VYM vs XCCC

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

MetricVYMXCCCWinner
Expense Ratio0.04%0.40%
AUM$79.0B$273M
Dividend Yield2.86%9.95%
Holdings568188
YTD Return+13.24%-0.67%
1Y Return+23.76%+2.16%
3Y Return (annualized)+16.97%+9.02%
5Y Return (annualized)+12.26%-
Volatility (annualized)14.6%9.0%
Max Drawdown-58.8%-11.0%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionNov 10, 2006May 24, 2022

VYM vs XCCC Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) is a ETF from BondBloxx. Over the past year VYM returned +23.76% while XCCC returned +2.16%. Year to date, VYM is up 13.24% versus a loss of 0.67% for XCCC.

Over three years, VYM compounded at +16.97% per year against +9.02% for XCCC. Across the full 4-year window we track, XCCC has the edge at +7.63% annualized vs +6.96%. 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 9.0% for XCCC. 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 -58.8% for VYM and -11.0% for XCCC. 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 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while XCCC charges 0.40%. On a $10,000 position that is $4 vs $40 annually, a gap of $36 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 9.95% for XCCC.

Holdings Overlap

0.0%overlap

VYM and XCCC share 0 holdings out of 723 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 XCCC?

VYM has an expense ratio of 0.04% while XCCC charges 0.40%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, VYM or XCCC?

Over the past year VYM returned +23.76% vs +2.16% for XCCC, so VYM leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +6.96% vs +7.63% for XCCC. Past performance does not guarantee future results.

Which is riskier, VYM or XCCC?

VYM has been the more volatile fund at 14.6% annualized versus 9.0% for XCCC. Worst drawdown: VYM -58.8% vs XCCC -11.0%.

Should I hold both VYM and XCCC?

VYM and XCCC have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XCCC?

VYM and XCCC share 0 common holdings with a 0.0% weight overlap. Combined, they hold 723 unique securities.

Which pays a higher dividend, VYM or XCCC?

VYM yields 2.86% while XCCC yields 9.95%, so XCCC currently pays the higher dividend yield.

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