VYM vs XEMD
Vanguard High Dividend Yield ETF vs BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF
Which is better, VYM or XEMD?
Large Cap Value against Emerging Markets Bond.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window.
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 | XEMD |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.29% |
| AUM | $81.6B | $923M |
| Dividend Yield | 2.22% | 5.76% |
| Holdings | 613 | 429 |
| YTD Return | +11.71%Best | -0.22% |
| 1Y Return | +16.24%Best | +3.02% |
| 3Y Return (annualized) | +17.24%Best | +9.30% |
| 5Y Return (annualized) | +11.86% | - |
| Volatility (annualized) | 13.4% | 6.6%Best |
| Max Drawdown | -14.5% | -10.0%Best |
| $10,000 over 4.2 years | $17,601Best | $13,837 |
| Fund Family | Vanguard (US) | BondBloxx |
| Category | Equity | Fixed Income |
| Style | Large Cap Value | Emerging Markets Bond |
| Inception | Nov 10, 2006 | Jun 30, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jun 30, 2022 to Sep 16, 2026 (4.2 years).
VYM vs XEMD 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 4.2 years both funds cover.
VYM vs XEMD Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF (XEMD) is an ETF from BondBloxx. Over the past year VYM returned +16.24% while XEMD returned +3.02%. Year to date, VYM is up 11.71% versus a loss of 0.22% for XEMD.
Over three years, VYM compounded at +17.24% per year against +9.30% for XEMD. Across the full 4-year window we track, VYM has the edge at +14.41% annualized vs +8.04%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 6.6% for XEMD. 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 -10.0% for XEMD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while XEMD charges 0.29%. On a $10,000 position that is $4 vs $29 annually, a gap of $25 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 5.76% for XEMD.
Holdings Overlap
We hold position weights for 557 holdings in VYM and 140 in XEMD, totalling 99.2% and 33.6% 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 140 in XEMD, against full books of 613 and 429.
You are not choosing between two funds in isolation.
Whichever of VYM and XEMD 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 XEMD?
VYM has an expense ratio of 0.04% while XEMD charges 0.29%. VYM is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, VYM or XEMD?
Over the past year VYM returned +16.24% vs +3.02% for XEMD, so VYM leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +14.41% vs +8.04% for XEMD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or XEMD?
VYM has been the more volatile fund at 13.4% annualized versus 6.6% for XEMD. Worst drawdown: VYM -14.5% vs XEMD -10.0%.
Should I hold both VYM and XEMD?
VYM and XEMD have a monthly-return correlation of 0.72, 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 XEMD?
VYM yields 2.22% while XEMD yields 5.76%, so XEMD currently pays the higher dividend yield.
Is XEMD 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.