VYM vs XIDE

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXIDEWinner
Expense Ratio0.04%0.85%
AUM$79.0B$23M
Dividend Yield2.86%6.34%
Holdings56815
YTD Return+16.10%+0.60%
1Y Return+25.99%+2.49%
3Y Return (annualized)+18.29%-
5Y Return (annualized)+12.35%-
Volatility (annualized)14.6%7.5%
Max Drawdown-58.8%-11.8%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityAlternative
InceptionNov 10, 2006Dec 15, 2023

VYM vs XIDE Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is a ETF from First Trust Portfolios (US). Over the past year VYM returned +25.99% while XIDE returned +2.49%. Year to date, VYM is up 16.10% versus a gain of 0.60% for XIDE.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.5% for XIDE. 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 -11.8% for XIDE. 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 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XIDE charges 0.85%. On a $10,000 position that is $4 vs $85 annually, a gap of $81 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 6.34% for XIDE.

Holdings Overlap

0.0%overlap

VYM and XIDE share 0 holdings out of 559 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 XIDE?

VYM has an expense ratio of 0.04% while XIDE charges 0.85%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, VYM or XIDE?

Over the past year VYM returned +25.99% vs +2.49% for XIDE, so VYM leads on 1-year performance. Over the longest common window we track (3 years), VYM annualized +7.08% vs +0.32% for XIDE. Past performance does not guarantee future results.

Which is riskier, VYM or XIDE?

VYM has been the more volatile fund at 14.6% annualized versus 7.5% for XIDE. Worst drawdown: VYM -58.8% vs XIDE -11.8%.

Should I hold both VYM and XIDE?

VYM and XIDE have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XIDE?

VYM and XIDE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, VYM or XIDE?

VYM yields 2.86% while XIDE yields 6.34%, so XIDE currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.