VYM vs XOMZ

VYM vs XOMZ

Which is better, VYM or XOMZ?

Large Cap Value against Trading-Inverse Equity.

VYM has a lower expense ratio.

Lower Fees: 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

MetricVYMXOMZ
Expense Ratio0.04%Best1.01%
AUM$81.6B$2M
Dividend Yield2.22%4.36%
Holdings6137
Volatility (annualized)8.7%Best23.1%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Inverse Equity
InceptionNov 10, 2006Apr 23, 2025

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 154 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. VYM has data through Sep 11, 2026 and XOMZ through Apr 10, 2026.

Risk: Volatility and Drawdowns

XOMZ has been the more volatile fund, with annualized monthly volatility of 23.1% compared with 8.7% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.35. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VYM charges 0.04% per year while XOMZ charges 1.01%. On a $10,000 position that is $4 vs $101 annually, a gap of $97 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 4.36% for XOMZ.

Holdings Overlap

We hold position weights for 603 holdings in VYM and 3 in XOMZ, totalling 99.5% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 181 days apart, VYM as of Jun 30, 2026 and XOMZ as of Dec 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 603 positions we hold weights for in VYM and 3 in XOMZ, against full books of 613 and 7.

You are not choosing between two funds in isolation.

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

VYMXOMZ

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Frequently Asked Questions

Which is cheaper, VYM or XOMZ?

VYM has an expense ratio of 0.04% while XOMZ charges 1.01%. VYM is the cheaper option, by $97 a year on a $10,000 investment.

Which is riskier, VYM or XOMZ?

XOMZ has been the more volatile fund at 23.1% annualized versus 8.7% for VYM.

Should I hold both VYM and XOMZ?

VYM and XOMZ have a monthly-return correlation of 0.35, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VYM or XOMZ?

VYM yields 2.22% while XOMZ yields 4.36%, so XOMZ currently pays the higher dividend yield.

Is XOMZ better than VYM?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.