EUSA vs VYM
EUSA vs VYM
iShares MSCI USA Equal Weighted ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | EUSA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.09% | 0.04% | |
| AUM | $1.8B | $79.0B | |
| Dividend Yield | 1.45% | 2.86% | |
| Holdings | 534 | 568 | |
| YTD Return | +12.89% | +15.20% | |
| 1Y Return | +18.59% | +25.56% | |
| 3Y Return (annualized) | +14.92% | +17.86% | |
| 5Y Return (annualized) | +7.91% | +12.35% | |
| Volatility (annualized) | 15.4% | 14.6% | |
| Max Drawdown | -39.2% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 5, 2010 | Nov 10, 2006 |
EUSA vs VYM Performance
iShares MSCI USA Equal Weighted ETF (EUSA) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EUSA returned +18.59% while VYM returned +25.56%. Year to date, EUSA is up 12.89% versus a gain of 15.20% for VYM.
Over three years, EUSA compounded at +14.92% per year against +17.86% for VYM; over five years the annualized figures are +7.91% and +12.35% respectively. Across the full 16-year window we track, EUSA has the edge at +10.90% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EUSA has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -39.2% for EUSA 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EUSA charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, EUSA currently yields 1.45% against 2.86% for VYM.
Holdings Overlap
EUSA and VYM share 198 holdings out of 854 unique holdings combined, representing a 30.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in EUSA | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 0.16% | 6.47% | 6.31% |
| JPM:US | 0.21% | 3.36% | 3.15% |
| XOM | 0.15% | 2.83% | 2.68% |
| JNJ | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
See all 10 holdings EUSA 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, EUSA or VYM?
EUSA has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $5 per year of difference.
Which performed better, EUSA or VYM?
Over the past year EUSA returned +18.59% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), EUSA annualized +10.90% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, EUSA or VYM?
EUSA has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: EUSA -39.2% vs VYM -58.8%.
Should I hold both EUSA and VYM?
EUSA and VYM have a monthly-return correlation of 0.93, 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 EUSA and VYM?
EUSA and VYM share 198 common holdings with a 30.1% weight overlap. Combined, they hold 854 unique securities.
Which pays a higher dividend, EUSA or VYM?
EUSA yields 1.45% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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