VYM vs XCCC

VYM vs XCCC

Which is better, VYM or XCCC?

Large Cap Value against Long Term Low Quality.

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

Lower Fees: VYMHigher 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

MetricVYMXCCC
Expense Ratio0.04%Best0.40%
AUM$81.6B$324M
Dividend Yield2.22%10.23%
Holdings613184
YTD Return+13.15%Best-2.54%
1Y Return+17.82%Best-1.68%
3Y Return (annualized)+17.99%Best+7.81%
5Y Return (annualized)+12.16%-
Volatility (annualized)13.9%9.0%Best
Max Drawdown-14.5%-11.0%Best
$10,000 over 4.3 years$16,582Best$13,350
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
StyleLarge Cap ValueLong Term Low Quality
InceptionNov 10, 2006May 24, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 26, 2022 to Sep 10, 2026 (4.3 years).

VYM vs XCCC 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 4.3 years both funds cover.

VYM vs XCCC Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) is an ETF from BondBloxx. Over the past year VYM returned +17.82% while XCCC returned -1.68%. Year to date, VYM is up 13.15% versus a loss of 2.54% for XCCC.

Over three years, VYM compounded at +17.99% per year against +7.81% for XCCC. Across the full 4-year window we track, VYM has the edge at +12.48% annualized vs +6.95%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 9.0% for XCCC. 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 -14.5% for VYM and -11.0% for XCCC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while XCCC charges 0.40%. On a $10,000 position that is $4 vs $40 annually, a gap of $36 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 10.23% for XCCC.

Holdings Overlap

We hold position weights for 603 holdings in VYM and 152 in XCCC, totalling 99.5% and 84.2% 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 603 positions we hold weights for in VYM and 152 in XCCC, against full books of 613 and 184.

You are not choosing between two funds in isolation.

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

VYMXCCC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or XCCC?

VYM has an expense ratio of 0.04% while XCCC charges 0.40%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, VYM or XCCC?

Over the past year VYM returned +17.82% vs -1.68% for XCCC, so VYM leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +12.48% vs +6.95% for XCCC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or XCCC?

VYM has been the more volatile fund at 13.9% annualized versus 9.0% for XCCC. Worst drawdown: VYM -14.5% vs XCCC -11.0%.

Should I hold both VYM and XCCC?

VYM and XCCC have a monthly-return correlation of 0.75, 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, VYM or XCCC?

VYM yields 2.22% while XCCC yields 10.23%, so XCCC currently pays the higher dividend yield.

Is XCCC better than VYM?

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.