VFQY 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

MetricVFQYVYMWinner
Expense Ratio0.13%0.04%
AUM$474M$79.0B
Dividend Yield1.39%2.86%
Holdings409568
YTD Return+14.88%+15.80%
1Y Return+22.22%+26.12%
3Y Return (annualized)+15.80%+18.25%
5Y Return (annualized)+9.16%+12.51%
Volatility (annualized)18.2%14.6%
Max Drawdown-37.4%-58.8%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 13, 2018Nov 10, 2006

VFQY vs VYM Performance

Vanguard US Quality Factor ETF (VFQY) is a ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year VFQY returned +22.22% while VYM returned +26.12%. Year to date, VFQY is up 14.88% versus a gain of 15.80% for VYM.

Over three years, VFQY compounded at +15.80% per year against +18.25% for VYM; over five years the annualized figures are +9.16% and +12.51% respectively. Across the full 9-year window we track, VFQY has the edge at +11.74% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VFQY has been the more volatile fund, with annualized monthly volatility of 18.2% 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 -37.4% for VFQY 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VFQY charges 0.13% per year while VYM charges 0.04%. On a $10,000 position that is $13 vs $4 annually, a gap of $9 per year that compounds over a long holding period. On income, VFQY currently yields 1.39% against 2.86% for VYM.

Holdings Overlap

13.1%overlap

VFQY and VYM share 99 holdings out of 863 unique holdings combined, representing a 13.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VFQYWeight in VYMDifference
WMT1.18%2.44%1.26%
PG0.98%1.72%0.74%
PEP1.55%1.02%0.53%
QCOMProProPro
GILDProProPro
CATProProPro
ACNProProPro
HONProProPro
BKProProPro
NEMProProPro
See all 10 holdings VFQY 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, VFQY or VYM?

VFQY has an expense ratio of 0.13% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, VFQY or VYM?

Over the past year VFQY returned +22.22% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), VFQY annualized +11.74% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, VFQY or VYM?

VFQY has been the more volatile fund at 18.2% annualized versus 14.6% for VYM. Worst drawdown: VFQY -37.4% vs VYM -58.8%.

Should I hold both VFQY and VYM?

VFQY and VYM have a monthly-return correlation of 0.91, 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 VFQY and VYM?

VFQY and VYM share 99 common holdings with a 13.1% weight overlap. Combined, they hold 863 unique securities.

Which pays a higher dividend, VFQY or VYM?

VFQY yields 1.39% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →