VYM vs IDIV

Both VYM and IDIV are ETFs. VYM has a lower expense ratio than IDIV (0.06% vs 0.87%). Below is the comparison between VYM and IDIV.

IDIV VYM
Segment N/A Equity: U.S. - High Dividend Yield
Issuer Metaurus Vanguard
Net Assets $18.32M $23.93B
Expense Ratio 0.87% 0.06%
Management Style passive passive (index-based)
Dividend Yield 0.00% 3.52%
Underlying Index N/A FTSE High Dividend Yield Index Net TR US RIC
YTD Return -7.57% -1.04%
1-Year Return -6.08% 1.57%
3-Year Return N/A 6.27%
5-Year Return N/A 9.21%
10-Year Return N/A 11.86%

VYM description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The Fund attempts to replicate the FTSE High Dividend Yield Index by investing substantially all of its assets in the stocks that make up the Index.

VYM performance & returns

YTD Return -1.04%
1-Month Return 11.24%
3-Month Return 8.66%
1-Year Return 1.57%
3-Year Return 6.27%
5-Year Return 9.21%
10-Year Return 11.86%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (24.72% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.75%
Procter & Gamble Co PG 3.47%
JPMorgan Chase & Co JPM 3.08%
Verizon Communications Inc VZ 2.45%
Pfizer Inc PFE 2.05%
Walmart Inc WMT 2.01%
AT&T Inc T 2.00%
Comcast Corp Class A CMCSA 1.99%
Merck & Co Inc MRK 1.97%
Intel Corp INTC 1.95%

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IDIV description

The Fund seeks investment results that correspond to the performance of the Solactive U.S. Cumulative Dividends Index. The Fund seeks to provide its Shareholders with returns designed to replicate the dividends on constituent companies of the S&P 500 Index, without exposure to the underlying securities.

IDIV performance & returns

YTD Return -7.57%
1-Month Return 6.10%
3-Month Return 8.29%
1-Year Return -6.08%
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
IDIV expense ratio is 0.87%.

IDIV holdings

Top 10 Holdings (61.17% of Total Assets)

Name Symbol % Assets
S&P 500 Annual Dividend Index Future Dec 20 SDAZ0 7.55%
United States Treasury Notes 2% N/A 6.89%
S&P 500 Annual Dividend Index Future Dec 21 SDAZ21 6.80%
United States Treasury Notes 2.25% N/A 6.77%
S&P 500 Annual Dividend Index Future Dec 23 SDAZ23 6.67%
S&P 500 Annual Dividend Index Future Dec 24 SDAZ24 6.65%
S&P 500 Annual Dividend Index Future Dec 22 SDAZ22 6.62%
S&P 500 Annual Dividend Index Future Dec 25 SDAZ25 6.61%
S&P 500 Annual Dividend Index Future Dec 27 SDAZ27 6.61%

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