VYM vs XAGG

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMXAGGWinner
Expense Ratio0.04%0.50%
AUM$79.0B$1.3B
Dividend Yield2.86%4.46%
Holdings568406
YTD Return+13.24%+1.99%
1Y Return+23.76%-
3Y Return (annualized)+16.97%-
5Y Return (annualized)+12.26%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-2.9%
Fund FamilyVanguard (US)Eaton Vance
CategoryEquityFixed Income
InceptionNov 10, 2006Nov 10, 2025

VYM vs XAGG Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Eaton Vance Income Opportunities ETF (XAGG) is a ETF from Eaton Vance. Year to date, VYM is up 13.24% versus a gain of 1.99% for XAGG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -2.9% for XAGG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VYM charges 0.04% per year while XAGG charges 0.50%. On a $10,000 position that is $4 vs $50 annually, a gap of $46 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 4.46% for XAGG.

Holdings Overlap

0.0%overlap

VYM and XAGG share 0 holdings out of 659 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, VYM or XAGG?

VYM has an expense ratio of 0.04% while XAGG charges 0.50%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

What is the holdings overlap between VYM and XAGG?

VYM and XAGG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 659 unique securities.

Which pays a higher dividend, VYM or XAGG?

VYM yields 2.86% while XAGG yields 4.46%, so XAGG currently pays the higher dividend yield.

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