Compare · 2 funds side by side · dividends reinvested

XAGG and VYM

XAGGEaton Vance×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 03

XAGG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.1

Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETFIncome · Dividend stocks0.50%6.87%+2.0%[…][…][…][…][…]$2.3B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XAGG 1997 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF · $2.3B[…]

XAGG

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XAGGMeasureVYM

+2.0%Year to dateJan 1 → Nov 5+13.3%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $17,002+11.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

6.87%Trailing 12-mo yield$687 · $230 a year on $10k2.30%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer10.6%

XAGGVYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–2VYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XAGG vs VYM: Top 5 Holdings

Today

XAGG

0.4%in top 5

VYM

in top 518.2%

XAGGStockVYM

not top 5AVGO6.9%

6.3%FVZ6not top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

0.0%KDH.VNnot top 5

-0.4%USZ6not top 5

-1.9%TUZ6not top 5

-3.5%WNZ6not top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XAGG vs VYM Returns, Every Period

Eaton VanceXAGG

[…]

past year

VYMVanguard

+17.7%

past year

XAGGVYMFaded: behind in that period

0–1VYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XAGG vs VYM

YTD

Eaton VanceXAGG

+2.0%

VYMVanguard

+13.3%

+2.0%Year to date+13.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.6%

6.9%Yield2.3%

$2.3BAssets$78.9B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XAGG, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

XAGG0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XAGG, VYM

6.87%highest, XAGG

FundTrailing yieldYield$10k

XAGG6.87%$687

VYM2.30%$230

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$637most kept, XAGG

XAGG$687 − $50 = $637

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XAGG, VYM

Today

0.0%most shared, XAGG and VYM

XAGGVYM

XAGG—0.0%

VYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

XAGGWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XAGGVYM

+2.0%Year to date+13.3%

6.9%Yield2.3%

[…]Past year+17.7%

0.50%Fee0.04%

2–1VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026