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Upturn AI SWOT - About
Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
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Upturn Advisory Summary
07/01/2025: VYM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.14% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/01/2025 |
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 the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. It focuses on U.S. equities and aims for a passive management approach.
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.
Investment Objective
Goal
To track the investment return of the FTSE High Dividend Yield Index.
Investment Approach and Strategy
Strategy: Tracks the FTSE High Dividend Yield Index, a market-cap-weighted index of common stocks of companies characterized by high dividend yields.
Composition Primarily holds U.S. stocks characterized by high dividend yields.
Market Position
Market Share: The ETF has a significant market share among high dividend yield ETFs.
Total Net Assets (AUM): 48950000000
Competitors
Key Competitors
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
- SPDR Portfolio S&P 500 High Dividend ETF (SPYD)
Competitive Landscape
The high dividend yield ETF market is competitive, with several large players. VYM's low expense ratio and Vanguard's reputation are advantages. Disadvantages include the index methodology, which may not always select the highest quality dividend stocks compared to actively managed or fundamentally weighted alternatives.
Financial Performance
Historical Performance: VYM's performance is dependent on the underlying index and the performance of high dividend yield stocks. Data unavailable.
Benchmark Comparison: VYM's performance closely tracks the FTSE High Dividend Yield Index. Data unavailable.
Expense Ratio: 0.06
Liquidity
Average Trading Volume
VYM exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
VYM generally maintains a tight bid-ask spread, indicating ease of trading.
Market Dynamics
Market Environment Factors
VYM is affected by interest rate movements, economic growth, and dividend policies of its constituent companies.
Growth Trajectory
VYM's growth is tied to the increasing popularity of dividend investing and the overall growth of the ETF market. Its holdings remain relatively consistent over time, reflecting its index-tracking strategy.
Moat and Competitive Advantages
Competitive Edge
VYM's competitive edge lies in its very low expense ratio, Vanguard's strong brand recognition, and its broad diversification across high-dividend-yielding stocks. The ETF's large asset base also contributes to its liquidity and efficiency. These factors make it an attractive option for investors seeking cost-effective exposure to dividend-paying stocks. Its passive management style ensures consistent tracking of the underlying index with minimal deviation.
Risk Analysis
Volatility
VYM's volatility is generally lower than the broader market but higher than fixed income investments.
Market Risk
VYM faces market risk, especially the risk of dividend cuts by its constituent companies, which can impact its yield and price. Sector concentration can also lead to increased volatility.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking income and long-term capital appreciation through dividend-paying stocks.
Market Risk
VYM is best suited for long-term investors and passive index followers.
Summary
The Vanguard High Dividend Yield Index Fund ETF Shares (VYM) offers a low-cost way to gain exposure to a diversified portfolio of high-dividend-yielding U.S. stocks. It tracks the FTSE High Dividend Yield Index and is ideal for long-term investors seeking income. VYM's competitive edge lies in its low expense ratio and Vanguard's strong brand. However, investors should be aware of the potential for dividend cuts and sector concentration risks. Overall, VYM is a solid choice for building a dividend-focused investment portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be made based on your individual circumstances and risk tolerance.
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.