VGIT vs VYM

Quick Verdict

VGIT has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VGITHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVGITVYMWinner
Expense Ratio0.03%0.04%
AUM$42.1B$79.0B
Dividend Yield3.84%2.86%
Holdings106568
YTD Return-0.91%+13.82%
1Y Return+0.89%+24.08%
3Y Return (annualized)+3.56%+17.72%
5Y Return (annualized)-0.34%+12.13%
Volatility (annualized)4.3%14.6%
Max Drawdown-17.2%-58.8%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionNov 19, 2009Nov 10, 2006

VGIT vs VYM Performance

Vanguard Intermediate Term Treasury ETF (VGIT) is a ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year VGIT returned +0.89% while VYM returned +24.08%. Year to date, VGIT is down 0.91% versus a gain of 13.82% for VYM.

Over three years, VGIT compounded at +3.56% per year against +17.72% for VYM; over five years the annualized figures are -0.34% and +12.13% respectively. Across the full 17-year window we track, VYM has the edge at +6.98% annualized vs +0.74%. 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 4.3% for VGIT. 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 -17.2% for VGIT 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VGIT charges 0.03% per year while VYM charges 0.04%. On a $10,000 position that is $3 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, VGIT currently yields 3.84% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

VGIT and VYM share 0 holdings out of 642 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, VGIT or VYM?

VGIT has an expense ratio of 0.03% while VYM charges 0.04%. VGIT is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VGIT or VYM?

Over the past year VGIT returned +0.89% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (17 years), VGIT annualized +0.74% vs +6.98% for VYM. Past performance does not guarantee future results.

Which is riskier, VGIT or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.3% for VGIT. Worst drawdown: VGIT -17.2% vs VYM -58.8%.

Should I hold both VGIT and VYM?

VGIT and VYM have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VGIT and VYM?

VGIT and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 642 unique securities.

Which pays a higher dividend, VGIT or VYM?

VGIT yields 3.84% while VYM yields 2.86%, so VGIT currently pays the higher dividend yield.

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