HEDG vs VYM
Equable Shares Hedged Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, HEDG or VYM?
Option Writing against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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
| Metric | HEDG | VYM |
|---|---|---|
| Expense Ratio | 0.96% | 0.04%Best |
| AUM | $465M | $78.9B |
| Dividend Yield | 2.78% | 2.37% |
| Holdings | 10 | 608 |
| YTD Return | +6.78% | +11.83%Best |
| 1Y Return | +10.34% | +15.96%Best |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 3.6%Best | 11.2% |
| Max Drawdown | -3.9%Best | -6.7% |
| $10,000 over 1 years | $11,015 | $11,673Best |
| Top 10 Weight | - | 25.8% |
| Fund Family | Equable Shares | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Value |
| Inception | Oct 13, 2025 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Oct 13, 2025 to Oct 14, 2026 (1 years).
HEDG vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.
HEDG vs VYM Performance
Equable Shares Hedged Equity ETF (HEDG) is an ETF from Equable Shares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HEDG returned +10.34% while VYM returned +15.96%. Year to date, HEDG is up 6.78% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 11.2% compared with 3.6% for HEDG. 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 -3.9% for HEDG and -6.7% 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 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HEDG charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, HEDG currently yields 2.78% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 10 holdings in HEDG and 602 in VYM, totalling 104.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in HEDG and 602 in VYM, against full books of 10 and 608.
What only one of them owns
Measured across the 10 and 602 positions we hold weights for.
VYM holds 573 positions HEDG does not, 97.9% of the fund.
Largest: AVGO 6.94%, JPM 3.83%, XOM 2.70%, JNJ 2.58%, ABBV 1.83%
You are not choosing between two funds in isolation.
Whichever of HEDG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HEDG or VYM?
HEDG has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, HEDG or VYM?
Over the past year HEDG returned +10.34% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), HEDG annualized +10.15% vs +16.73% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HEDG or VYM?
VYM has been the more volatile fund at 11.2% annualized versus 3.6% for HEDG. Worst drawdown: HEDG -3.9% vs VYM -6.7%.
Should I hold both HEDG and VYM?
HEDG and VYM have a monthly-return correlation of 0.61, 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, HEDG or VYM?
HEDG yields 2.78% while VYM yields 2.37%, so HEDG currently pays the higher dividend yield.
Is VYM better than HEDG?
VYM has a lower expense ratio. 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.