HDV vs VYM

Both HDV and VYM are ETFs. HDV has a lower 5-year return than VYM (6.91% vs 7.21%). HDV has a higher expense ratio than VYM (0.08% vs 0.06%). Below is the comparison between HDV and VYM.

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HDV VYM
Security Type ETF ETF
Finny Score 40 33
Category Large Value Large Value
Family BlackRock Vanguard
Net Assets N/A N/A
Expense Ratio 0.08% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.88% 3.09%
Underlying Index Morningstar Dividend Yield Focus TR FTSE High Dividend Yield Index Net TR US RIC
YTD Return -5.12% -5.38%
1-Year Return -5.67% -3.83%
3-Year Return 10.67% 13.29%
5-Year Return 6.91% 7.21%
10-Year Return 7.42% 9.14%

HDV

HDV description

iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.

HDV performance & returns
YTD Return -5.12%
1-Month Return -4.72%
3-Month Return -2.37%
1-Year Return -5.67%
3-Year Return 10.67%
5-Year Return 6.91%
10-Year Return 7.42%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (53.20% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 8.82%
Johnson & Johnson JNJ 6.91%
Verizon Communications Inc VZ 6.20%
Chevron Corp CVX 6.08%
AbbVie Inc ABBV 5.78%
Pfizer Inc PFE 4.88%
Broadcom Inc AVGO 4.04%
Coca-Cola Co KO 4.00%
Cisco Systems Inc CSCO 3.28%
International Business Machines Corp IBM 3.22%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 10.55%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

HDV cons

The following are HDV weaknesses from our perspective:

  • HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HDV 5-year return is 7.1%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 7.41%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

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VYM

VYM description

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the FTSE High Dividend Yield Index, by using full replication technique. Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF was formed on November 10, 2006 and is domiciled in the United States.

VYM performance & returns
YTD Return -5.38%
1-Month Return -4.14%
3-Month Return -4.79%
1-Year Return -3.83%
3-Year Return 13.29%
5-Year Return 7.21%
10-Year Return 9.14%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (24.97% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 3.59%
Johnson & Johnson JNJ 3.17%
JPMorgan Chase & Co JPM 2.96%
Procter & Gamble Co PG 2.71%
Chevron Corp CVX 2.40%
The Home Depot Inc HD 2.25%
Merck & Co Inc MRK 2.15%
AbbVie Inc ABBV 1.96%
PepsiCo Inc PEP 1.94%
Coca-Cola Co KO 1.84%

VYM pros

The following are VYM strengths from our perspective:

  • VYM 3-year return is 13.69%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • VYM expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

VYM cons

The following are VYM weaknesses from our perspective:

  • VYM net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • VYM 5-year return is 7.68%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • VYM 10-year return is 9.28%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • VYM 15-year return is 7.28%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.

Other relevant VYM comparisons

You may also want to check out the following VYM comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.