VYM vs XHYH

VYM vs XHYH
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXHYHWinner
Expense Ratio0.04%0.35%
AUM$81.6B$8M
Dividend Yield2.24%7.05%
Holdings616127
YTD Return+15.34%+1.22%
1Y Return+23.24%+7.97%
3Y Return (annualized)+19.22%+10.09%
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%8.8%
Max Drawdown-58.8%-17.8%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionNov 10, 2006Feb 15, 2022

VYM vs XHYH Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and BondBloxx USD High Yield Bond Healthcare Sector ETF (XHYH) is a ETF from BondBloxx. Over the past year VYM returned +23.24% while XHYH returned +7.97%. Year to date, VYM is up 15.34% versus a gain of 1.22% for XHYH.

Over three years, VYM compounded at +19.22% per year against +10.09% for XHYH. Across the full 4-year window we track, VYM has the edge at +7.04% annualized vs +4.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 8.8% for XHYH. 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 -58.8% for VYM and -17.8% for XHYH. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while XHYH charges 0.35%. On a $10,000 position that is $4 vs $35 annually, a gap of $31 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 7.05% for XHYH.

Holdings Overlap

0.0%overlap

VYM and XHYH share 0 holdings out of 716 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 XHYH?

VYM has an expense ratio of 0.04% while XHYH charges 0.35%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, VYM or XHYH?

Over the past year VYM returned +23.24% vs +7.97% for XHYH, so VYM leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +7.04% vs +4.54% for XHYH. Past performance does not guarantee future results.

Which is riskier, VYM or XHYH?

VYM has been the more volatile fund at 14.6% annualized versus 8.8% for XHYH. Worst drawdown: VYM -58.8% vs XHYH -17.8%.

Should I hold both VYM and XHYH?

VYM and XHYH have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XHYH?

VYM and XHYH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 716 unique securities.

Which pays a higher dividend, VYM or XHYH?

VYM yields 2.24% while XHYH yields 7.05%, so XHYH currently pays the higher dividend yield.

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