VYM vs YNOT

VYM vs YNOT

Which is better, VYM or YNOT?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. VYM led over 1Y, YNOT over the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.2%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricVYMYNOT
Expense Ratio0.04%Best0.75%
AUM$81.6B$192M
Dividend Yield2.22%0.00%
Holdings613105
YTD Return+13.08%Best+12.51%
1Y Return+17.46%Best+14.34%
3Y Return (annualized)+17.73%-
5Y Return (annualized)+12.22%-
Volatility (annualized)9.2%Best23.9%
Max Drawdown-6.7%Best-17.3%
$10,000 over 1.2 years$12,255$12,811Best
Top 10 Weight26.1%Best39.2%
Fund FamilyVanguard (US)Horizon Funds
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Jul 9, 2025

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 10, 2025 to Sep 14, 2026 (1.2 years).

VYM vs YNOT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.

VYM vs YNOT Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Horizon Digital Frontier ETF (YNOT) is an ETF from Horizon Funds. Over the past year VYM returned +17.46% while YNOT returned +14.34%. Year to date, VYM is up 13.08% versus a gain of 12.51% for YNOT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YNOT has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 9.2% 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 -6.7% for VYM and -17.3% for YNOT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VYM charges 0.04% per year while YNOT charges 0.75%. On a $10,000 position that is $4 vs $75 annually, a gap of $71 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.00% for YNOT.

Holdings Overlap

VYM already in YNOT18.7%
YNOT already in VYM20.1%

18.7% of VYM's money is in holdings YNOT also owns. 20.1% of YNOT's money is in holdings VYM also owns.

YNOT and VYM share little of their money.

20 positions in common, counted across the 557 positions we hold weights for in VYM and 106 in YNOT, against full books of 613 and 105.

What only one of them owns

Our book lists 69 positions for YNOT that do not appear in our book for VYM (71.3% of the fund), and 508 for VYM that do not appear in YNOT (78.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VYMWeight in YNOTDifference
AVGOBroadcom Inc7.35%1.82%5.53%
CSCOCisco Systems Inc. - Ordinary Shares1.86%1.45%0.41%
CATCaterpillar, Inc.1.50%1.70%0.20%
ORCLOracle Corp - Common0.90%1.57%0.67%
GENGen Digital Inc0.06%2.16%2.10%
GSGoldman Sachs Group Inc/The1.13%1.01%0.12%
DELLDell Technologies Inc0.50%1.46%0.96%
IBMInternational Business Machines Corp.0.85%1.01%0.16%
MSMorgan Stanley0.96%0.68%0.28%
ROKRockwell Automation0.22%1.28%1.06%

20.1% of YNOT is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VYMYNOT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or YNOT?

VYM has an expense ratio of 0.04% while YNOT charges 0.75%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, VYM or YNOT?

Over the past year VYM returned +17.46% vs +14.34% for YNOT, so VYM leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +18.47% vs +22.93% for YNOT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or YNOT?

YNOT has been the more volatile fund at 23.9% annualized versus 9.2% for VYM. Worst drawdown: VYM -6.7% vs YNOT -17.3%.

Should I hold both VYM and YNOT?

VYM and YNOT have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VYM and YNOT?

20.1% of YNOT's money is in holdings VYM also owns. 20.1% of YNOT's is in holdings VYM also owns. They hold 20 positions in common, counted across the 557 positions we hold weights for in VYM and 106 in YNOT.

Which pays a higher dividend, VYM or YNOT?

VYM yields 2.22% while YNOT yields 0.00%, so VYM currently pays the higher dividend yield.

Is YNOT better than VYM?

VYM has a lower expense ratio. VYM led over 1Y, YNOT over the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.