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VIG vs VYM

Comparison between VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).

5-Year PerformanceVYM has outperformed VIG, delivering a return of +12.1% compared to +10.5%

VIG vs VYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VIG
$130B
VYM
$96B
Expense Ratio
VIG
0.04%
VYM
0.04%
Max Drawdown
Winner
VIG
48.20%
VYM
58.80%
Sharpe Ratio
VIG
1.23
Winner
VYM
1.64
5Y Beta
VIG
0.72
Winner
VYM
0.68
P/E Ratio
VIG
27.70
Winner
VYM
21.53
Forward P/E
VIG
21.32
Winner
VYM
16.10
5Y Dividends CAGR
VIG
8.14%
Winner
VYM
8.35%
5Y EPS CAGR
Winner
VIG
14.62%
VYM
11.06%
Debt to Equity
VIG
85.01%
Winner
VYM
28.86%
P/S Ratio
VIG
2.96
Winner
VYM
2.14
P/B Ratio
VIG
5.65
Winner
VYM
3.28

VIG vs VYM - Holdings Comparison

VIG and VYM have 176 common holdings. Overlap is 37.89%

VIG's top 25 holdings weight is 51.24%. VYM's top 25 holdings weight is 42.50%.

RankVIGVYM
#1
BROADCOM INC (AVGO) - 4.52%
BROADCOM INC (AVGO) - 7.26%
#2
APPLE INC (AAPL) - 4.20%
JPMORGAN CHASE & CO (JPM) - 3.37%
#3
ELI LILLY AND CO (LLY) - 4.13%
JOHNSON & JOHNSON (JNJ) - 2.53%
#4
JPMORGAN CHASE & CO (JPM) - 3.55%
EXXONMOBIL HOLDINGS CORP (XOM) - 2.35%
#5
MICROSOFT CORP (MSFT) - 3.51%
CATERPILLAR INC (CAT) - 2.00%
#6
JOHNSON & JOHNSON (JNJ) - 2.66%
CISCO SYSTEMS INC (CSCO) - 1.92%
#7
EXXONMOBIL HOLDINGS CORP (XOM) - 2.47%
ABBVIE INC (ABBV) - 1.84%
#8
LAM RESEARCH CORP (LRCX) - 2.36%
BANK OF AMERICA CORP (BAC) - 1.56%
#9
VISA INC CLASS A (V) - 2.31%
UNITEDHEALTH GROUP INC (UNH) - 1.55%
#10
WALMART INC (WMT) - 2.16%
THE HOME DEPOT INC (HD) - 1.45%
#11
CATERPILLAR INC (CAT) - 2.14%
PROCTER & GAMBLE CO (PG) - 1.41%
#12
CISCO SYSTEMS INC (CSCO) - 2.02%
COCA-COLA CO (KO) - 1.31%
#13
ABBVIE INC (ABBV) - 1.94%
MERCK & CO INC (MRK) - 1.31%
#14
COSTCO WHOLESALE CORP (COST) - 1.81%
CHEVRON CORP (CVX) - 1.27%
#15
MASTERCARD INC CLASS A (MA) - 1.80%
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.17%
#16
KLA CORP (KLAC) - 1.72%
THE GOLDMAN SACHS GROUP INC (GS) - 1.14%
#17
UNITEDHEALTH GROUP INC (UNH) - 1.64%
TEXAS INSTRUMENTS INC (TXN) - 1.12%
#18
BANK OF AMERICA CORP (BAC) - 1.62%
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09%
#19
THE HOME DEPOT INC (HD) - 1.53%
RTX CORP (RTX) - 1.06%
#20
PROCTER & GAMBLE CO (PG) - 1.49%
WELLS FARGO & CO (WFC) - 1.05%
#21
MARSH (MRSH) - 0.35%
ORACLE CORP (ORCL) - 1.04%
#22
SHERWIN-WILLIAMS CO (SHW) - 0.34%
LINDE PLC (LIN) - 0.99%
#23
ACCENTURE PLC CLASS A (ACN) - 0.33%
MORGAN STANLEY (MS) - 0.97%
#24
AMERICAN ELECTRIC POWER CO INC (AEP) - 0.32%
CITIGROUP INC (C) - 0.93%
#25
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.32%
QUALCOMM INC (QCOM) - 0.81%
Total Holdings302609

VIG vs VYM - Historical Returns

Returns include dividend reinvestment.

1M
VIG
+1.09%
Winner
VYM
+1.33%
3M
Winner
VIG
+5.22%
VYM
+4.63%
6M
VIG
+6.72%
Winner
VYM
+9.56%
1Y
VIG
+16.82%
Winner
VYM
+22.21%
5Y(CAGR)
VIG
+10.46%
Winner
VYM
+12.14%
10Y(CAGR)
Winner
VIG
+12.88%
VYM
+11.49%
Max(CAGR)
Winner
VIG
+10.15%
VYM
+9.34%

VIG vs VYM - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearVIGVYM
2026+8.30%+12.22%
2025+14.71%+15.47%
2024+17.22%+16.82%
2023+14.55%+6.76%
2022-9.52%-0.93%
2021+25.45%+27.75%
2020+14.77%+0.86%
2019+30.46%+23.87%
2018-2.42%-6.23%
2017+21.81%+15.80%
2016+13.49%+18.47%
2015-1.78%+0.30%
2014+11.06%+14.63%
2013+26.20%+27.05%
2012+10.41%+11.65%
2011+5.46%+9.87%
2010+13.31%+12.74%
2009+16.47%+14.51%
2008-25.49%-31.05%
2007+5.32%+1.36%
2006+8.59%+2.83%

VIG vs VYM Drawdown Comparison

The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.

The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.

The current VIG drawdown is -0.90%. The current VYM drawdown is -0.35%.

RankVIGVYM
#1-46.80%
Oct 9, 2007 - Feb 16, 2011
-56.97%
Oct 9, 2007 - Mar 13, 2012
#2-31.72%
Feb 14, 2020 - Aug 26, 2020
-35.22%
Jan 17, 2020 - Dec 31, 2020
#3-20.40%
Jan 4, 2022 - Dec 11, 2023
-16.24%
Jan 26, 2018 - Apr 12, 2019
#4-17.27%
Sep 21, 2018 - Apr 5, 2019
-15.87%
Apr 20, 2022 - Nov 30, 2022
#5-16.95%
Jul 7, 2011 - Feb 3, 2012
-14.45%
Feb 19, 2025 - Jun 30, 2025
#6-14.95%
Feb 19, 2025 - Jun 30, 2025
-12.99%
May 21, 2015 - Mar 17, 2016
#7-12.14%
Mar 2, 2015 - Mar 29, 2016
-9.95%
Nov 30, 2022 - Dec 13, 2023
#8-9.77%
Jan 26, 2018 - Aug 17, 2018
-8.32%
Jul 13, 2007 - Oct 5, 2007
#9-7.90%
Feb 9, 2026 - May 5, 2026
-7.18%
Apr 2, 2012 - Jul 3, 2012
#10-7.90%
Jul 19, 2007 - Oct 1, 2007
-7.07%
Oct 18, 2012 - Jan 10, 2013
#11-7.60%
Apr 2, 2012 - Aug 7, 2012
-6.76%
Jan 12, 2022 - Apr 20, 2022
#12-7.20%
Dec 31, 2013 - Mar 4, 2014
-6.70%
Sep 19, 2014 - Oct 31, 2014
#13-6.53%
Oct 12, 2020 - Nov 9, 2020
-6.69%
Feb 11, 2026 - Apr 23, 2026
#14-6.26%
Sep 2, 2020 - Oct 9, 2020
-6.31%
Apr 30, 2019 - Jun 20, 2019
#15-5.99%
Apr 29, 2011 - Jul 7, 2011
-6.16%
Dec 31, 2013 - Mar 4, 2014

Correlation

Correlation between VIG and VYM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2006 - 2026)

VIG vs VYM dividend yield comparison.

YearVIGVYM
20260.77%1.15%
20251.62%2.44%
20241.73%2.74%
20231.88%3.12%
20221.96%3.01%
20211.55%2.76%
20201.63%3.18%
20191.71%3.03%
20182.08%3.40%
20171.88%2.80%
20162.14%2.91%
20152.34%3.22%
20141.95%2.78%
20131.84%2.81%
20122.37%3.23%
20112.14%2.93%
20101.99%2.58%
20092.09%3.07%
20082.56%4.29%
20071.56%2.66%
20060.98%0.34%

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