VYM vs XXCH

VYM vs XXCH

Which is better, VYM or XXCH?

Large Cap Value against Leverage Strategy.

VYM has a lower expense ratio. VYM led over 1Y, XXCH over the full window.

Lower Fees: VYMHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVYMXXCH
Expense Ratio0.04%Best1.15%
AUM$81.6B$2M
Dividend Yield2.22%8.77%
Holdings6136
Volatility (annualized)10.9%Best22.5%
Max Drawdown-14.5%Best-38.0%
$10,000 over 1.7 years$13,071$14,937Best
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
StyleLarge Cap ValueLeverage Strategy
InceptionNov 10, 2006Feb 7, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 323 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. VYM has data through Sep 11, 2026 and XXCH through Oct 23, 2025.

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Feb 7, 2024 to Oct 23, 2025 (1.7 years).

Risk: Volatility and Drawdowns

XXCH has been the more volatile fund, with annualized monthly volatility of 22.5% compared with 10.9% 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 -14.5% for VYM and -38.0% for XXCH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.27. They move largely independently of each other.

Fees and Cost Over Time

VYM charges 0.04% per year while XXCH charges 1.15%. On a $10,000 position that is $4 vs $115 annually, a gap of $111 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 8.77% for XXCH.

You are not choosing between two funds in isolation.

Whichever of VYM and XXCH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VYMXXCH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or XXCH?

VYM has an expense ratio of 0.04% while XXCH charges 1.15%. VYM is the cheaper option, by $111 a year on a $10,000 investment.

Which is riskier, VYM or XXCH?

XXCH has been the more volatile fund at 22.5% annualized versus 10.9% for VYM. Worst drawdown: VYM -14.5% vs XXCH -38.0%.

Should I hold both VYM and XXCH?

VYM and XXCH have a monthly-return correlation of 0.27, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VYM or XXCH?

VYM yields 2.22% while XXCH yields 8.77%, so XXCH currently pays the higher dividend yield.

Is XXCH better than VYM?

VYM has a lower expense ratio. VYM led over 1Y, XXCH over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.