% | 0.97% |
95.7% of VYM is already inside VTHR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VTHR or VYM?
VTHR has an expense ratio of 0.06% while VYM charges 0.04%. VYM is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, VTHR or VYM?
Over the past year VTHR returned +18.14% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), VTHR annualized +13.01% vs +10.44% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VTHR or VYM?
VTHR has been the more volatile fund at 14.5% annualized versus 12.9% for VYM. Worst drawdown: VTHR -34.6% vs VYM -35.7%.
Should I hold both VTHR and VYM?
VTHR and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between VTHR and VYM?
At least 95.7% of VYM's money is in holdings VTHR also owns. Our book for VTHR is partial, so the real figure is this or higher. They hold 578 positions in common, counted across the 2,965 positions we hold weights for in VTHR and 603 in VYM.
Which pays a higher dividend, VTHR or VYM?
VTHR yields 1.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than VTHR?
VYM has a lower expense ratio. VTHR led over 3Y and the full window, VYM over 1Y and 5Y. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.