VYM vs XBFR

VYM vs XBFR
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXBFRWinner
Expense Ratio0.04%0.79%
AUM$81.6B$46M
Dividend Yield2.24%0.10%
Holdings616201
YTD Return+14.95%+6.97%
1Y Return+21.14%-
3Y Return (annualized)+18.69%-
5Y Return (annualized)+12.00%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-4.1%
Fund FamilyVanguard (US)Innovator ETFs Trust
CategoryEquityAlternative
InceptionNov 10, 2006Feb 24, 2026

VYM vs XBFR Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Innovator Equity Managed 10 Buffer ETF (XBFR) is a ETF from Innovator ETFs Trust. Year to date, VYM is up 14.95% versus a gain of 6.97% for XBFR.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -4.1% for XBFR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VYM charges 0.04% per year while XBFR charges 0.79%. On a $10,000 position that is $4 vs $79 annually, a gap of $75 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.10% for XBFR.

Holdings Overlap

26.4%overlap

VYM and XBFR share 64 holdings out of 724 unique holdings combined, representing a 26.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in XBFRDifference
AVGO7.29%2.92%4.37%
JPM3.38%1.77%1.61%
JNJ2.54%1.19%1.35%
XOMProProPro
CSCOProProPro
CATProProPro
ABBVProProPro
BACProProPro
UNHProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, VYM or XBFR?

VYM has an expense ratio of 0.04% while XBFR charges 0.79%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

What is the holdings overlap between VYM and XBFR?

VYM and XBFR share 64 common holdings with a 26.4% weight overlap. Combined, they hold 724 unique securities.

Which pays a higher dividend, VYM or XBFR?

VYM yields 2.24% while XBFR yields 0.10%, so VYM currently pays the higher dividend yield.

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