EBI vs VYM
EBI vs VYM
Longview Advantage ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. EBI delivered stronger 1-year returns. EBI offers more diversification with 1235 holdings.
Side-by-Side Comparison
| Metric | EBI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.04% | |
| AUM | $671M | $79.0B | |
| Dividend Yield | 1.12% | 2.86% | |
| Holdings | 1,673 | 568 | |
| YTD Return | +18.35% | +15.45% | |
| 1Y Return | +31.69% | +26.05% | |
| 3Y Return (annualized) | - | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 11.7% | 14.6% | |
| Max Drawdown | -17.1% | -58.8% | |
| Fund Family | Longview Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 25, 2025 | Nov 10, 2006 |
EBI vs VYM Performance
Longview Advantage ETF (EBI) is a ETF from Longview Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EBI returned +31.69% while VYM returned +26.05%. Year to date, EBI is up 18.35% versus a gain of 15.45% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.7% for EBI. 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 -17.1% for EBI 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EBI charges 0.24% per year while VYM charges 0.04%. On a $10,000 position that is $24 vs $4 annually, a gap of $20 per year that compounds over a long holding period. On income, EBI currently yields 1.12% against 2.86% for VYM.
Holdings Overlap
EBI and VYM share 392 holdings out of 1401 unique holdings combined, representing a 29.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EBI | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 2.15% | 6.47% | 4.32% |
| JPM | 0.87% | 3.36% | 2.49% |
| XOM | 0.81% | 2.83% | 2.02% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
See all 10 holdings EBI shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, EBI or VYM?
EBI has an expense ratio of 0.24% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, EBI or VYM?
Over the past year EBI returned +31.69% vs +26.05% for VYM, so EBI leads on 1-year performance. Over the longest common window we track (1 years), EBI annualized +25.75% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, EBI or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.7% for EBI. Worst drawdown: EBI -17.1% vs VYM -58.8%.
Should I hold both EBI and VYM?
EBI and VYM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EBI and VYM?
EBI and VYM share 392 common holdings with a 29.0% weight overlap. Combined, they hold 1401 unique securities.
Which pays a higher dividend, EBI or VYM?
EBI yields 1.12% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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