VYM vs XNTK

VYM vs XNTK

Which is better, VYM or XNTK?

Large Cap Value against Large Cap Growth.

VYM has a lower expense ratio. XNTK led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 48.2%.

Lower Fees: VYMHigher Returns: XNTKLess Concentrated: VYM

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

MetricVYMXNTK
Expense Ratio0.04%Best0.35%
AUM$81.6B$1.9B
Dividend Yield2.22%0.16%
Holdings61336
YTD Return+13.15%+27.49%Best
1Y Return+17.82%+39.84%Best
3Y Return (annualized)+17.99%+35.04%Best
5Y Return (annualized)+12.16%+17.34%Best
Volatility (annualized)14.5%Best23.3%
Max Drawdown-58.8%-58.1%Best
$10,000 over 5 years$17,750$22,245Best
Top 10 Weight25.9%Best48.2%
Fund FamilyVanguard (US)State Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Growth
InceptionNov 10, 2006Sep 25, 2000

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 10, 2026 (19.8 years).

VYM vs XNTK 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 19.8 years both funds cover.

VYM vs XNTK Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and State Street SPDR NYSE Technology ETF (XNTK) is an ETF from State Street Investment Management. Over the past year VYM returned +17.82% while XNTK returned +39.84%. Year to date, VYM is up 13.15% versus a gain of 27.49% for XNTK.

Over three years, VYM compounded at +17.99% per year against +35.04% for XNTK; over five years the annualized figures are +12.16% and +17.34% respectively. Across the full 20-year window we track, XNTK has the edge at +13.66% annualized vs +6.91%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XNTK has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 14.5% 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 -58.1% for XNTK. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.

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 2.22% against 0.16% for XNTK.

Holdings Overlap

VYM already in XNTK13.3%
XNTK already in VYM14.8%

13.3% of VYM's money is in holdings XNTK also owns. 14.8% of XNTK's money is in holdings VYM also owns.

XNTK and VYM share little of their money.

6 positions in common, counted across the 603 positions we hold weights for in VYM and 36 in XNTK, against full books of 613 and 36.

What only one of them owns

Our book lists 26 positions for XNTK that do not appear in our book for VYM (75.1% of the fund), and 562 for VYM that do not appear in XNTK (84.2%).

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 XNTKDifference
AVGOBroadcom Inc7.29%2.55%4.74%
CSCOCisco Systems Inc. - Ordinary Shares1.93%3.44%1.51%
TXNTexas Instruments, Inc1.13%3.48%2.35%
QCOMQualcomm Inc.0.81%2.01%1.20%
IBMInternational Business Machines Corp.1.10%1.67%0.57%
ORCLOracle Corp.1.04%1.69%0.65%

You are not choosing between two funds in isolation.

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

VYMXNTK

Free for up to 10 holdings. No account needed.

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, by $31 a year on a $10,000 investment.

Which performed better, VYM or XNTK?

Over the past year VYM returned +17.82% vs +39.84% for XNTK, so XNTK leads on 1-year performance. Over the longest common window we track (20 years), VYM annualized +6.91% vs +13.66% for XNTK. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or XNTK?

XNTK has been the more volatile fund at 23.3% annualized versus 14.5% for VYM. Worst drawdown: VYM -58.8% vs XNTK -58.1%.

Should I hold both VYM and XNTK?

VYM and XNTK have a monthly-return correlation of 0.68, 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 XNTK?

14.8% of XNTK's money is in holdings VYM also owns. 14.8% of XNTK's is in holdings VYM also owns. They hold 6 positions in common, counted across the 603 positions we hold weights for in VYM and 36 in XNTK.

Which pays a higher dividend, VYM or XNTK?

VYM yields 2.22% while XNTK yields 0.16%, so VYM currently pays the higher dividend yield.

Is XNTK better than VYM?

VYM has a lower expense ratio. XNTK led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 48.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.