VYM vs XVOL
Vanguard High Dividend Yield ETF vs Acruence Active Hedge US Equity ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | XVOL | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.83% | |
| AUM | $79.0B | $2M | |
| Dividend Yield | 2.86% | 2.00% | |
| Holdings | 568 | 83 | |
| YTD Return | +16.78% | +1.47% | |
| 1Y Return | +24.43% | +20.04% | |
| 3Y Return (annualized) | +18.60% | +9.96% | |
| 5Y Return (annualized) | +12.30% | +4.79% | |
| Volatility (annualized) | 14.6% | 16.5% | |
| Max Drawdown | -58.8% | -25.8% | |
| Fund Family | Vanguard (US) | Acruence Capital, LLC | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Apr 21, 2021 |
VYM vs XVOL Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Acruence Active Hedge US Equity ETF (XVOL) is a ETF from Acruence Capital, LLC. Over the past year VYM returned +24.43% while XVOL returned +20.04%. Year to date, VYM is up 16.78% versus a gain of 1.47% for XVOL.
Over three years, VYM compounded at +18.60% per year against +9.96% for XVOL; over five years the annualized figures are +12.30% and +4.79% respectively. Across the full 5-year window we track, VYM has the edge at +7.11% annualized vs +4.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XVOL has been the more volatile fund, with annualized monthly volatility of 16.5% 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 -25.8% for XVOL. 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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while XVOL charges 0.83%. On a $10,000 position that is $4 vs $83 annually, a gap of $79 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 2.00% for XVOL.
Holdings Overlap
VYM and XVOL share 30 holdings out of 609 unique holdings combined, representing a 17.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or XVOL?
VYM has an expense ratio of 0.04% while XVOL charges 0.83%. VYM is the cheaper option. On a $10,000 investment, that is $79 per year of difference.
Which performed better, VYM or XVOL?
Over the past year VYM returned +24.43% vs +20.04% for XVOL, so VYM leads on 1-year performance. Over the longest common window we track (5 years), VYM annualized +7.11% vs +4.79% for XVOL. Past performance does not guarantee future results.
Which is riskier, VYM or XVOL?
XVOL has been the more volatile fund at 16.5% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs XVOL -25.8%.
Should I hold both VYM and XVOL?
VYM and XVOL have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and XVOL?
VYM and XVOL share 30 common holdings with a 17.4% weight overlap. Combined, they hold 609 unique securities.
Which pays a higher dividend, VYM or XVOL?
VYM yields 2.86% while XVOL yields 2.00%, so VYM currently pays the higher dividend yield.
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