VYM vs XOMZ
Vanguard High Dividend Yield ETF vs Direxion Daily XOM Bear 1X ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | VYM | XOMZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 1.01% | |
| AUM | $81.6B | $2M | |
| Dividend Yield | 2.24% | 4.36% | |
| Holdings | 616 | 7 | |
| YTD Return | +14.66% | -21.60% | |
| 1Y Return | +22.16% | -31.53% | |
| 3Y Return (annualized) | +18.72% | - | |
| 5Y Return (annualized) | +12.18% | - | |
| Volatility (annualized) | 14.6% | 23.1% | |
| Max Drawdown | -58.8% | -41.9% | |
| Fund Family | Vanguard (US) | Direxion Shares ETF Trust | |
| Category | Equity | Alternative | |
| Inception | Nov 10, 2006 | Apr 23, 2025 |
VYM vs XOMZ Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Direxion Daily XOM Bear 1X ETF (XOMZ) is a ETF from Direxion Shares ETF Trust. Over the past year VYM returned +22.16% while XOMZ returned -31.53%. Year to date, VYM is up 14.66% versus a loss of 21.60% for XOMZ.
Risk: Volatility and Drawdowns
XOMZ has been the more volatile fund, with annualized monthly volatility of 23.1% 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 -41.9% for XOMZ. 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 0.35. They move independently enough that combining them can meaningfully diversify a portfolio.
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 2.24% against 4.36% for XOMZ.
Holdings Overlap
VYM and XOMZ share 0 holdings out of 606 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 XOMZ?
VYM has an expense ratio of 0.04% while XOMZ charges 1.01%. VYM is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, VYM or XOMZ?
Over the past year VYM returned +22.16% vs -31.53% for XOMZ, so VYM leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, VYM or XOMZ?
XOMZ has been the more volatile fund at 23.1% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs XOMZ -41.9%.
Should I hold both VYM and XOMZ?
VYM and XOMZ have a monthly-return correlation of 0.35, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and XOMZ?
VYM and XOMZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.
Which pays a higher dividend, VYM or XOMZ?
VYM yields 2.24% while XOMZ yields 4.36%, so XOMZ currently pays the higher dividend yield.
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