EXC vs. VYM
Compare and contrast key facts about Exelon Corporation (EXC) and Vanguard High Dividend Yield ETF (VYM).
VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EXC or VYM.
Correlation
The correlation between EXC and VYM is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EXC vs. VYM - Performance Comparison
Key characteristics
EXC:
1.56
VYM:
0.36
EXC:
2.17
VYM:
0.60
EXC:
1.28
VYM:
1.08
EXC:
1.13
VYM:
0.39
EXC:
6.12
VYM:
1.90
EXC:
4.84%
VYM:
2.93%
EXC:
19.03%
VYM:
15.58%
EXC:
-62.27%
VYM:
-56.98%
EXC:
-2.60%
VYM:
-9.80%
Returns By Period
In the year-to-date period, EXC achieves a 23.35% return, which is significantly higher than VYM's -4.52% return. Over the past 10 years, EXC has outperformed VYM with an annualized return of 10.67%, while VYM has yielded a comparatively lower 9.14% annualized return.
EXC
23.35%
7.96%
18.01%
30.03%
14.58%
10.67%
VYM
-4.52%
-4.25%
-5.66%
5.71%
12.93%
9.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
EXC vs. VYM — Risk-Adjusted Performance Rank
EXC
VYM
EXC vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Exelon Corporation (EXC) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
EXC vs. VYM - Dividend Comparison
EXC's dividend yield for the trailing twelve months is around 3.35%, more than VYM's 3.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXC Exelon Corporation | 3.35% | 4.04% | 4.01% | 3.12% | 2.65% | 3.62% | 3.18% | 3.06% | 3.32% | 3.56% | 4.46% | 3.34% |
VYM Vanguard High Dividend Yield ETF | 3.05% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
EXC vs. VYM - Drawdown Comparison
The maximum EXC drawdown since its inception was -62.27%, which is greater than VYM's maximum drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for EXC and VYM. For additional features, visit the drawdowns tool.
Volatility
EXC vs. VYM - Volatility Comparison
The current volatility for Exelon Corporation (EXC) is 8.00%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 11.11%. This indicates that EXC experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.