VYM vs XLVI

VYM vs XLVI
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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

MetricVYMXLVIWinner
Expense Ratio0.04%0.35%
AUM$81.6B$23M
Dividend Yield2.24%11.83%
Holdings6167
YTD Return+15.34%+10.17%
1Y Return+23.24%+23.04%
3Y Return (annualized)+19.22%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%9.9%
Max Drawdown-58.8%-8.1%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionNov 10, 2006Jul 29, 2025

VYM vs XLVI Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and State Street Health Care Select Sector SPDR Premium Income ETF (XLVI) is a ETF from State Street Investment Management. Over the past year VYM returned +23.24% while XLVI returned +23.04%. Year to date, VYM is up 15.34% versus a gain of 10.17% for XLVI.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 9.9% for XLVI. 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 -8.1% for XLVI. 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 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XLVI 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 11.83% for XLVI.

Holdings Overlap

0.0%overlap

VYM and XLVI share 0 holdings out of 604 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 XLVI?

VYM has an expense ratio of 0.04% while XLVI 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 XLVI?

Over the past year VYM returned +23.24% vs +23.04% for XLVI, so VYM leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +7.04% vs +23.13% for XLVI. Past performance does not guarantee future results.

Which is riskier, VYM or XLVI?

VYM has been the more volatile fund at 14.6% annualized versus 9.9% for XLVI. Worst drawdown: VYM -58.8% vs XLVI -8.1%.

Should I hold both VYM and XLVI?

VYM and XLVI have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XLVI?

VYM and XLVI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, VYM or XLVI?

VYM yields 2.24% while XLVI yields 11.83%, so XLVI currently pays the higher dividend yield.

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