VYM vs SPHD

Both VYM and SPHD are ETFs. VYM has a lower 5-year return than SPHD (9.35% vs 10.9%). 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 $3.49B $25.97B
Expense Ratio 0.30% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A N/A
Underlying Index S&P 500 Low Volatility High Dividend Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return 15.20% 16.51%
1-Year Return 7.42% 5.38%
3-Year Return 7.25% 10.58%
5-Year Return 10.90% 9.35%
10-Year Return 0.00% 12.63%

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.

VYM returns

YTD Return 16.51%
1-Month Return 3.90%
3-Month Return 2.45%
1-Year Return 5.38%
3-Year Return 10.58%
5-Year Return 9.35%
10-Year Return 12.63%
VYM expense ratio is 0.06%.

VYM holdings

Top 10 Holdings (27.01% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 3.64%
JPMorgan Chase & Co JPM 3.55%
Exxon Mobil Corp XOM 3.2%
Procter & Gamble Co PG 2.67%
AT&T Inc T 2.41%
Pfizer Inc PFE 2.37%
Cisco Systems Inc CSCO 2.37%
Chevron Corp CVX 2.34%
Verizon Communications Inc VZ 2.33%
Merck & Co Inc MRK 2.13%

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 returns

YTD Return 15.20%
1-Month Return 5.61%
3-Month Return 2.34%
1-Year Return 7.42%
3-Year Return 7.25%
5-Year Return 10.90%
10-Year Return 0.00%
SPHD expense ratio is 0.3%.

SPHD holdings

Top 10 Holdings (27.45% of Total Assets)

Name Symbol % Assets
Kimco Realty Corp KIM 3.37%
Ford Motor Co F 3.17%
Philip Morris International Inc PM 3.07%
AT&T Inc T 2.96%
Invesco Ltd IVZ 2.78%
Altria Group Inc MO 2.57%
ONEOK Inc OKE 2.44%
Weyerhaeuser Co WY 2.37%
Southern Co SO 2.37%
General Mills Inc GIS 2.35%
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