CGIB vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricCGIBVYMWinner
Expense Ratio0.45%0.04%
AUM$296M$79.0B
Dividend Yield1.44%2.86%
Holdings322568
YTD Return+0.53%+13.24%
1Y Return+1.84%+23.76%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)3.1%14.6%
Max Drawdown-2.7%-58.8%
Fund FamilyCapital Group (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 25, 2024Nov 10, 2006

CGIB vs VYM Performance

Capital Group International Bond ETF (CGIB) is a ETF from Capital Group (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CGIB returned +1.84% while VYM returned +23.76%. Year to date, CGIB is up 0.53% versus a gain of 13.24% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 3.1% for CGIB. 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 -2.7% for CGIB and -58.8% for VYM. 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 0.42. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

CGIB charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, CGIB currently yields 1.44% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

CGIB and VYM share 1 holdings out of 617 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in CGIBWeight in VYMDifference
KR-0.02%0.18%0.20%

Frequently Asked Questions

Which is cheaper, CGIB or VYM?

CGIB has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, CGIB or VYM?

Over the past year CGIB returned +1.84% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), CGIB annualized +3.68% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, CGIB or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.1% for CGIB. Worst drawdown: CGIB -2.7% vs VYM -58.8%.

Should I hold both CGIB and VYM?

CGIB and VYM have a monthly-return correlation of 0.42, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between CGIB and VYM?

CGIB and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 617 unique securities.

Which pays a higher dividend, CGIB or VYM?

CGIB yields 1.44% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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