VYM vs XLV

Quick Verdict

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

Lower Fees: VYMHigher Returns: XLVMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXLVWinner
Expense Ratio0.04%0.08%
AUM$79.0B$42.1B
Dividend Yield2.86%1.60%
Holdings56862
YTD Return+16.53%+9.24%
1Y Return+25.03%+30.64%
3Y Return (annualized)+18.54%+9.20%
5Y Return (annualized)+12.25%+6.57%
Volatility (annualized)14.6%14.2%
Max Drawdown-58.8%-40.6%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
InceptionNov 10, 2006Dec 16, 1998

VYM vs XLV Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and State Street Health Care Select Sector SPDR ETF (XLV) is a ETF from SPDR State Street Global Advisors. Over the past year VYM returned +25.03% while XLV returned +30.64%. Year to date, VYM is up 16.53% versus a gain of 9.24% for XLV.

Over three years, VYM compounded at +18.54% per year against +9.20% for XLV; over five years the annualized figures are +12.25% and +6.57% respectively. Across the full 20-year window we track, XLV has the edge at +7.48% annualized vs +7.10%. 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 14.2% for XLV. 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 -40.6% for XLV. 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while XLV charges 0.08%. On a $10,000 position that is $4 vs $8 annually, a gap of $4 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 1.60% for XLV.

Holdings Overlap

13.1%overlap

VYM and XLV share 18 holdings out of 600 unique holdings combined, representing a 13.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in XLVDifference
JNJ2.62%10.66%8.04%
ABBV1.80%7.68%5.88%
UNH1.17%6.48%5.31%
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Frequently Asked Questions

Which is cheaper, VYM or XLV?

VYM has an expense ratio of 0.04% while XLV charges 0.08%. VYM is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

Which performed better, VYM or XLV?

Over the past year VYM returned +25.03% vs +30.64% for XLV, so XLV leads on 1-year performance. Over the longest common window we track (20 years), VYM annualized +7.10% vs +7.48% for XLV. Past performance does not guarantee future results.

Which is riskier, VYM or XLV?

VYM has been the more volatile fund at 14.6% annualized versus 14.2% for XLV. Worst drawdown: VYM -58.8% vs XLV -40.6%.

Should I hold both VYM and XLV?

VYM and XLV have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XLV?

VYM and XLV share 18 common holdings with a 13.1% weight overlap. Combined, they hold 600 unique securities.

Which pays a higher dividend, VYM or XLV?

VYM yields 2.86% while XLV yields 1.60%, so VYM currently pays the higher dividend yield.

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