VYM vs VIG

Both VYM and VIG are ETFs. VYM has a lower 5-year return than VIG (9.35% vs 11.51%). VYM and VIG have the same expense ratio (0.06%). Below is the comparison between VYM and VIG.

VIG VYM
Segment Equity: U.S. - Total Market Equity: U.S. - High Dividend Yield
Issuer Vanguard Vanguard
Net Assets $38.44B $25.97B
Expense Ratio 0.06% 0.06%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A N/A
Underlying Index NASDAQ US Dividend Achievers Select Index FTSE High Dividend Yield Index Net TR US RIC
YTD Return 23.74% 16.51%
1-Year Return 10.12% 5.38%
3-Year Return 14.80% 10.58%
5-Year Return 11.51% 9.35%
10-Year Return 12.78% 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%

VIG description

The Fund seeks to track the performance of the Dividend Achievers Select Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.

VIG returns

YTD Return 23.74%
1-Month Return 1.45%
3-Month Return 4.32%
1-Year Return 10.12%
3-Year Return 14.80%
5-Year Return 11.51%
10-Year Return 12.78%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (34.91% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.47%
Visa Inc Class A V 4.38%
Walmart Inc WMT 4.17%
Procter & Gamble Co PG 4.16%
Johnson & Johnson JNJ 3.81%
Comcast Corp Class A CMCSA 3.54%
McDonald's Corp MCD 2.95%
Abbott Laboratories ABT 2.74%
Medtronic PLC MDT 2.42%
Union Pacific Corp UNP 2.27%
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