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 +11.2% compared to +6.0%
VYM vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VYM
$95B
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
1.86
SPHD
0.71
5Y Beta
VYM
0.69
Winner
SPHD
0.38
P/E Ratio
VYM
21.27
Winner
SPHD
18.87
Forward P/E
VYM
16.26
Winner
SPHD
13.25
PEG Ratio
VYM
N/A
SPHD
0.49
5Y Dividends CAGR
Winner
VYM
13.15%
SPHD
6.35%
5Y EPS CAGR
Winner
VYM
11.85%
SPHD
5.66%
Debt to Equity
VYM
26.96%
Winner
SPHD
-44.44%
P/S Ratio
VYM
2.11
Winner
SPHD
1.86
P/B Ratio
VYM
3.18
Winner
SPHD
1.82
VYM vs SPHD - Holdings Comparison
VYM and SPHD have 41 common holdings. Overlap is 11.46%
VYM's top 25 holdings weight is 41.56%. SPHD's top 25 holdings weight is 60.77%.
| Rank | VYM | SPHD |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.00% | ALTRIA GROUP INC (MO) - 3.52% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.33% | VERIZON COMMUNICATIONS INC (VZ) - 3.47% |
| #3 | EXXON MOBIL CORP (XOM) - 2.71% | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.30% | THE KRAFT HEINZ CO (KHC) - 2.95% |
| #5 | CATERPILLAR INC (CAT) - 1.71% | PFIZER INC (PFE) - 2.90% |
| #6 | ABBVIE INC (ABBV) - 1.55% | FRANKLIN RESOURCES INC (BEN) - 2.82% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.51% | ONEOK INC (OKE) - 2.81% |
| #8 | CHEVRON CORP (CVX) - 1.50% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.44% | KIMCO REALTY CORP (KIM) - 2.46% |
| #10 | PROCTER & GAMBLE CO (PG) - 1.43% | REALTY INCOME CORP (O) - 2.43% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.40% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% |
| #12 | THE HOME DEPOT INC (HD) - 1.36% | CROWN CASTLE INC (CCI) - 2.34% |
| #13 | COCA-COLA CO (KO) - 1.27% | CONAGRA BRANDS INC (CAG) - 2.26% |
| #14 | MERCK & CO INC (MRK) - 1.13% | DOMINION ENERGY INC (D) - 2.12% |
| #15 | ORACLE CORP (ORCL) - 1.13% | CHEVRON CORP (CVX) - 2.09% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.07% | EXTRA SPACE STORAGE INC (EXR) - 2.07% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.07% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.06% | KIMBERLY-CLARK CORP (KMB) - 2.07% |
| #19 | WELLS FARGO & CO (WFC) - 1.06% | KINDER MORGAN INC CLASS P (KMI) - 2.05% |
| #20 | LINDE PLC (LIN) - 0.98% | PUBLIC STORAGE (PSA) - 2.05% |
| #21 | RTX CORP (RTX) - 0.98% | T. ROWE PRICE GROUP INC (TROW) - 2.04% |
| #22 | PEPSICO INC (PEP) - 0.90% | AT&T INC (T) - 2.00% |
| #23 | MORGAN STANLEY (MS) - 0.90% | EOG RESOURCES INC (EOG) - 1.99% |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% | UDR INC (UDR) - 1.98% |
| #25 | CITIGROUP INC (C) - 0.88% | BXP INC (BXP) - 1.92% |
| Total Holdings | 620 | 55 |
VYM vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VYM
+1.22%
SPHD
+1.11%
3M
Winner
VYM
+4.68%
SPHD
-1.63%
6M
Winner
VYM
+10.34%
SPHD
+7.61%
1Y
Winner
VYM
+25.21%
SPHD
+11.79%
5Y(CAGR)
Winner
VYM
+11.16%
SPHD
+5.96%
10Y(CAGR)
Winner
VYM
+11.69%
SPHD
+7.29%
Max(CAGR)
VYM
+9.29%
Winner
SPHD
+9.56%
VYM vs SPHD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SPHD |
|---|---|---|
| 2026 | +9.96% | +6.29% |
| 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 -1.82%. The current SPHD drawdown is -3.19%.
| 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 - Mar 20, 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 | 0.54% | 2.06% |
| 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% |
Select Stocks to Compare
Popular: VYM vs SPYSPHD vs SPY
More Comparisons
Compare with similar stocks
Compare VYM with:
Compare SPHD with:
Popular suggestions:
OUSA vs SPHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
VYM vs SPHD
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
VIG vs VYM
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SPHD vs VOO
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPHD vs SPLV
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPYD vs VYM
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) HIGH DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
DVY vs VYM
ISHARES SELECT DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SDIV vs SPHD
GLOBAL X SUPERDIVIDEND ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
DIV vs SPHD
GLOBAL X SUPERDIVIDEND U.S. ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
FDL vs VYM
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
VYM vs VIG
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
FDVV vs VYM
FIDELITY HIGH DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
LVHD vs SPHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
OUSA vs VYM
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES