VYM vs VHDYX

VYM is an ETF, whereas VHDYX is a mutual fund. VYM has a lower 5-year return than VHDYX (4.52% vs 8.93%). Below is the comparison between VYM and VHDYX.

VYM VHDYX
Security Type ETF Mutual fund
Segment Equity: U.S. - High Dividend Yield U.S. Equity: Large Value
Issuer Vanguard Vanguard
Net Assets $23.93B N/A
Expense Ratio 0.06% N/A
Management Style passive (index-based) passive (index-based)
Dividend Yield 3.52% N/A
Minimum Investment N/A $3,000.00
YTD Return -19.47% 17.65%
1-Year Return -9.64% 11.20%
3-Year Return 2.02% 11.33%
5-Year Return 4.52% 8.93%
10-Year Return 10.16% 12.95%

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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VHDYX description

VHDYX performance & returns

YTD Return 17.65%
1-Month Return 1.00%
3-Month Return 2.72%
1-Year Return 11.20%
3-Year Return 11.33%
5-Year Return 8.93%
10-Year Return 12.95%
VHDYX expense ratio is N/A.

VHDYX holdings

Top 10 Holdings (26.63% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.65%
Johnson & Johnson JNJ 3.35%
Procter & Gamble Co PG 3%
Exxon Mobil Corp XOM 2.91%
AT&T Inc T 2.69%
Verizon Communications Inc VZ 2.43%
Intel Corp INTC 2.23%
Chevron Corp CVX 2.2%
Merck & Co Inc MRK 2.11%
Cisco Systems Inc CSCO 2.06%

Other relevant VHDYX comparisons

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