EDV 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

MetricEDVVYMWinner
Expense Ratio0.05%0.04%
AUM$3.5B$79.0B
Dividend Yield4.83%2.86%
Holdings83568
YTD Return-5.95%+13.24%
1Y Return-4.40%+23.76%
3Y Return (annualized)-6.01%+16.97%
5Y Return (annualized)-13.10%+12.26%
Volatility (annualized)21.9%14.6%
Max Drawdown-62.0%-58.8%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 6, 2007Nov 10, 2006

EDV vs VYM Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EDV returned -4.40% while VYM returned +23.76%. Year to date, EDV is down 5.95% versus a gain of 13.24% for VYM.

Over three years, EDV compounded at -6.01% per year against +16.97% for VYM; over five years the annualized figures are -13.10% and +12.26% respectively. Across the full 19-year window we track, VYM has the edge at +6.96% annualized vs -1.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.9% 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 -62.0% for EDV 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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDV charges 0.05% per year while VYM charges 0.04%. On a $10,000 position that is $5 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, EDV currently yields 4.83% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EDV and VYM share 0 holdings out of 634 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, EDV or VYM?

EDV has an expense ratio of 0.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, EDV or VYM?

Over the past year EDV returned -4.40% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.50% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, EDV or VYM?

EDV has been the more volatile fund at 21.9% annualized versus 14.6% for VYM. Worst drawdown: EDV -62.0% vs VYM -58.8%.

Should I hold both EDV and VYM?

EDV and VYM have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and VYM?

EDV and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 634 unique securities.

Which pays a higher dividend, EDV or VYM?

EDV yields 4.83% while VYM yields 2.86%, so EDV currently pays the higher dividend yield.

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