IUSG vs VYM
IUSG vs VYM
iShares Core S&P US Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | IUSG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.04% | |
| AUM | $31.4B | $79.0B | |
| Dividend Yield | 0.49% | 2.86% | |
| Holdings | 400 | 568 | |
| YTD Return | +12.58% | +13.82% | |
| 1Y Return | +21.98% | +24.08% | |
| 3Y Return (annualized) | +25.37% | +17.72% | |
| 5Y Return (annualized) | +13.31% | +12.13% | |
| Volatility (annualized) | 17.4% | 14.6% | |
| Max Drawdown | -65.8% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2000 | Nov 10, 2006 |
IUSG vs VYM Performance
iShares Core S&P US Growth ETF (IUSG) 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 IUSG returned +21.98% while VYM returned +24.08%. Year to date, IUSG is up 12.58% versus a gain of 13.82% for VYM.
Over three years, IUSG compounded at +25.37% per year against +17.72% for VYM; over five years the annualized figures are +13.31% and +12.13% respectively. Across the full 20-year window we track, IUSG has the edge at +7.22% annualized vs +6.98%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IUSG has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -65.8% for IUSG 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IUSG charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, IUSG currently yields 0.49% against 2.86% for VYM.
Holdings Overlap
IUSG and VYM share 72 holdings out of 862 unique holdings combined, representing a 15.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IUSG | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 4.75% | 6.47% | 1.72% |
| JPM | 1.65% | 3.36% | 1.71% |
| JNJ | 0.99% | 2.62% | 1.63% |
| CAT | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| GS | Pro | Pro | Pro |
| IBM | Pro | Pro | Pro |
See all 10 holdings IUSG 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, IUSG or VYM?
IUSG 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, IUSG or VYM?
Over the past year IUSG returned +21.98% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IUSG annualized +7.22% vs +6.98% for VYM. Past performance does not guarantee future results.
Which is riskier, IUSG or VYM?
IUSG has been the more volatile fund at 17.4% annualized versus 14.6% for VYM. Worst drawdown: IUSG -65.8% vs VYM -58.8%.
Should I hold both IUSG and VYM?
IUSG and VYM have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IUSG and VYM?
IUSG and VYM share 72 common holdings with a 15.7% weight overlap. Combined, they hold 862 unique securities.
Which pays a higher dividend, IUSG or VYM?
IUSG yields 0.49% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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