VYM vs XCHG

VYM vs XCHG

Which is better, VYM or XCHG?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 41.3%.

Lower Fees: VYMLess Concentrated: 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

MetricVYMXCHG
Expense Ratio0.04%Best0.50%
AUM$81.6B$710M
Dividend Yield2.22%0.36%
Holdings613591
YTD Return+13.15%Best+8.87%
1Y Return+17.82%-
3Y Return (annualized)+17.99%-
5Y Return (annualized)+12.16%-
Top 10 Weight25.9%Best41.3%
Fund FamilyVanguard (US)AllianceBernstein L.P.
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Dec 12, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

VYM vs XCHG 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VYM vs XCHG Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and AB US Equity ETF (XCHG) is an ETF from AllianceBernstein L.P.. Year to date, VYM is up 13.15% versus a gain of 8.87% for XCHG.

Past performance does not guarantee future results.

Fees and Cost Over Time

VYM charges 0.04% per year while XCHG charges 0.50%. On a $10,000 position that is $4 vs $50 annually, a gap of $46 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.36% for XCHG.

Holdings Overlap

VYM already in XCHG82.5%
XCHG already in VYM27.7%

82.5% of VYM's money is in holdings XCHG also owns. 27.7% of XCHG's money is in holdings VYM also owns.

Most of VYM is already inside XCHG. Owning both mostly buys the same companies twice.

257 positions in common, counted across the 603 positions we hold weights for in VYM and 586 in XCHG, against full books of 613 and 591.

What only one of them owns

Our book lists 209 positions for XCHG that do not appear in our book for VYM (68.1% of the fund), and 314 for VYM that do not appear in XCHG (16.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VYMWeight in XCHGDifference
AVGOBroadcom Inc7.29%3.49%3.80%
JPMJpmorgan Chase & Co.3.38%0.40%2.98%
UNHUnitedhealth Group Inc.1.56%1.57%0.01%
XOMExxon Mobil Corp.2.36%0.75%1.61%
BACBank Of America Corp.1.56%1.28%0.28%
CSCOCisco Systems Inc. - Ordinary Shares1.93%0.75%1.18%
JNJJohnson & Johnson2.54%0.12%2.42%
MRKMerck & Co. Inc.1.32%1.20%0.12%
WFCWells Fargo & Co.1.05%1.33%0.28%
HDHome Depot Inc/The1.46%0.74%0.72%

82.5% of VYM is already inside XCHG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VYMXCHG

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Frequently Asked Questions

Which is cheaper, VYM or XCHG?

VYM has an expense ratio of 0.04% while XCHG charges 0.50%. VYM is the cheaper option, by $46 a year on a $10,000 investment.

What is the holdings overlap between VYM and XCHG?

82.5% of VYM's money is in holdings XCHG also owns. 27.7% of XCHG's is in holdings VYM also owns. They hold 257 positions in common, counted across the 603 positions we hold weights for in VYM and 586 in XCHG.

Which pays a higher dividend, VYM or XCHG?

VYM yields 2.22% while XCHG yields 0.36%, so VYM currently pays the higher dividend yield.

Is XCHG better than VYM?

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 41.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.