VYM vs XCOR
Vanguard High Dividend Yield ETF vs FundX ETF
Which is better, VYM or XCOR?
Large Cap Value against Large Cap Blend.
VYM has a lower expense ratio. XCOR led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 99.0%.
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
| Metric | VYM | XCOR |
|---|---|---|
| Expense Ratio | 0.04%Best | 1.15% |
| AUM | $81.6B | $181M |
| Dividend Yield | 2.22% | 0.39% |
| Holdings | 613 | 12 |
| YTD Return | +10.23% | +11.87%Best |
| 1Y Return | +14.28% | +15.63%Best |
| 3Y Return (annualized) | +17.50% | +22.50%Best |
| 5Y Return (annualized) | +11.60% | - |
| Volatility (annualized) | 11.7%Best | 14.4% |
| Max Drawdown | -14.5%Best | -22.5% |
| $10,000 over 3.9 years | $17,625 | $19,876Best |
| Top 10 Weight | 26.1%Best | 99.0% |
| Fund Family | Vanguard (US) | FundX Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Nov 10, 2006 | Oct 14, 2022 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 17, 2022 to Sep 23, 2026 (3.9 years).
VYM vs XCOR 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 3.9 years both funds cover.
VYM vs XCOR Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and FundX ETF (XCOR) is an ETF from FundX Funds. Over the past year VYM returned +14.28% while XCOR returned +15.63%. Year to date, VYM is up 10.23% versus a gain of 11.87% for XCOR.
Over three years, VYM compounded at +17.50% per year against +22.50% for XCOR. Across the full 4-year window we track, XCOR has the edge at +19.26% annualized vs +15.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XCOR has been the more volatile fund, with annualized monthly volatility of 14.4% compared with 11.7% for VYM. 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 -22.5% for XCOR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VYM charges 0.04% per year while XCOR charges 1.15%. On a $10,000 position that is $4 vs $115 annually, a gap of $111 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.39% for XCOR.
Holdings Overlap
We hold position weights for 557 holdings in VYM and 11 in XCOR, totalling 99.2% and 100.1% 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 557 positions we hold weights for in VYM and 11 in XCOR, against full books of 613 and 12.
What only one of them owns
Measured across the 557 and 11 positions we hold weights for.
VYM holds 528 positions XCOR does not, 97.1% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%
You are not choosing between two funds in isolation.
Whichever of VYM and XCOR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VYM or XCOR?
VYM has an expense ratio of 0.04% while XCOR charges 1.15%. VYM is the cheaper option, by $111 a year on a $10,000 investment.
Which performed better, VYM or XCOR?
Over the past year VYM returned +14.28% vs +15.63% for XCOR, so XCOR leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +15.64% vs +19.26% for XCOR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or XCOR?
XCOR has been the more volatile fund at 14.4% annualized versus 11.7% for VYM. Worst drawdown: VYM -14.5% vs XCOR -22.5%.
Should I hold both VYM and XCOR?
VYM and XCOR have a monthly-return correlation of 0.64, 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 XCOR?
VYM yields 2.22% while XCOR yields 0.39%, so VYM currently pays the higher dividend yield.
Is XCOR better than VYM?
VYM has a lower expense ratio. XCOR led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 99.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.