VYM vs SPHD

Both VYM and SPHD are ETFs. VYM has a higher 5-year return than SPHD (4.52% vs 2.4%). VYM has a lower expense ratio than SPHD (0.06% vs 0.3%). Below is the comparison between VYM and SPHD.

SPHD VYM
Segment Equity: U.S. - Large Cap Equity: U.S. - High Dividend Yield
Issuer Invesco PowerShares Vanguard
Net Assets $2.3B $23.93B
Expense Ratio 0.30% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield 5.60% 3.52%
Underlying Index S&P 500 Low Volatility High Dividend Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return -29.29% -19.47%
1-Year Return -23.65% -9.64%
3-Year Return -4.58% 2.02%
5-Year Return 2.40% 4.52%
10-Year Return N/A 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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SPHD description

The Fund seeks investment results that generally correspond to the price and yield of the S&P 500 Low Volatility High Dividend Index. The Fund generally will invest at least 90% of its total assets in securities that comprise the Underlying Index. Standard & Poor's compiles, maintains and calculates the Underlying Index.

SPHD performance & returns

YTD Return -29.29%
1-Month Return -2.56%
3-Month Return -28.28%
1-Year Return -23.65%
3-Year Return -4.58%
5-Year Return 2.40%
10-Year Return N/A
SPHD expense ratio is 0.3%.

SPHD holdings

Top 10 Holdings (28.49% of Total Assets)

Name Symbol % Assets
Altria Group Inc MO 3.34%
Iron Mountain Inc IRM 3.27%
Gilead Sciences Inc GILD 3.13%
Philip Morris International Inc PM 3.13%
Williams Companies Inc WMB 2.76%
AT&T Inc T 2.69%
Dominion Energy Inc D 2.59%
International Business Machines Corp IBM 2.58%
Progressive Corp PGR 2.55%
General Mills Inc GIS 2.45%

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