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VYM vs VTI
Both VYM and VTI are ETFs. VYM has a lower 5-year return than VTI (9.35% vs 10.43%). VYM has a higher expense ratio than VTI (0.06% vs 0.03%). Below is the comparison between VYM and VTI.
| VTI | VYM | |
|---|---|---|
| Segment | Equity: U.S. - Total Market | Equity: U.S. - High Dividend Yield |
| Issuer | Vanguard | Vanguard |
| Net Assets | $122.39B | $25.97B |
| Expense Ratio | 0.03% | 0.06% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | N/A | N/A |
| Underlying Index | CRSP US Total Market Index | FTSE High Dividend Yield Index Net TR US RIC |
| YTD Return | 19.94% | 16.51% |
| 1-Year Return | 2.91% | 5.38% |
| 3-Year Return | 12.83% | 10.58% |
| 5-Year Return | 10.43% | 9.35% |
| 10-Year Return | 13.10% | 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% |
VTI description
The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs a "passive management" approach designed to track the performance of the CRSP US Total Market Index.
VTI returns
| YTD Return | 19.94% |
| 1-Month Return | 1.78% |
| 3-Month Return | 1.07% |
| 1-Year Return | 2.91% |
| 3-Year Return | 12.83% |
| 5-Year Return | 10.43% |
| 10-Year Return | 13.10% |
VTI expense ratio is 0.03%.
VTI holdings
Top 10 Holdings (17.58% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 3.48% |
| Apple Inc | AAPL | 2.78% |
| Amazon.com Inc | AMZN | 2.68% |
| Facebook Inc A | FB | 1.57% |
| Berkshire Hathaway Inc B | BRK.B | 1.37% |
| Johnson & Johnson | JNJ | 1.25% |
| JPMorgan Chase & Co | JPM | 1.17% |
| Exxon Mobil Corp | XOM | 1.1% |
| Alphabet Inc A | GOOGL | 1.09% |
| Alphabet Inc Class C | GOOG | 1.09% |
