VYM vs XOEX
Vanguard High Dividend Yield ETF vs Xtrackers S&P 100 Ex Top 20 ETF
Quick Verdict
VYM has a lower expense ratio. XOEX delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | VYM | XOEX | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.15% | |
| AUM | $81.6B | $241M | |
| Dividend Yield | 2.24% | 1.46% | |
| Holdings | 616 | 83 | |
| YTD Return | +14.66% | +13.29% | |
| 1Y Return | +22.16% | - | |
| 3Y Return (annualized) | +18.72% | - | |
| 5Y Return (annualized) | +12.18% | - | |
| Volatility (annualized) | 14.6% | - | |
| Max Drawdown | -58.8% | -7.5% | |
| Fund Family | Vanguard (US) | DWS | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Nov 9, 2022 |
VYM vs XOEX Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Xtrackers S&P 100 Ex Top 20 ETF (XOEX) is a ETF from DWS. Year to date, VYM is up 14.66% versus a gain of 13.29% for XOEX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -58.8% for VYM and -7.5% for XOEX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
VYM charges 0.04% per year while XOEX charges 0.15%. On a $10,000 position that is $4 vs $15 annually, a gap of $11 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 1.46% for XOEX.
Holdings Overlap
VYM and XOEX share 53 holdings out of 631 unique holdings combined, representing a 40.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or XOEX?
VYM has an expense ratio of 0.04% while XOEX charges 0.15%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.
What is the holdings overlap between VYM and XOEX?
VYM and XOEX share 53 common holdings with a 40.2% weight overlap. Combined, they hold 631 unique securities.
Which pays a higher dividend, VYM or XOEX?
VYM yields 2.24% while XOEX yields 1.46%, so VYM currently pays the higher dividend yield.
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