EERN vs VYM

EERN vs VYM

Which is better, EERN or VYM?

Diversified Sectoral Bond against Large Cap Value.

VYM led over 1Y and the full window.

Higher Returns: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEERNVYM
Expense Ratio-0.04%
AUM$167,623.35$78.9B
Dividend Yield545.96%2.37%
Holdings13608
Volatility (annualized)17.8%14.5%Best
Max Drawdown-21.8%-13.4%Best
$10,000 over 1.1 years$9,611$10,369Best
Fund FamilyDRIVE WEALTHVanguard (US)
CategoryFixed IncomeEquity
StyleDiversified Sectoral BondLarge Cap Value
InceptionJul 26, 2021Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 1507 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EERN has data through Aug 29, 2022 and VYM through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 27, 2021 to Aug 29, 2022 (1.1 years).

Risk: Volatility and Drawdowns

EERN has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 14.5% for VYM. 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 -21.8% for EERN and -13.4% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.

You are not choosing between two funds in isolation.

Whichever of EERN and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EERNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is riskier, EERN or VYM?

EERN has been the more volatile fund at 17.8% annualized versus 14.5% for VYM. Worst drawdown: EERN -21.8% vs VYM -13.4%.

Should I hold both EERN and VYM?

EERN and VYM have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EERN or VYM?

EERN yields 545.96% while VYM yields 2.37%, so EERN currently pays the higher dividend yield.

Is VYM better than EERN?

VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.