VSGX vs VYM
Vanguard ESG International Stock ETF vs Vanguard High Dividend Yield ETF
Which is better, VSGX or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y 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 | VSGX | VYM |
|---|---|---|
| Expense Ratio | 0.10% | 0.04%Best |
| AUM | $6.7B | $78.9B |
| Dividend Yield | 3.00% | 2.37% |
| Holdings | 6,688 | 608 |
| YTD Return | +9.50% | +12.47%Best |
| 1Y Return | +13.71% | +16.31%Best |
| 3Y Return (annualized) | +18.79% | +18.81%Best |
| 5Y Return (annualized) | +7.17% | +11.50%Best |
| Volatility (annualized) | 16.2% | 15.6%Best |
| Max Drawdown | -33.1%Best | -35.7% |
| $10,000 over 5 years | $14,137 | $17,234Best |
| Fund Family | Vanguard (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 18, 2018 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 20, 2018 to Oct 15, 2026 (8.1 years).
VSGX 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 8.1 years both funds cover.
VSGX vs VYM Performance
Vanguard ESG International Stock ETF (VSGX) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VSGX returned +13.71% while VYM returned +16.31%. Year to date, VSGX is up 9.50% versus a gain of 12.47% for VYM.
Over three years, VSGX compounded at +18.79% per year against +18.81% for VYM; over five years the annualized figures are +7.17% and +11.50% respectively. Across the full 8-year window we track, VYM has the edge at +9.74% annualized vs +7.96%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VSGX has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.6% 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 -33.1% for VSGX and -35.7% 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VSGX charges 0.10% per year while VYM charges 0.04%. On a $10,000 position that is $10 vs $4 annually, a gap of $6 per year that compounds over a long holding period. On income, VSGX currently yields 3.00% against 2.37% for VYM.
Holdings Overlap
At least 0.3% of VYM's money is in holdings VSGX also owns.
Stated as a floor: for VSGX, our book for it covers 91.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
5 positions in common, counted across the 6,277 positions we hold weights for in VSGX and 602 in VYM, against full books of 6,688 and 608.
You are not choosing between two funds in isolation.
Whichever of VSGX 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, VSGX or VYM?
VSGX has an expense ratio of 0.10% while VYM charges 0.04%. VYM is the cheaper option, by $6 a year on a $10,000 investment.
Which performed better, VSGX or VYM?
Over the past year VSGX returned +13.71% vs +16.31% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), VSGX annualized +7.96% vs +9.74% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VSGX or VYM?
VSGX has been the more volatile fund at 16.2% annualized versus 15.6% for VYM. Worst drawdown: VSGX -33.1% vs VYM -35.7%.
Should I hold both VSGX and VYM?
VSGX and VYM have a monthly-return correlation of 0.82, 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, VSGX or VYM?
VSGX yields 3.00% while VYM yields 2.37%, so VSGX currently pays the higher dividend yield.
Is VYM better than VSGX?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.