VYM vs YXI

VYM vs YXI

Which is better, VYM or YXI?

Large Cap Value against Trading-Inverse Equity.

VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, YXI over 1Y.

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

MetricVYMYXI
Expense Ratio0.04%Best0.95%
AUM$81.6B$5M
Dividend Yield2.22%2.62%
Holdings6135
YTD Return+13.91%+16.18%Best
1Y Return+17.57%+17.95%Best
3Y Return (annualized)+18.12%Best-11.15%
5Y Return (annualized)+12.17%Best-4.14%
Volatility (annualized)13.2%Best22.6%
Max Drawdown-35.7%Best-81.7%
$10,000 over 5 years$17,758Best$8,094
Fund FamilyVanguard (US)ProShares
CategoryEquityAlternative
StyleLarge Cap ValueTrading-Inverse Equity
InceptionNov 10, 2006Mar 16, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 18, 2010 to Sep 11, 2026 (16.5 years).

VYM vs YXI 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 16.5 years both funds cover.

VYM vs YXI Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and ProShares Short FTSE China 50 (YXI) is an ETF from ProShares. Over the past year VYM returned +17.57% while YXI returned +17.95%. Year to date, VYM is up 13.91% versus a gain of 16.18% for YXI.

Over three years, VYM compounded at +18.12% per year against -11.15% for YXI; over five years the annualized figures are +12.17% and -4.14% respectively. Across the full 17-year window we track, VYM has the edge at +10.00% annualized vs -8.05%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

YXI has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 13.2% 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 -35.7% for VYM and -81.7% for YXI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.37. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VYM charges 0.04% per year while YXI charges 0.95%. On a $10,000 position that is $4 vs $95 annually, a gap of $91 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 2.62% for YXI.

You are not choosing between two funds in isolation.

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

VYMYXI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or YXI?

VYM has an expense ratio of 0.04% while YXI charges 0.95%. VYM is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, VYM or YXI?

Over the past year VYM returned +17.57% vs +17.95% for YXI, so YXI leads on 1-year performance. Over the longest common window we track (17 years), VYM annualized +10.00% vs -8.05% for YXI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or YXI?

YXI has been the more volatile fund at 22.6% annualized versus 13.2% for VYM. Worst drawdown: VYM -35.7% vs YXI -81.7%.

Should I hold both VYM and YXI?

VYM and YXI have a monthly-return correlation of -0.37, 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 YXI?

VYM yields 2.22% while YXI yields 2.62%, so YXI currently pays the higher dividend yield.

Is YXI better than VYM?

VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, YXI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.