EVHY 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

MetricEVHYVYMWinner
Expense Ratio0.48%0.04%
AUM$23M$79.0B
Dividend Yield7.12%2.86%
Holdings294568
YTD Return+1.64%+13.24%
1Y Return+5.47%+23.76%
3Y Return (annualized)-+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)3.9%14.6%
Max Drawdown-3.7%-58.8%
Fund FamilyEaton VanceVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 16, 2023Nov 10, 2006

EVHY vs VYM Performance

Eaton Vance High Yield ETF (EVHY) is a ETF from Eaton Vance and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EVHY returned +5.47% while VYM returned +23.76%. Year to date, EVHY is up 1.64% 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 3.9% for EVHY. 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 -3.7% for EVHY 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EVHY charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, EVHY currently yields 7.12% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EVHY and VYM share 0 holdings out of 783 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, EVHY or VYM?

EVHY has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $44 per year of difference.

Which performed better, EVHY or VYM?

Over the past year EVHY returned +5.47% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), EVHY annualized +9.22% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, EVHY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.9% for EVHY. Worst drawdown: EVHY -3.7% vs VYM -58.8%.

Should I hold both EVHY and VYM?

EVHY and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EVHY and VYM?

EVHY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 783 unique securities.

Which pays a higher dividend, EVHY or VYM?

EVHY yields 7.12% while VYM yields 2.86%, so EVHY currently pays the higher dividend yield.

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