VYM vs XBIL

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXBILWinner
Expense Ratio0.04%0.15%
AUM$79.0B$742M
Dividend Yield2.86%4.07%
Holdings5683
YTD Return+16.53%+2.15%
1Y Return+25.03%+3.79%
3Y Return (annualized)+18.54%+4.99%
5Y Return (annualized)+12.25%-
Volatility (annualized)14.6%0.6%
Max Drawdown-58.8%-0.1%
Fund FamilyVanguard (US)US Benchmark Series
CategoryEquityFixed Income
InceptionNov 10, 2006Mar 7, 2023

VYM vs XBIL Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and F/m US Treasury 6 Month Bill ETF (XBIL) is a ETF from US Benchmark Series. Over the past year VYM returned +25.03% while XBIL returned +3.79%. Year to date, VYM is up 16.53% versus a gain of 2.15% for XBIL.

Over three years, VYM compounded at +18.54% per year against +4.99% for XBIL. Across the full 3-year window we track, VYM has the edge at +7.10% annualized vs +4.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 0.6% for XBIL. 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 -58.8% for VYM and -0.1% for XBIL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XBIL charges 0.15%. On a $10,000 position that is $4 vs $15 annually, a gap of $11 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 4.07% for XBIL.

Holdings Overlap

0.0%overlap

VYM and XBIL share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VYM or XBIL?

VYM has an expense ratio of 0.04% while XBIL charges 0.15%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, VYM or XBIL?

Over the past year VYM returned +25.03% vs +3.79% for XBIL, so VYM leads on 1-year performance. Over the longest common window we track (3 years), VYM annualized +7.10% vs +4.98% for XBIL. Past performance does not guarantee future results.

Which is riskier, VYM or XBIL?

VYM has been the more volatile fund at 14.6% annualized versus 0.6% for XBIL. Worst drawdown: VYM -58.8% vs XBIL -0.1%.

Should I hold both VYM and XBIL?

VYM and XBIL have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XBIL?

VYM and XBIL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, VYM or XBIL?

VYM yields 2.86% while XBIL yields 4.07%, so XBIL currently pays the higher dividend yield.

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