VYM vs ZTEN

VYM vs ZTEN
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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

MetricVYMZTENWinner
Expense Ratio0.04%0.15%
AUM$81.6B$30M
Dividend Yield2.24%5.58%
Holdings616264
YTD Return+16.42%-0.37%
1Y Return+24.22%+2.64%
3Y Return (annualized)+19.03%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%5.3%
Max Drawdown-58.8%-5.4%
Fund FamilyVanguard (US)F-m investments
CategoryEquityFixed Income
InceptionNov 10, 2006Jan 10, 2024

VYM vs ZTEN Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and F/m 10-Year Investment Grade Corporate Bond ETF (ZTEN) is a ETF from F-m investments. Over the past year VYM returned +24.22% while ZTEN returned +2.64%. Year to date, VYM is up 16.42% versus a loss of 0.37% for ZTEN.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.3% for ZTEN. 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 -5.4% for ZTEN. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while ZTEN 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 5.58% for ZTEN.

Holdings Overlap

0.0%overlap

VYM and ZTEN share 0 holdings out of 648 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 ZTEN?

VYM has an expense ratio of 0.04% while ZTEN 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 ZTEN?

Over the past year VYM returned +24.22% vs +2.64% for ZTEN, so VYM leads on 1-year performance. Over the longest common window we track (3 years), VYM annualized +7.10% vs +4.59% for ZTEN. Past performance does not guarantee future results.

Which is riskier, VYM or ZTEN?

VYM has been the more volatile fund at 14.6% annualized versus 5.3% for ZTEN. Worst drawdown: VYM -58.8% vs ZTEN -5.4%.

Should I hold both VYM and ZTEN?

VYM and ZTEN have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and ZTEN?

VYM and ZTEN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 648 unique securities.

Which pays a higher dividend, VYM or ZTEN?

VYM yields 2.24% while ZTEN yields 5.58%, so ZTEN currently pays the higher dividend yield.

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