IXP vs VYM

IXP vs VYM

Which is better, IXP or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. IXP led over 3Y, VYM over 1Y, 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 70.0%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricIXPVYM
Expense Ratio0.37%0.04%Best
AUM$613M$78.9B
Dividend Yield3.32%2.37%
Holdings88608
YTD Return-2.19%+11.83%Best
1Y Return+0.25%+15.96%Best
3Y Return (annualized)+20.98%Best+18.60%
5Y Return (annualized)+8.56%+11.51%Best
Volatility (annualized)15.8%14.6%Best
Max Drawdown-53.1%Best-58.8%
$10,000 over 5 years$15,078$17,241Best
Top 10 Weight70.0%25.8%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 12, 2001Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Oct 14, 2026 (19.9 years).

IXP 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 19.9 years both funds cover.

IXP vs VYM Performance

iShares Global Comm Services ETF (IXP) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IXP returned +0.25% while VYM returned +15.96%. Year to date, IXP is down 2.19% versus a gain of 11.83% for VYM.

Over three years, IXP compounded at +20.98% per year against +18.60% for VYM; over five years the annualized figures are +8.56% and +11.51% respectively. Across the full 20-year window we track, VYM has the edge at +6.82% annualized vs +3.81%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IXP has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.6% 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 -53.1% for IXP and -58.8% 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 0.72. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IXP charges 0.37% per year while VYM charges 0.04%. On a $10,000 position that is $37 vs $4 annually, a gap of $33 per year that compounds over a long holding period. On income, IXP currently yields 3.32% against 2.37% for VYM.

Holdings Overlap

IXP already in VYM17.3%
VYM already in IXP3.3%

17.3% of IXP's money is in holdings VYM also owns. 3.3% of VYM's money is in holdings IXP also owns.

IXP and VYM share little of their money.

9 positions in common, counted across the 65 positions we hold weights for in IXP and 602 in VYM, against full books of 88 and 608.

What only one of them owns

Our book lists 565 positions for VYM that do not appear in our book for IXP (94.6% of the fund), and 18 for IXP that do not appear in VYM (54.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in IXPWeight in VYMDifference
DISWalt Disney Co/The4.20%0.77%3.43%
VZVerizon Communications, Inc.4.10%0.84%3.26%
TAT&T Inc.4.06%0.71%3.35%
TMUST-Mobile Us Inc.1.90%0.35%1.55%
CMCSAComcast Corp A1.87%0.38%1.49%
OMCOmnicom Group Inc.0.50%0.10%0.40%
FOXAFox Corp. Class A0.30%0.05%0.25%
TIGO:LUMillicom Intl Cellular-Sdr0.19%0.03%0.16%
FOXFox Corp. Class B0.18%0.03%0.15%

You are not choosing between two funds in isolation.

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

IXPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IXP or VYM?

IXP has an expense ratio of 0.37% while VYM charges 0.04%. VYM is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, IXP or VYM?

Over the past year IXP returned +0.25% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IXP annualized +3.81% vs +6.82% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, IXP or VYM?

IXP has been the more volatile fund at 15.8% annualized versus 14.6% for VYM. Worst drawdown: IXP -53.1% vs VYM -58.8%.

Should I hold both IXP and VYM?

IXP and VYM have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between IXP and VYM?

17.3% of IXP's money is in holdings VYM also owns. 3.3% of VYM's is in holdings IXP also owns. They hold 9 positions in common, counted across the 65 positions we hold weights for in IXP and 602 in VYM.

Which pays a higher dividend, IXP or VYM?

IXP yields 3.32% while VYM yields 2.37%, so IXP currently pays the higher dividend yield.

Is VYM better than IXP?

VYM has a lower expense ratio. IXP led over 3Y, VYM over 1Y, 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 70.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.