VYM vs XIDV

VYM vs XIDV

Which is better, VYM or XIDV?

XIDV has been ahead.

VYM has a lower expense ratio. XIDV led over 1Y and the full window. XIDV is less concentrated, with 23.5% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: XIDVLess Concentrated: XIDV

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

MetricVYMXIDV
Expense Ratio0.04%Best0.19%
AUM$81.6B$47M
Dividend Yield2.22%5.62%
Holdings61390
YTD Return+13.15%+19.30%Best
1Y Return+17.82%+28.50%Best
3Y Return (annualized)+17.99%-
5Y Return (annualized)+12.16%-
Volatility (annualized)9.7%Best9.9%
Max Drawdown-14.5%-12.2%Best
$10,000 over 1.6 years$12,584$16,761Best
Top 10 Weight25.9%23.5%Best
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionNov 10, 2006Jan 21, 2025

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jan 23, 2025 to Sep 10, 2026 (1.6 years).

VYM vs XIDV 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 1.6 years both funds cover.

VYM vs XIDV Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Franklin International Dividend Booster Index ETF (XIDV) is an ETF from Franklin Templeton Investments (US). Over the past year VYM returned +17.82% while XIDV returned +28.50%. Year to date, VYM is up 13.15% versus a gain of 19.30% for XIDV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XIDV has been the more volatile fund, with annualized monthly volatility of 9.9% compared with 9.7% 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 -12.2% for XIDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VYM charges 0.04% per year while XIDV charges 0.19%. On a $10,000 position that is $4 vs $19 annually, a gap of $15 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 5.62% for XIDV.

Holdings Overlap

XIDV already in VYM0.7%

0.7% of XIDV's money is in holdings VYM also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 603 positions we hold weights for in VYM and 86 in XIDV, against full books of 613 and 90.

What only one of them owns

Our book lists 1 positions for XIDV that do not appear in our book for VYM (0.0% of the fund), and 567 for VYM that do not appear in XIDV (97.4%).

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 XIDVDifference
SCIService Corp International0.04%0.68%0.64%

You are not choosing between two funds in isolation.

Whichever of VYM and XIDV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VYMXIDV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or XIDV?

VYM has an expense ratio of 0.04% while XIDV charges 0.19%. VYM is the cheaper option, by $15 a year on a $10,000 investment.

Which performed better, VYM or XIDV?

Over the past year VYM returned +17.82% vs +28.50% for XIDV, so XIDV leads on 1-year performance. Over the longest common window we track (2 years), VYM annualized +15.45% vs +38.10% for XIDV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or XIDV?

XIDV has been the more volatile fund at 9.9% annualized versus 9.7% for VYM. Worst drawdown: VYM -14.5% vs XIDV -12.2%.

Should I hold both VYM and XIDV?

VYM and XIDV have a monthly-return correlation of 0.44, 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 XIDV?

VYM yields 2.22% while XIDV yields 5.62%, so XIDV currently pays the higher dividend yield.

Is XIDV better than VYM?

VYM has a lower expense ratio. XIDV led over 1Y and the full window. XIDV is less concentrated, with 23.5% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.