VTV vs VYM

Both VTV and VYM are ETFs. VTV has a higher 5-year return than VYM (8.77% vs 8.16%). VTV has a lower expense ratio than VYM (0.04% vs 0.06%). Below is the comparison between VTV and VYM.

VTV VYM
Segment Equity: U.S. - Large Cap Value Equity: U.S. - High Dividend Yield
Issuer Vanguard Vanguard
Net Assets $44.94B $23.93B
Expense Ratio 0.04% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.07% 3.52%
Underlying Index CRSP US Large Cap Value Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return -7.48% -7.93%
1-Year Return 0.34% -1.39%
3-Year Return 5.16% 4.01%
5-Year Return 8.77% 8.16%
10-Year Return 10.93% 11.13%

VTV description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VTV performance & returns

YTD Return -7.48%
1-Month Return 1.25%
3-Month Return 5.39%
1-Year Return 0.34%
3-Year Return 5.16%
5-Year Return 8.77%
10-Year Return 10.93%
VTV expense ratio is 0.04%.

VTV holdings

Top 10 Holdings (22.95% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.29%
Johnson & Johnson JNJ 3.23%
Procter & Gamble Co PG 2.74%
UnitedHealth Group Inc UNH 2.37%
JPMorgan Chase & Co JPM 2.32%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.90%
Intel Corp INTC 1.72%
Merck & Co Inc MRK 1.72%
AT&T Inc T 1.70%

Other relevant VTV comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

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 -7.93%
1-Month Return 1.59%
3-Month Return 4.16%
1-Year Return -1.39%
3-Year Return 4.01%
5-Year Return 8.16%
10-Year Return 11.13%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (25.18% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 4.00%
Procter & Gamble Co PG 3.33%
JPMorgan Chase & Co JPM 3.00%
Verizon Communications Inc VZ 2.43%
Intel Corp INTC 2.13%
Merck & Co Inc MRK 2.13%
AT&T Inc T 2.10%
Pfizer Inc PFE 2.08%
Comcast Corp Class A CMCSA 2.01%
Bank of America Corp BAC 1.97%

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 Compare Wizard 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.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us