VYM vs SDY

Both VYM and SDY are ETFs. VYM has a lower 5-year return than SDY (4.52% vs 4.87%). VYM has a lower expense ratio than SDY (0.06% vs 0.35%). Below is the comparison between VYM and SDY.

SDY VYM
Segment Equity: U.S. - High Dividend Yield Equity: U.S. - High Dividend Yield
Issuer State Street Global Advisors Vanguard
Net Assets $13.97B $23.93B
Expense Ratio 0.35% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.16% 3.52%
Underlying Index S&P High Yield Dividend Aristocrats Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return -22.61% -19.47%
1-Year Return -14.09% -9.64%
3-Year Return 1.30% 2.02%
5-Year Return 4.87% 4.52%
10-Year Return 9.52% 10.16%

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%

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SDY description

The Fund seeks to provide investment results that correspond to the total return performance of S&P High Yield Dividend Aristocrats Index. The Fund invests at least 80% of its assets in the securities comprising the index, designed to track the performance of publicly traded issuers that have historical dividend payments.

SDY performance & returns

YTD Return -22.61%
1-Month Return -1.45%
3-Month Return -23.46%
1-Year Return -14.09%
3-Year Return 1.30%
5-Year Return 4.87%
10-Year Return 9.52%
SDY expense ratio is 0.35%.

SDY holdings

Top 10 Holdings (17.16% of Total Assets)

Name Symbol % Assets
AbbVie Inc ABBV 2.39%
AT&T Inc T 1.98%
International Business Machines Corp IBM 1.87%
JM Smucker Co SJM 1.71%
Cardinal Health Inc CAH 1.66%
Amcor PLC Ordinary Shares AMCR.L 1.65%
National Fuel Gas Co NFG 1.58%
Clorox Co CLX 1.48%
People's United Financial Inc PBCT 1.44%
Exxon Mobil Corp XOM 1.4%

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