VYM vs XUDV
Vanguard High Dividend Yield ETF vs Franklin US Dividend Booster Index ETF
Quick Verdict
VYM has a lower expense ratio. XUDV delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | XUDV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.09% | |
| AUM | $79.0B | $77M | |
| Dividend Yield | 2.86% | 3.60% | |
| Holdings | 568 | 102 | |
| YTD Return | +16.53% | +26.28% | |
| 1Y Return | +25.03% | +31.93% | |
| 3Y Return (annualized) | +18.54% | - | |
| 5Y Return (annualized) | +12.25% | - | |
| Volatility (annualized) | 14.6% | 10.4% | |
| Max Drawdown | -58.8% | -16.0% | |
| Fund Family | Vanguard (US) | Franklin Templeton Investments (US) | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Jan 21, 2025 |
VYM vs XUDV Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Franklin US Dividend Booster Index ETF (XUDV) is a ETF from Franklin Templeton Investments (US). Over the past year VYM returned +25.03% while XUDV returned +31.93%. Year to date, VYM is up 16.53% versus a gain of 26.28% for XUDV.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.4% for XUDV. 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 -16.0% for XUDV. 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
VYM charges 0.04% per year while XUDV charges 0.09%. On a $10,000 position that is $4 vs $9 annually, a gap of $5 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 3.60% for XUDV.
Holdings Overlap
VYM and XUDV share 71 holdings out of 579 unique holdings combined, representing a 13.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or XUDV?
VYM has an expense ratio of 0.04% while XUDV charges 0.09%. VYM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, VYM or XUDV?
Over the past year VYM returned +25.03% vs +31.93% for XUDV, so XUDV leads on 1-year performance. Over the longest common window we track (2 years), VYM annualized +7.10% vs +23.20% for XUDV. Past performance does not guarantee future results.
Which is riskier, VYM or XUDV?
VYM has been the more volatile fund at 14.6% annualized versus 10.4% for XUDV. Worst drawdown: VYM -58.8% vs XUDV -16.0%.
Should I hold both VYM and XUDV?
VYM and XUDV have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between VYM and XUDV?
VYM and XUDV share 71 common holdings with a 13.6% weight overlap. Combined, they hold 579 unique securities.
Which pays a higher dividend, VYM or XUDV?
VYM yields 2.86% while XUDV yields 3.60%, so XUDV currently pays the higher dividend yield.
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