VYM vs XPP

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXPPWinner
Expense Ratio0.04%0.95%
AUM$79.0B$9M
Dividend Yield2.86%3.19%
Holdings5687
YTD Return+15.80%-21.21%
1Y Return+26.12%-13.76%
3Y Return (annualized)+18.25%+5.90%
5Y Return (annualized)+12.51%-15.45%
Volatility (annualized)14.6%46.9%
Max Drawdown-58.8%-90.5%
Fund FamilyVanguard (US)ProShares
CategoryEquityAlternative
InceptionNov 10, 2006Jun 4, 2009

VYM vs XPP Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and ProShares Ultra FTSE China 50 (XPP) is a ETF from ProShares. Over the past year VYM returned +26.12% while XPP returned -13.76%. Year to date, VYM is up 15.80% versus a loss of 21.21% for XPP.

Over three years, VYM compounded at +18.25% per year against +5.90% for XPP; over five years the annualized figures are +12.51% and -15.45% respectively. Across the full 17-year window we track, VYM has the edge at +7.07% annualized vs -5.24%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XPP has been the more volatile fund, with annualized monthly volatility of 46.9% 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 -90.5% for XPP. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XPP charges 0.95%. On a $10,000 position that is $4 vs $95 annually, a gap of $91 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 3.19% for XPP.

Holdings Overlap

0.0%overlap

VYM and XPP share 0 holdings out of 559 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 XPP?

VYM has an expense ratio of 0.04% while XPP charges 0.95%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, VYM or XPP?

Over the past year VYM returned +26.12% vs -13.76% for XPP, so VYM leads on 1-year performance. Over the longest common window we track (17 years), VYM annualized +7.07% vs -5.24% for XPP. Past performance does not guarantee future results.

Which is riskier, VYM or XPP?

XPP has been the more volatile fund at 46.9% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs XPP -90.5%.

Should I hold both VYM and XPP?

VYM and XPP have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XPP?

VYM and XPP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, VYM or XPP?

VYM yields 2.86% while XPP yields 3.19%, so XPP currently pays the higher dividend yield.

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