VYM vs XXV
Vanguard High Dividend Yield ETF vs Simplify Ancorato Target 25 Distribution ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | VYM | XXV | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.85% | |
| AUM | $81.6B | $53M | |
| Dividend Yield | 2.24% | 18.20% | |
| Holdings | 616 | 50 | |
| YTD Return | +15.34% | +8.32% | |
| 1Y Return | +23.24% | - | |
| 3Y Return (annualized) | +19.22% | - | |
| 5Y Return (annualized) | +12.21% | - | |
| Volatility (annualized) | 14.6% | - | |
| Max Drawdown | -58.8% | -8.9% | |
| Fund Family | Vanguard (US) | Simplify Exchange Traded Funds | |
| Category | Equity | Alternative | |
| Inception | Nov 10, 2006 | Nov 17, 2025 |
VYM vs XXV Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Simplify Ancorato Target 25 Distribution ETF (XXV) is a ETF from Simplify Exchange Traded Funds. Year to date, VYM is up 15.34% versus a gain of 8.32% for XXV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -58.8% for VYM and -8.9% for XXV. 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 XXV charges 0.85%. On a $10,000 position that is $4 vs $85 annually, a gap of $81 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 18.20% for XXV.
Holdings Overlap
VYM and XXV share 0 holdings out of 604 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 XXV?
VYM has an expense ratio of 0.04% while XXV charges 0.85%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
What is the holdings overlap between VYM and XXV?
VYM and XXV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, VYM or XXV?
VYM yields 2.24% while XXV yields 18.20%, so XXV currently pays the higher dividend yield.
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