HDV vs VYM

Both HDV and VYM are ETFs. HDV has a lower 5-year return than VYM (4.09% vs 4.52%). HDV has a higher expense ratio than VYM (0.08% vs 0.06%). Below is the comparison between HDV and VYM.

HDV VYM
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer BlackRock Vanguard
Net Assets $5.53B $23.93B
Expense Ratio 0.08% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.03% 3.52%
Underlying Index Morningstar Dividend Yield Focus TR FTSE High Dividend Yield Index Net TR US RIC
YTD Return -18.35% -19.47%
1-Year Return -11.72% -9.64%
3-Year Return 1.79% 2.02%
5-Year Return 4.09% 4.52%
10-Year Return N/A 10.16%

HDV description

The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Morningstar Dividend Yield Focus Index. The Fund generally invests at least 90% of its assets in the securities and in depositary receipts representing securities of the underlying index.

HDV performance & returns

YTD Return -18.35%
1-Month Return 2.60%
3-Month Return -16.57%
1-Year Return -11.72%
3-Year Return 1.79%
5-Year Return 4.09%
10-Year Return N/A
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (63.20% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 9.87%
AT&T Inc T 9.24%
Verizon Communications Inc VZ 7.39%
Johnson & Johnson JNJ 7.38%
Pfizer Inc PFE 6.33%
Chevron Corp CVX 6.31%
Cisco Systems Inc CSCO 4.67%
Merck & Co Inc MRK 4.47%
Coca-Cola Co KO 3.88%
PepsiCo Inc PEP 3.66%

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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 -19.47%
1-Month Return -0.49%
3-Month Return -19.94%
1-Year Return -9.64%
3-Year Return 2.02%
5-Year Return 4.52%
10-Year Return 10.16%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (26.68% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.82%
Johnson & Johnson JNJ 3.77%
Procter & Gamble Co PG 2.96%
AT&T Inc T 2.72%
Intel Corp INTC 2.55%
Verizon Communications Inc VZ 2.37%
Exxon Mobil Corp XOM 2.3%
Coca-Cola Co KO 2.17%
Merck & Co Inc MRK 2.06%
Pfizer Inc PFE 1.96%

Other relevant VYM comparisons

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