VYM vs ZROZ

VYM vs ZROZ
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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

MetricVYMZROZWinner
Expense Ratio0.04%0.15%
AUM$81.6B$1.4B
Dividend Yield2.24%5.52%
Holdings61623
YTD Return+15.34%-6.97%
1Y Return+23.24%-4.97%
3Y Return (annualized)+19.22%-5.56%
5Y Return (annualized)+12.21%-14.69%
Volatility (annualized)14.6%21.7%
Max Drawdown-58.8%-63.7%
Fund FamilyVanguard (US)PIMCO (US)
CategoryEquityFixed Income
InceptionNov 10, 2006Oct 30, 2009

VYM vs ZROZ Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) is a ETF from PIMCO (US). Over the past year VYM returned +23.24% while ZROZ returned -4.97%. Year to date, VYM is up 15.34% versus a loss of 6.97% for ZROZ.

Over three years, VYM compounded at +19.22% per year against -5.56% for ZROZ; over five years the annualized figures are +12.21% and -14.69% respectively. Across the full 17-year window we track, VYM has the edge at +7.04% annualized vs -0.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ZROZ has been the more volatile fund, with annualized monthly volatility of 21.7% 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 -63.7% for ZROZ. 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 -0.13. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while ZROZ charges 0.15%. On a $10,000 position that is $4 vs $15 annually, a gap of $11 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 5.52% for ZROZ.

Holdings Overlap

0.0%overlap

VYM and ZROZ share 0 holdings out of 621 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 ZROZ?

VYM has an expense ratio of 0.04% while ZROZ charges 0.15%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, VYM or ZROZ?

Over the past year VYM returned +23.24% vs -4.97% for ZROZ, so VYM leads on 1-year performance. Over the longest common window we track (17 years), VYM annualized +7.04% vs -0.31% for ZROZ. Past performance does not guarantee future results.

Which is riskier, VYM or ZROZ?

ZROZ has been the more volatile fund at 21.7% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs ZROZ -63.7%.

Should I hold both VYM and ZROZ?

VYM and ZROZ have a monthly-return correlation of -0.13, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and ZROZ?

VYM and ZROZ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 621 unique securities.

Which pays a higher dividend, VYM or ZROZ?

VYM yields 2.24% while ZROZ yields 5.52%, so ZROZ currently pays the higher dividend yield.

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