| VYM | VOO |
|---|
| YTD Return | 5.45% | 25.44% |
|---|
| 1Y Return | 6.63% | 25.14% |
|---|
| 3Y Return (Ann) | 10.18% | 10.27% |
|---|
| 5Y Return (Ann) | 10.79% | 15.57% |
|---|
| 10Y Return (Ann) | 9.45% | 12.14% |
|---|
| Sharpe Ratio | 0.46 | 1.78 |
|---|
| Daily Std Dev | 12.25% | 13.26% |
|---|
| Max Drawdown | -56.98% | -33.99% |
|---|
Correlation
The correlation between VYM and VOO is 0.90, 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.
VYM vs. VOO - Performance Comparison
In the year-to-date period, VYM achieves a 5.45% return, which is significantly lower than VOO's 25.44% return. Over the past 10 years, VYM has underperformed VOO with an annualized return of 9.45%, while VOO has yielded a comparatively higher 12.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
VYM vs. VOO - Dividend Comparison
VYM's dividend yield for the trailing twelve months is around 4.03%, more than VOO's 1.43% yield.
VYM vs. VOO - Expense Ratio Comparison
VYM has a 0.06% expense ratio, which is higher than VOO's 0.03% expense ratio.
VYM vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield ETF (VYM) and Vanguard S&P 500 ETF (VOO). 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.
VYM vs. VOO - Sharpe Ratio Comparison
The current VYM Sharpe Ratio is 0.46, which is lower than the VOO Sharpe Ratio of 1.78. The chart below compares the 12-month rolling Sharpe Ratio of VYM and VOO.
VYM vs. VOO - Drawdown Comparison
The maximum VYM drawdown for the period was -9.94%, roughly equal to the maximum VOO drawdown of -11.62%. The drawdown chart below compares losses from any high point along the way for VYM and VOO
VYM vs. VOO - Volatility Comparison
Vanguard High Dividend Yield ETF (VYM) has a higher volatility of 2.72% compared to Vanguard S&P 500 ETF (VOO) at 2.10%. This indicates that VYM's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
This dataset is comparing two exchange-traded funds (ETFs), Vanguard High Dividend Yield ETF (VYM) and Vanguard S&P 500 ETF (VOO). The metrics provide a comprehensive view of their performance, risk, dividends, expenses, and correlation.
Performance Metrics:
- Returns:
- VYM:
- YTD Return: 5.45%
- 1-Year Return: 6.63%
- 3-Year Annualized Return: 10.18%
- 5-Year Annualized Return: 10.79%
- 10-Year Annualized Return: 9.45%
- VOO:
- YTD Return: 25.44%
- 1-Year Return: 25.14%
- 3-Year Annualized Return: 10.27%
- 5-Year Annualized Return: 15.57%
- 10-Year Annualized Return: 12.14%
Risk Metrics:
- Volatility:
- VYM: Daily Std Dev 12.25%
- VOO: Daily Std Dev 13.26%
- Drawdown:
- VYM: Max Drawdown -56.98%
- VOO: Max Drawdown -33.99%
- Sharpe Ratio (Risk-Adjusted Returns):
- VYM: Sharpe Ratio 0.46
- VOO: Sharpe Ratio 1.78
Dividends and Expenses:
- Dividend Yield:
- VYM: TTM 4.03%, higher than VOO's 1.43%
- Expense Ratio:
- VYM: 0.06%, higher than VOO's 0.03%
Correlation:
- Correlation between VYM and VOO:
- 0.90, indicating a strong positive relationship between their price movements. High correlation might imply reduced diversification.
Interpretation:
- Performance Comparison:
- VOO has outperformed VYM across most periods considered.
- Dividends:
- VYM generally offers higher dividend yields than VOO.
- Expenses:
- VOO has a lower expense ratio compared to VYM.
- Risk Analysis:
- VYM shows a higher volatility and larger drawdowns compared to VOO.
- VYM's Sharpe Ratio is lower than VOO's, implying lower risk-adjusted returns for VYM.
This information can help investors assess the relative strengths and weaknesses of each ETF, considering factors like returns, risk, expenses, and dividends. It's crucial to align investment choices with one's risk tolerance and investment goals.
FAQs
VYM has a higher expense ratio than VOO by 0.03%. This can indicate that it's more expensive to invest in VYM than VOO. VYM targets investing in US Equities, while VOO targets investing in US Equities. VYM is managed by Vanguard, while VOO is managed by Vanguard.
What is the highest yielding Vanguard ETF? ›
ETFs: ETF Database Realtime Ratings
| Symbol Symbol | ETF Name ETF Name | % In Top 10 % In Top 10 |
|---|
| VIG | Vanguard Dividend Appreciation ETF | 28.88% |
| VYM | Vanguard High Dividend Yield Index ETF | 23.43% |
| VYMI | Vanguard International High Dividend Yield ETF | 15.81% |
| VIGI | Vanguard International Dividend Appreciation ETF | 32.32% |
2 more rowsAverage Return
In the past year, VOO returned a total of 27.15%, which is slightly higher than VTI's 26.55% return. Over the past 10 years, VOO has had annualized average returns of 12.89% , compared to 12.26% for VTI. These numbers are adjusted for stock splits and include dividends.
Is VTI or VYM better? ›
The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, VTI has a one year annualized return of 26.03%, while VYM has a five year annualized return of 6.53%.
What is Vanguard's best performing ETF? ›
10 Best-Performing Vanguard ETFs
| Ticker | Company | Performance (Year) |
|---|
| VGT | Vanguard Information Technology ETF | 30.75% |
| VFMO | Vanguard U.S. Momentum Factor ETF | 27.30% |
| VOOG | Vanguard S&P 500 Growth ETF | 26.64% |
| MGC | Vanguard Mega Cap 300 Index ETF | 25.51% |
6 more rowsVYM has a conensus rating of Moderate Buy which is based on 332 buy ratings, 200 hold ratings and 26 sell ratings. What is VYM's price target? The average price target for VYM is $128.80. This is based on 558 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
What ETF has 12% yield? ›
Top 100 Highest Dividend Yield ETFs
| Symbol | Name | Dividend Yield |
|---|
| TUGN | STF Tactical Growth & Income ETF | 12.10% |
| PEX | ProShares Global Listed Private Equity ETF | 12.09% |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 12.03% |
| SDIV | Global X SuperDividend ETF | 11.95% |
93 more rowsVYM has a dividend yield of 2.90% and paid $3.42 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 15, 2024.
What is the average return on VYM? ›
Total returns
| as of 03/31/2024 | 1 MONTH | 1 YEAR |
|---|
| VYM (Market price) | 5.39% | 18.37% |
| VYM (NAV) | 5.38% | 18.37% |
| BenchmarkFTSE High Dividend Yield Index2 | 5.40% | 18.43% |
Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.
Best Performing ETFs in the Last 10 Years
| Symbol | Name | 10 Year Total Returns (As of March 31, 2024) |
|---|
| PSI | Invesco Semiconductors ETF | 765.02% |
| XSD | SPDR® S&P Semiconductor ETF | 610.79% |
| XLK | Technology Select Sector SPDR® ETF | 554.92% |
| IYW | iShares US Technology ETF | 542.45% |
6 more rowsApr 3, 2024
Or, you could also invest in both, for example, by putting half in VOO and half in VTI. Here's a summary of which one to choose: If you want to own only the biggest and safest stocks, choose VOO. If you want more diversification and exposure to mid-caps and small-caps, choose VTI.
Is VYM a good long term investment? ›
Vanguard High Dividend Yield ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VYM is an outstanding option for investors seeking exposure to the Style Box - Large Cap Value segment of the market.
Why is VYM underperforming? ›
VYM has never had significant energy and basic material holdings, so the fund predictably underperformed during the recent inflationary period that began in early 2021.
Is VYM better than schd? ›
You can't compare dividend ETFs without looking at which has a higher dividend yield. Somewhat ironically, right now, SCHD has a higher yield than the high-yield-focused VYM, with a yield of 3.6% versus VYM's 3.1%, making it the winner from a dividend yield perspective.
What is the difference between VOO and VYM stocks? ›
Performance Comparison of VOO vs. VYM. The total return performance including dividends is crucial to consider when analyzing different investment funds. As of 1/15/2024, VOO has a one year annualized return of 26.25%, while VYM has a five year annualized return of 6.53%.
What is the difference between VOO and VYM holdings? ›
VOO - Performance Comparison. In the year-to-date period, VYM achieves a 3.57% return, which is significantly lower than VOO's 5.41% return. Over the past 10 years, VYM has underperformed VOO with an annualized return of 9.51%, while VOO has yielded a comparatively higher 12.41% annualized return.
Should I buy VYM or schd? ›
high yield for the VYM), the Schwab U.S. Dividend Equity ETF may be a better bet for investors that seek to invest for the long term and reinvest their dividends. The longer-term (10-year) performance comparison shows that the SCHD outperformed the VYM quite significantly on both a price and total return basis…
