VYM vs XNTK

VYM vs XNTK
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Quick Verdict

VYM has a lower expense ratio. XNTK delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: XNTKMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXNTKWinner
Expense Ratio0.04%0.35%
AUM$81.6B$2.3B
Dividend Yield2.24%0.16%
Holdings61637
YTD Return+14.66%+27.99%
1Y Return+22.16%+50.78%
3Y Return (annualized)+18.72%+37.72%
5Y Return (annualized)+12.18%+18.53%
Volatility (annualized)14.6%26.2%
Max Drawdown-58.8%-76.3%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
InceptionNov 10, 2006Sep 25, 2000

VYM vs XNTK Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and State Street SPDR NYSE Technology ETF (XNTK) is a ETF from State Street Investment Management. Over the past year VYM returned +22.16% while XNTK returned +50.78%. Year to date, VYM is up 14.66% versus a gain of 27.99% for XNTK.

Over three years, VYM compounded at +18.72% per year against +37.72% for XNTK; over five years the annualized figures are +12.18% and +18.53% respectively. Across the full 20-year window we track, XNTK has the edge at +8.20% annualized vs +7.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XNTK has been the more volatile fund, with annualized monthly volatility of 26.2% compared with 14.6% 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 -58.8% for VYM and -76.3% for XNTK. 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XNTK 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 0.16% for XNTK.

Holdings Overlap

8.6%overlap

VYM and XNTK share 6 holdings out of 633 unique holdings combined, representing a 8.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in XNTKDifference
AVGO7.29%2.55%4.74%
CSCO1.93%3.44%1.51%
TXN1.13%3.48%2.35%
QCOMProProPro
IBMProProPro
ORCLProProPro
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Frequently Asked Questions

Which is cheaper, VYM or XNTK?

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

Over the past year VYM returned +22.16% vs +50.78% for XNTK, so XNTK leads on 1-year performance. Over the longest common window we track (20 years), VYM annualized +7.01% vs +8.20% for XNTK. Past performance does not guarantee future results.

Which is riskier, VYM or XNTK?

XNTK has been the more volatile fund at 26.2% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs XNTK -76.3%.

Should I hold both VYM and XNTK?

VYM and XNTK have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XNTK?

VYM and XNTK share 6 common holdings with a 8.6% weight overlap. Combined, they hold 633 unique securities.

Which pays a higher dividend, VYM or XNTK?

VYM yields 2.24% while XNTK yields 0.16%, so VYM currently pays the higher dividend yield.

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