EVMO vs VYM
EVMO vs VYM
Eaton Vance Mortgage Opportunities 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 | EVMO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 726 | 568 | |
| YTD Return | +0.68% | +13.24% | |
| 1Y Return | +4.00% | +23.76% | |
| 3Y Return (annualized) | - | +16.97% | |
| 5Y Return (annualized) | - | +12.26% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.9% | -58.8% | |
| Fund Family | Eaton Vance | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 31, 1987 | Nov 10, 2006 |
EVMO vs VYM Performance
Eaton Vance Mortgage Opportunities ETF (EVMO) is a ETF from Eaton Vance and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EVMO returned +4.00% while VYM returned +23.76%. Year to date, EVMO is up 0.68% versus a gain of 13.24% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for EVMO and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
EVMO 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.
Holdings Overlap
EVMO and VYM share 0 holdings out of 615 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, EVMO or VYM?
EVMO 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, EVMO or VYM?
Over the past year EVMO returned +4.00% vs +23.76% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between EVMO and VYM?
EVMO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 615 unique securities.
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