VYM vs XBOX

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXBOXWinner
Expense Ratio0.04%0.14%
AUM$79.0B$328M
Dividend Yield2.86%0.00%
Holdings5686
YTD Return+16.10%+1.63%
1Y Return+25.99%-
3Y Return (annualized)+18.29%-
5Y Return (annualized)+12.35%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-0.8%
Fund FamilyVanguard (US)Roundhill Investments
CategoryEquityAlternative
InceptionNov 10, 2006Mar 18, 2026

VYM vs XBOX Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Roundhill Ultra Short Duration No Dividend Target ETF (XBOX) is a ETF from Roundhill Investments. Year to date, VYM is up 16.10% versus a gain of 1.63% for XBOX.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -0.8% for XBOX. 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 XBOX charges 0.14%. On a $10,000 position that is $4 vs $14 annually, a gap of $10 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 0.00% for XBOX.

Holdings Overlap

0.0%overlap

VYM and XBOX 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 XBOX?

VYM has an expense ratio of 0.04% while XBOX charges 0.14%. VYM is the cheaper option. On a $10,000 investment, that is $10 per year of difference.

What is the holdings overlap between VYM and XBOX?

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

Which pays a higher dividend, VYM or XBOX?

VYM yields 2.86% while XBOX yields 0.00%, so VYM currently pays the higher dividend yield.

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