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
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%.
| Rank | VIG | VYM |
|---|---|---|
| #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 Holdings | 302 | 609 |
VIG vs VYM - Historical Returns
Returns include dividend reinvestment.
VIG vs VYM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VIG | VYM |
|---|---|---|
| 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%.
| Rank | VIG | VYM |
|---|---|---|
| #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.
Dividend Comparison (2006 - 2026)
VIG vs VYM dividend yield comparison.
| Year | VIG | VYM |
|---|---|---|
| 2026 | 0.77% | 1.15% |
| 2025 | 1.62% | 2.44% |
| 2024 | 1.73% | 2.74% |
| 2023 | 1.88% | 3.12% |
| 2022 | 1.96% | 3.01% |
| 2021 | 1.55% | 2.76% |
| 2020 | 1.63% | 3.18% |
| 2019 | 1.71% | 3.03% |
| 2018 | 2.08% | 3.40% |
| 2017 | 1.88% | 2.80% |
| 2016 | 2.14% | 2.91% |
| 2015 | 2.34% | 3.22% |
| 2014 | 1.95% | 2.78% |
| 2013 | 1.84% | 2.81% |
| 2012 | 2.37% | 3.23% |
| 2011 | 2.14% | 2.93% |
| 2010 | 1.99% | 2.58% |
| 2009 | 2.09% | 3.07% |
| 2008 | 2.56% | 4.29% |
| 2007 | 1.56% | 2.66% |
| 2006 | 0.98% | 0.34% |
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