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Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
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Upturn Advisory Summary
12/03/2025: VYM (4-star) is a STRONG-BUY. BUY since 141 days. Simulated Profits (15.17%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 30.29% | Avg. Invested days 80 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.82 | 52 Weeks Range 111.31 - 133.32 | Updated Date 06/29/2025 |
52 Weeks Range 111.31 - 133.32 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard High Dividend Yield Index Fund ETF Shares
ETF Overview
Overview
The Vanguard High Dividend Yield Index Fund ETF Shares (VYM) seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies characterized by high dividend yields. It primarily focuses on large and mid-cap stocks with above-average dividend yields across various sectors. The investment strategy involves passively tracking the FTSE High Dividend Yield Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer, known for its low-cost index funds and commitment to investor value.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds, with a dedicated team overseeing the ETF's operations.
Investment Objective
Goal
The primary investment goal of VYM is to track the performance of the FTSE High Dividend Yield Index, reflecting the returns of high-dividend-yielding U.S. stocks.
Investment Approach and Strategy
Strategy: VYM aims to track the FTSE High Dividend Yield Index, utilizing a passive investment approach.
Composition The ETF primarily holds common stocks of large and mid-cap U.S. companies with high dividend yields.
Market Position
Market Share: VYM holds a significant market share in the high dividend yield ETF segment.
Total Net Assets (AUM): 48100000000
Competitors
Key Competitors
- iShares Select Dividend ETF (DVY)
- Schwab US Dividend Equity ETF (SCHD)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The high dividend yield ETF industry is competitive, with multiple ETFs offering similar strategies. VYM's advantages include Vanguard's low expense ratio and broad market coverage. Disadvantages may include its tracking error relative to the index and potentially lower dividend yield compared to more concentrated dividend ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available but needs to be accessed from financial data providers. Assume positive returns over 5, 10 year periods.
Benchmark Comparison: The ETF's performance closely tracks the FTSE High Dividend Yield Index.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
VYM exhibits high liquidity, characterized by a substantial average trading volume, which facilitates easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for VYM is typically tight, indicating efficient trading and low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and inflation, sector performance (e.g., financials, utilities), and overall market sentiment influence VYM's performance.
Growth Trajectory
VYM's growth is generally tied to the performance of the high dividend yield market segment. Changes in strategy and holdings are infrequent, aligning with its passive approach.
Moat and Competitive Advantages
Competitive Edge
VYM's competitive edge lies in Vanguard's reputation for low-cost investing, its extensive asset management expertise, and its broad diversification within the high dividend yield market. The ETF's low expense ratio makes it attractive to cost-conscious investors. Furthermore, its large AUM provides liquidity and stability. VYM's passive indexing strategy ensures consistent exposure to the high dividend yield segment.
Risk Analysis
Volatility
VYM's volatility is generally moderate, reflecting the stability of dividend-paying stocks, but can fluctuate with broader market conditions.
Market Risk
The primary market risk involves the performance of the underlying high dividend yield stocks, which can be affected by sector-specific downturns, economic slowdowns, or changes in dividend policies.
Investor Profile
Ideal Investor Profile
The ideal investor for VYM is a long-term investor seeking income generation through dividends and moderate capital appreciation.
Market Risk
VYM is best suited for long-term investors and passive index followers seeking dividend income.
Summary
VYM is a low-cost, passively managed ETF that tracks the FTSE High Dividend Yield Index. It offers diversified exposure to high dividend-yielding U.S. stocks, making it suitable for long-term investors seeking income. Vanguard's reputation and low expense ratio are key advantages. However, investors should be aware of the market risks associated with dividend-paying stocks. Overall, VYM provides a simple and efficient way to access the high dividend yield market segment.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard's website
- FTSE Russell
- Various financial data providers (e.g., Bloomberg, Morningstar)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard High Dividend Yield Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The manager employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that pay dividends that generally are higher than average. The adviser attempts to replicate the target index by investing all, or substantially all, of the fund's assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.