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Vanguard High Dividend Yield Index Fund ETF Shares (VYM)



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Upturn Advisory Summary
08/29/2025: VYM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 24.27% | Avg. Invested days 69 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. The fund invests in a diversified portfolio of large- and mid-cap U.S. stocks, offering investors a relatively low-cost way to gain exposure to high-dividend-paying companies.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, passively managed funds.
Management Expertise
Vanguard has extensive experience and expertise in managing index-tracking ETFs, with a focus on long-term value and investor-friendly practices.
Investment Objective
Goal
The primary investment goal is to track the performance of the FTSE High Dividend Yield Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the returns of the FTSE High Dividend Yield Index by investing in all, or substantially all, of the stocks in the index.
Composition The ETF primarily holds common stocks of U.S. companies characterized by high dividend yields. It focuses on large and mid-cap companies, providing broad diversification across sectors.
Market Position
Market Share: VYM holds a significant market share within the high dividend yield ETF category.
Total Net Assets (AUM): 49900000000
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 market is competitive, with several large players offering similar strategies. VYM's advantage lies in its very low expense ratio and Vanguard's reputation, while competitors might offer slightly different index methodologies or sector exposures. SCHD has gained traction due to its focus on dividend growth and quality metrics. DVY has a longer track record.
Financial Performance
Historical Performance: Historical performance varies with market conditions but generally reflects the returns of the FTSE High Dividend Yield Index.
Benchmark Comparison: The ETF's performance closely tracks the FTSE High Dividend Yield Index, with minimal tracking error.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
The average trading volume for VYM is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for VYM is typically tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector growth prospects (especially in financials, utilities, and consumer staples), and overall market sentiment can affect VYM's performance.
Growth Trajectory
VYM's growth trajectory is closely tied to the performance of its underlying index. Changes to the index methodology or shifts in dividend-paying stocks can influence the ETF's holdings and returns.
Moat and Competitive Advantages
Competitive Edge
VYM's competitive advantage lies in its extremely low expense ratio, providing a cost-effective way for investors to access high-dividend-yielding stocks. Vanguard's strong brand reputation and passive management style further enhance its appeal. The ETF's broad diversification across sectors mitigates risk, and its focus on established companies with consistent dividend payouts offers stability. VYM provides a simple and efficient approach for investors seeking income.
Risk Analysis
Volatility
VYM's volatility is generally moderate, reflecting the stability of dividend-paying stocks, but can be influenced by broader market downturns.
Market Risk
VYM is subject to market risk, including the potential for declines in stock prices due to economic conditions, industry-specific factors, or company-specific issues. Dividend payouts are not guaranteed and can be reduced or eliminated by companies.
Investor Profile
Ideal Investor Profile
The ideal investor for VYM is a long-term investor seeking income and capital appreciation through dividend-paying stocks. It suits investors looking for a core holding in their portfolio with a focus on stability and income generation.
Market Risk
VYM is best suited for long-term investors and passive index followers seeking a low-cost, diversified exposure to high-dividend-yielding stocks.
Summary
Vanguard High Dividend Yield Index Fund ETF Shares (VYM) is a low-cost ETF designed to track the FTSE High Dividend Yield Index, providing investors with diversified exposure to high-dividend-paying U.S. stocks. Its strength lies in Vanguard's reputation, low expense ratio, and broad diversification. VYM is suitable for long-term investors seeking a reliable income stream and moderate capital appreciation. The ETF's performance is closely tied to the underlying index, making it a predictable and stable investment option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and after consulting 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.

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