VYM vs XSPI

VYM vs XSPI
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXSPIWinner
Expense Ratio0.04%0.98%
AUM$81.6B$102M
Dividend Yield2.24%8.37%
Holdings616475
YTD Return+15.34%+11.34%
1Y Return+23.24%-
3Y Return (annualized)+19.22%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-11.6%
Fund FamilyVanguard (US)NEOS
CategoryEquityAlternative
InceptionNov 10, 2006Feb 2, 2026

VYM vs XSPI Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and NEOS Boosted S&P 500 High Income ETF (XSPI) is a ETF from NEOS. Year to date, VYM is up 15.34% versus a gain of 11.34% for XSPI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -11.6% for XSPI. 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 XSPI charges 0.98%. On a $10,000 position that is $4 vs $98 annually, a gap of $94 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 8.37% for XSPI.

Holdings Overlap

33.5%overlap

VYM and XSPI share 238 holdings out of 862 unique holdings combined, representing a 33.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in XSPIDifference
AVGO7.29%2.86%4.43%
JPM3.38%1.53%1.85%
JNJ2.54%1.02%1.52%
XOMProProPro
CSCOProProPro
CATProProPro
ABBVProProPro
BACProProPro
UNHProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, VYM or XSPI?

VYM has an expense ratio of 0.04% while XSPI charges 0.98%. VYM is the cheaper option. On a $10,000 investment, that is $94 per year of difference.

What is the holdings overlap between VYM and XSPI?

VYM and XSPI share 238 common holdings with a 33.5% weight overlap. Combined, they hold 862 unique securities.

Which pays a higher dividend, VYM or XSPI?

VYM yields 2.24% while XSPI yields 8.37%, so XSPI currently pays the higher dividend yield.

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