VYM vs XHYI

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

MetricVYMXHYIWinner
Expense Ratio0.04%0.35%
AUM$79.0B$8M
Dividend Yield2.86%6.51%
Holdings568496
YTD Return+15.80%+0.15%
1Y Return+26.12%+6.16%
3Y Return (annualized)+18.25%+7.78%
5Y Return (annualized)+12.51%-
Volatility (annualized)14.6%7.5%
Max Drawdown-58.8%-11.0%
Fund FamilyVanguard (US)BondBloxx
CategoryEquityFixed Income
InceptionNov 10, 2006Feb 15, 2022

VYM vs XHYI Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and BondBloxx USD High Yield Bond Industrial Sector ETF (XHYI) is a ETF from BondBloxx. Over the past year VYM returned +26.12% while XHYI returned +6.16%. Year to date, VYM is up 15.80% versus a gain of 0.15% for XHYI.

Over three years, VYM compounded at +18.25% per year against +7.78% for XHYI. Across the full 4-year window we track, VYM has the edge at +7.07% annualized vs +5.18%. 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 7.5% for XHYI. 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 XHYI. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while XHYI charges 0.35%. On a $10,000 position that is $4 vs $35 annually, a gap of $31 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 6.51% for XHYI.

Holdings Overlap

0.0%overlap

VYM and XHYI share 0 holdings out of 993 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 XHYI?

VYM has an expense ratio of 0.04% while XHYI charges 0.35%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, VYM or XHYI?

Over the past year VYM returned +26.12% vs +6.16% for XHYI, so VYM leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +7.07% vs +5.18% for XHYI. Past performance does not guarantee future results.

Which is riskier, VYM or XHYI?

VYM has been the more volatile fund at 14.6% annualized versus 7.5% for XHYI. Worst drawdown: VYM -58.8% vs XHYI -11.0%.

Should I hold both VYM and XHYI?

VYM and XHYI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and XHYI?

VYM and XHYI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 993 unique securities.

Which pays a higher dividend, VYM or XHYI?

VYM yields 2.86% while XHYI yields 6.51%, so XHYI currently pays the higher dividend yield.

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