EXHAX vs. VYM
Compare and contrast key facts about Manning & Napier Pro-Blend Maximum Term Series (EXHAX) and Vanguard High Dividend Yield ETF (VYM).
EXHAX is managed by Manning & Napier. It was launched on Oct 31, 1995. 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: EXHAX or VYM.
Correlation
The correlation between EXHAX and VYM is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EXHAX vs. VYM - Performance Comparison
Key characteristics
EXHAX:
0.98
VYM:
2.08
EXHAX:
1.26
VYM:
2.94
EXHAX:
1.20
VYM:
1.37
EXHAX:
0.51
VYM:
3.81
EXHAX:
3.41
VYM:
10.96
EXHAX:
3.23%
VYM:
2.08%
EXHAX:
11.23%
VYM:
10.94%
EXHAX:
-56.79%
VYM:
-56.98%
EXHAX:
-12.54%
VYM:
-0.13%
Returns By Period
The year-to-date returns for both stocks are quite close, with EXHAX having a 5.08% return and VYM slightly lower at 4.84%. Over the past 10 years, EXHAX has underperformed VYM with an annualized return of 3.38%, while VYM has yielded a comparatively higher 10.10% annualized return.
EXHAX
5.08%
2.70%
0.48%
9.98%
3.54%
3.38%
VYM
4.84%
1.58%
8.95%
20.80%
10.79%
10.10%
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EXHAX vs. VYM - Expense Ratio Comparison
EXHAX has a 1.10% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
EXHAX vs. VYM — Risk-Adjusted Performance Rank
EXHAX
VYM
EXHAX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Manning & Napier Pro-Blend Maximum Term Series (EXHAX) 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
EXHAX vs. VYM - Dividend Comparison
EXHAX's dividend yield for the trailing twelve months is around 0.63%, less than VYM's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXHAX Manning & Napier Pro-Blend Maximum Term Series | 0.63% | 0.66% | 0.71% | 0.36% | 0.03% | 0.00% | 0.34% | 0.32% | 0.35% | 0.06% | 0.21% | 0.32% |
VYM Vanguard High Dividend Yield ETF | 2.61% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
EXHAX vs. VYM - Drawdown Comparison
The maximum EXHAX drawdown since its inception was -56.79%, roughly equal to the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for EXHAX and VYM. For additional features, visit the drawdowns tool.
Volatility
EXHAX vs. VYM - Volatility Comparison
Manning & Napier Pro-Blend Maximum Term Series (EXHAX) and Vanguard High Dividend Yield ETF (VYM) have volatilities of 2.60% and 2.65%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.