VYM vs SPHD
Comparison between VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceVYM has outperformed SPHD, delivering a return of +12.1% compared to +8.1%
VYM vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VYM
$96B
SPHD
$3.30B
Expense Ratio
Winner
VYM
0.04%
SPHD
0.30%
Max Drawdown
VYM
58.80%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
VYM
1.64
SPHD
0.82
5Y Beta
VYM
0.68
Winner
SPHD
0.36
P/E Ratio
VYM
21.53
Winner
SPHD
20.16
Forward P/E
VYM
16.10
Winner
SPHD
14.47
PEG Ratio
VYM
N/A
SPHD
0.49
5Y Dividends CAGR
Winner
VYM
8.35%
SPHD
6.97%
5Y EPS CAGR
Winner
VYM
11.06%
SPHD
4.93%
Debt to Equity
VYM
28.86%
Winner
SPHD
-40.77%
P/S Ratio
VYM
2.14
Winner
SPHD
2.12
P/B Ratio
VYM
3.28
Winner
SPHD
1.96
VYM vs SPHD - Holdings Comparison
VYM and SPHD have 39 common holdings. Overlap is 10.80%
VYM's top 25 holdings weight is 42.50%. SPHD's top 25 holdings weight is 62.34%.
| Rank | VYM | SPHD |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 7.26% | HEALTHPEAK PROPERTIES INC (DOC) - 3.65% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.37% | ALTRIA GROUP INC (MO) - 3.47% |
| #3 | JOHNSON & JOHNSON (JNJ) - 2.53% | THE KRAFT HEINZ CO (KHC) - 3.19% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.35% | VERIZON COMMUNICATIONS INC (VZ) - 3.10% |
| #5 | CATERPILLAR INC (CAT) - 2.00% | FRANKLIN RESOURCES INC (BEN) - 3.03% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.92% | ONEOK INC (OKE) - 2.86% |
| #7 | ABBVIE INC (ABBV) - 1.84% | PFIZER INC (PFE) - 2.82% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.56% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.68% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.55% | KIMCO REALTY CORP (KIM) - 2.54% |
| #10 | THE HOME DEPOT INC (HD) - 1.45% | REALTY INCOME CORP (O) - 2.49% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.41% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.48% |
| #12 | COCA-COLA CO (KO) - 1.31% | T. ROWE PRICE GROUP INC (TROW) - 2.36% |
| #13 | MERCK & CO INC (MRK) - 1.31% | DOMINION ENERGY INC (D) - 2.26% |
| #14 | CHEVRON CORP (CVX) - 1.27% | KIMBERLY-CLARK CORP (KMB) - 2.26% |
| #15 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.17% | BXP INC (BXP) - 2.21% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.14% | PUBLIC STORAGE (PSA) - 2.14% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.12% | HORMEL FOODS CORP (HRL) - 2.14% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% | PRUDENTIAL FINANCIAL INC (PRU) - 2.14% |
| #19 | RTX CORP (RTX) - 1.06% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.12% |
| #20 | WELLS FARGO & CO (WFC) - 1.05% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #21 | ORACLE CORP (ORCL) - 1.04% | CHEVRON CORP (CVX) - 2.08% |
| #22 | LINDE PLC (LIN) - 0.99% | UDR INC (UDR) - 2.08% |
| #23 | MORGAN STANLEY (MS) - 0.97% | CROWN CASTLE INC (CCI) - 2.07% |
| #24 | CITIGROUP INC (C) - 0.93% | EOG RESOURCES INC (EOG) - 2.03% |
| #25 | QUALCOMM INC (QCOM) - 0.81% | KINDER MORGAN INC CLASS P (KMI) - 2.03% |
| Total Holdings | 609 | 54 |
VYM vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
VYM
+1.33%
Winner
SPHD
+5.22%
3M
VYM
+4.63%
Winner
SPHD
+7.02%
6M
Winner
VYM
+9.56%
SPHD
+8.57%
1Y
Winner
VYM
+22.21%
SPHD
+13.66%
5Y(CAGR)
Winner
VYM
+12.14%
SPHD
+8.05%
10Y(CAGR)
Winner
VYM
+11.49%
SPHD
+7.21%
Max(CAGR)
VYM
+9.34%
Winner
SPHD
+9.85%
VYM vs SPHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SPHD |
|---|---|---|
| 2026 | +12.22% | +11.48% |
| 2025 | +15.47% | +3.29% |
| 2024 | +16.82% | +16.18% |
| 2023 | +6.76% | +0.93% |
| 2022 | -0.93% | +0.31% |
| 2021 | +27.75% | +26.77% |
| 2020 | +0.86% | -8.99% |
| 2019 | +23.87% | +20.89% |
| 2018 | -6.23% | -6.32% |
| 2017 | +15.80% | +10.79% |
| 2016 | +18.47% | +23.47% |
| 2015 | +0.30% | +4.85% |
| 2014 | +14.63% | +21.27% |
| 2013 | +27.05% | +18.33% |
| 2012 | +11.65% | -1.73% |
| 2011 | +9.87% | N/A |
| 2010 | +12.74% | N/A |
| 2009 | +14.51% | N/A |
| 2008 | -31.05% | N/A |
| 2007 | +1.36% | N/A |
| 2006 | +2.83% | N/A |
VYM vs SPHD Drawdown Comparison
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current VYM drawdown is -0.35%. The current SPHD drawdown is -1.38%.
| Rank | VYM | SPHD |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between VYM and SPHD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
VYM vs SPHD dividend yield comparison.
| Year | VYM | SPHD |
|---|---|---|
| 2026 | 1.15% | 2.80% |
| 2025 | 2.44% | 4.02% |
| 2024 | 2.74% | 3.41% |
| 2023 | 3.12% | 4.48% |
| 2022 | 3.01% | 3.89% |
| 2021 | 2.76% | 3.45% |
| 2020 | 3.18% | 4.89% |
| 2019 | 3.03% | 4.07% |
| 2018 | 3.40% | 4.40% |
| 2017 | 2.80% | 3.14% |
| 2016 | 2.91% | 3.83% |
| 2015 | 3.22% | 3.49% |
| 2014 | 2.78% | 3.24% |
| 2013 | 2.81% | 3.68% |
| 2012 | 3.23% | 0.93% |
| 2011 | 2.93% | 0.00% |
| 2010 | 2.58% | 0.00% |
| 2009 | 3.07% | 0.00% |
| 2008 | 4.29% | 0.00% |
| 2007 | 2.66% | 0.00% |
| 2006 | 0.34% | 0.00% |
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