IGLB vs VYM

Quick Verdict

VYM delivered stronger 1-year returns. IGLB offers more diversification with 1393 holdings.

Lower Fees: TiedHigher Returns: VYMMore Diversified: IGLB

Side-by-Side Comparison

MetricIGLBVYMWinner
Expense Ratio0.04%0.04%
AUM$2.6B$79.0B
Dividend Yield5.23%2.86%
Holdings3,825568
YTD Return-1.76%+15.80%
1Y Return+0.45%+26.12%
3Y Return (annualized)+3.96%+18.25%
5Y Return (annualized)-2.88%+12.51%
Volatility (annualized)10.5%14.6%
Max Drawdown-34.7%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 8, 2009Nov 10, 2006

IGLB vs VYM Performance

iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) 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 IGLB returned +0.45% while VYM returned +26.12%. Year to date, IGLB is down 1.76% versus a gain of 15.80% for VYM.

Over three years, IGLB compounded at +3.96% per year against +18.25% for VYM; over five years the annualized figures are -2.88% and +12.51% respectively. Across the full 17-year window we track, VYM has the edge at +7.07% annualized vs +1.17%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.5% for IGLB. 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 -34.7% for IGLB 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IGLB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, IGLB currently yields 5.23% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

IGLB and VYM share 2 holdings out of 1949 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IGLBWeight in VYMDifference
ADM0.01%0.14%0.13%
RPRX0.03%0.08%0.05%

Frequently Asked Questions

Which is cheaper, IGLB or VYM?

IGLB has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, IGLB or VYM?

Over the past year IGLB returned +0.45% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), IGLB annualized +1.17% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, IGLB or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 10.5% for IGLB. Worst drawdown: IGLB -34.7% vs VYM -58.8%.

Should I hold both IGLB and VYM?

IGLB and VYM have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IGLB and VYM?

IGLB and VYM share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1949 unique securities.

Which pays a higher dividend, IGLB or VYM?

IGLB yields 5.23% while VYM yields 2.86%, so IGLB currently pays the higher dividend yield.

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