VYM vs YOKE

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

MetricVYMYOKEWinner
Expense Ratio0.04%0.30%
AUM$79.0B$232M
Dividend Yield2.86%0.72%
Holdings56852
YTD Return+15.45%+18.34%
1Y Return+26.05%+21.92%
3Y Return (annualized)+17.96%-
5Y Return (annualized)+12.54%-
Volatility (annualized)14.6%12.8%
Max Drawdown-58.8%-14.3%
Fund FamilyVanguard (US)Yoke ETF
CategoryEquityAllocation/Balanced
InceptionNov 10, 2006Feb 21, 2025

VYM vs YOKE Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Yoke Core ETF (YOKE) is a ETF from Yoke ETF. Over the past year VYM returned +26.05% while YOKE returned +21.92%. Year to date, VYM is up 15.45% versus a gain of 18.34% for YOKE.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.8% for YOKE. 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 -14.3% for YOKE. 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while YOKE charges 0.30%. On a $10,000 position that is $4 vs $30 annually, a gap of $26 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 0.72% for YOKE.

Holdings Overlap

14.3%overlap

VYM and YOKE share 17 holdings out of 592 unique holdings combined, representing a 14.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in YOKEDifference
XOM2.83%2.60%0.23%
JNJ2.62%2.81%0.19%
KO1.39%1.87%0.48%
HDProProPro
WMTProProPro
STXProProPro
PGProProPro
QCOMProProPro
LMTProProPro
LOWProProPro
See all 10 holdings VYM shares with YOKE
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, VYM or YOKE?

VYM has an expense ratio of 0.04% while YOKE charges 0.30%. VYM is the cheaper option. On a $10,000 investment, that is $26 per year of difference.

Which performed better, VYM or YOKE?

Over the past year VYM returned +26.05% vs +21.92% for YOKE, so VYM leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +7.06% vs +21.10% for YOKE. Past performance does not guarantee future results.

Which is riskier, VYM or YOKE?

VYM has been the more volatile fund at 14.6% annualized versus 12.8% for YOKE. Worst drawdown: VYM -58.8% vs YOKE -14.3%.

Should I hold both VYM and YOKE?

VYM and YOKE have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and YOKE?

VYM and YOKE share 17 common holdings with a 14.3% weight overlap. Combined, they hold 592 unique securities.

Which pays a higher dividend, VYM or YOKE?

VYM yields 2.86% while YOKE yields 0.72%, so VYM currently pays the higher dividend yield.

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