VYM vs XJH
Vanguard High Dividend Yield ETF vs iShares ESG Select Screened S&P Mid-Cap ETF
Which is better, VYM or XJH?
Large Cap Value against Mid Cap Blend.
VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, XJH over 1Y. XJH is less concentrated, with 9.0% of the fund in its ten largest positions against 26.1%.
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 | XJH |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.12% |
| AUM | $83.1B | $407M |
| Dividend Yield | 2.22% | 1.09% |
| Holdings | 608 | 712 |
| YTD Return | +10.00% | +10.14%Best |
| 1Y Return | +13.75% | +13.83%Best |
| 3Y Return (annualized) | +18.81%Best | +16.07% |
| 5Y Return (annualized) | +11.63%Best | +7.73% |
| Volatility (annualized) | 13.9%Best | 18.3% |
| Max Drawdown | -15.8%Best | -25.1% |
| $10,000 over 5 years | $17,334Best | $14,511 |
| Top 10 Weight | 26.1% | 9.0%Best |
| Fund Family | Vanguard (US) | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Mid Cap Blend |
| Inception | Nov 10, 2006 | Sep 22, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Sep 24, 2020 to Oct 2, 2026 (6 years).
VYM vs XJH 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 6 years both funds cover.
VYM vs XJH Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and iShares ESG Select Screened S&P Mid-Cap ETF (XJH) is an ETF from iShares by BlackRock (US). Over the past year VYM returned +13.75% while XJH returned +13.83%. Year to date, VYM is up 10.00% versus a gain of 10.14% for XJH.
Over three years, VYM compounded at +18.81% per year against +16.07% for XJH; over five years the annualized figures are +11.63% and +7.73% respectively. Across the full 6-year window we track, VYM has the edge at +15.15% annualized vs +13.64%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XJH has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 13.9% 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 -15.8% for VYM and -25.1% for XJH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while XJH charges 0.12%. On a $10,000 position that is $4 vs $12 annually, a gap of $8 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 1.09% for XJH.
Holdings Overlap
3.6% of VYM's money is in holdings XJH also owns. 28.8% of XJH's money is in holdings VYM also owns.
XJH and VYM share little of their money.
120 positions in common, counted across the 557 positions we hold weights for in VYM and 352 in XJH, against full books of 608 and 712.
What only one of them owns
Our book lists 227 positions for XJH that do not appear in our book for VYM (67.7% of the fund), and 408 for VYM that do not appear in XJH (93.5%).
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
| Stock | Weight in VYM | Weight in XJH | Difference |
|---|---|---|---|
| RSReliance Steel & Aluminum Co. | 0.08% | 0.66% | 0.58% |
| EWBCEast West Bancorp, Inc. | 0.07% | 0.58% | 0.51% |
| DINOHollyfrontier | 0.06% | 0.54% | 0.48% |
| RGAReinsurance Group of America, Incorporated | 0.06% | 0.53% | 0.47% |
| PNFPPinnacle Financial Partners Inc | 0.06% | 0.49% | 0.43% |
| UNMUnum Group | 0.06% | 0.45% | 0.39% |
| EQHEquitable Holdings Inc. | 0.05% | 0.45% | 0.40% |
| BWABorgWarner Inc | 0.05% | 0.45% | 0.40% |
| DTMDT Midstream Inc | 0.06% | 0.43% | 0.37% |
| RPMRpm International Inc | 0.05% | 0.42% | 0.37% |
28.8% of XJH is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, VYM or XJH?
VYM has an expense ratio of 0.04% while XJH charges 0.12%. VYM is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, VYM or XJH?
Over the past year VYM returned +13.75% vs +13.83% for XJH, so XJH leads on 1-year performance. Over the longest common window we track (6 years), VYM annualized +15.15% vs +13.64% for XJH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or XJH?
XJH has been the more volatile fund at 18.3% annualized versus 13.9% for VYM. Worst drawdown: VYM -15.8% vs XJH -25.1%.
Should I hold both VYM and XJH?
VYM and XJH have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VYM and XJH?
28.8% of XJH's money is in holdings VYM also owns. 28.8% of XJH's is in holdings VYM also owns. They hold 120 positions in common, counted across the 557 positions we hold weights for in VYM and 352 in XJH.
Which pays a higher dividend, VYM or XJH?
VYM yields 2.22% while XJH yields 1.09%, so VYM currently pays the higher dividend yield.
Is XJH better than VYM?
VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, XJH over 1Y. XJH is less concentrated, with 9.0% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.