VYM vs XYZG

VYM vs XYZG
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXYZGWinner
Expense Ratio0.04%0.78%
AUM$81.6B$3M
Dividend Yield2.24%5.39%
Holdings6166
YTD Return+15.34%+24.65%
1Y Return+23.24%-14.31%
3Y Return (annualized)+19.22%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%56.5%
Max Drawdown-58.8%-69.4%
Fund FamilyVanguard (US)Leverage Shares
CategoryEquityAlternative
InceptionNov 10, 2006Apr 4, 2025

VYM vs XYZG Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Leverage Shares 2X Long XYZ Daily ETF (XYZG) is a ETF from Leverage Shares. Over the past year VYM returned +23.24% while XYZG returned -14.31%. Year to date, VYM is up 15.34% versus a gain of 24.65% for XYZG.

Risk: Volatility and Drawdowns

XYZG has been the more volatile fund, with annualized monthly volatility of 56.5% 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 -69.4% for XYZG. 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while XYZG charges 0.78%. On a $10,000 position that is $4 vs $78 annually, a gap of $74 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 5.39% for XYZG.

Holdings Overlap

0.0%overlap

VYM and XYZG 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 XYZG?

VYM has an expense ratio of 0.04% while XYZG charges 0.78%. VYM is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

Which performed better, VYM or XYZG?

Over the past year VYM returned +23.24% vs -14.31% for XYZG, so VYM leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +7.04% vs +35.28% for XYZG. Past performance does not guarantee future results.

Which is riskier, VYM or XYZG?

XYZG has been the more volatile fund at 56.5% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs XYZG -69.4%.

Should I hold both VYM and XYZG?

VYM and XYZG have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XYZG?

VYM and XYZG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, VYM or XYZG?

VYM yields 2.24% while XYZG yields 5.39%, so XYZG currently pays the higher dividend yield.

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