VYM vs SPY
Comparison between VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VYM, delivering a return of +13.2% compared to +12.3%
VYM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VYM
$96B
Winner
SPY
$781B
Expense Ratio
Winner
VYM
0.04%
SPY
0.09%
Max Drawdown
VYM
58.80%
Winner
SPY
56.47%
Sharpe Ratio
Winner
VYM
1.93
SPY
1.43
5Y Beta
Winner
VYM
0.68
SPY
1.00
P/E Ratio
Winner
VYM
21.39
SPY
26.48
Forward P/E
Winner
VYM
16.32
SPY
20.89
PEG Ratio
VYM
N/A
SPY
0.30
5Y Dividends CAGR
Winner
VYM
8.35%
SPY
6.00%
5Y EPS CAGR
VYM
11.54%
Winner
SPY
26.40%
Debt to Equity
Winner
VYM
19.09%
SPY
48.17%
P/S Ratio
Winner
VYM
2.14
SPY
3.72
P/B Ratio
Winner
VYM
3.31
SPY
5.55
VYM vs SPY - Holdings Comparison
VYM and SPY have 256 common holdings. Overlap is 34.90%
VYM's top 25 holdings weight is 42.50%. SPY's top 25 holdings weight is 51.49%.
| Rank | VYM | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 7.26% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.37% | APPLE INC (AAPL) - 7.44% |
| #3 | JOHNSON & JOHNSON (JNJ) - 2.53% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.35% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | CATERPILLAR INC (CAT) - 2.00% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.92% | BROADCOM INC (AVGO) - 2.83% |
| #7 | ABBVIE INC (ABBV) - 1.84% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | BANK OF AMERICA CORP (BAC) - 1.56% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | UNITEDHEALTH GROUP INC (UNH) - 1.55% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | THE HOME DEPOT INC (HD) - 1.45% | TESLA INC (TSLA) - 1.65% |
| #11 | PROCTER & GAMBLE CO (PG) - 1.41% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | MERCK & CO INC (MRK) - 1.31% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | COCA-COLA CO (KO) - 1.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | CHEVRON CORP (CVX) - 1.27% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.17% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.14% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | TEXAS INSTRUMENTS INC (TXN) - 1.12% | VISA INC CLASS A (V) - 0.91% |
| #18 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.09% | INTEL CORP (INTC) - 0.77% |
| #19 | RTX CORP (RTX) - 1.06% | WALMART INC (WMT) - 0.75% |
| #20 | WELLS FARGO & CO (WFC) - 1.05% | ABBVIE INC (ABBV) - 0.70% |
| #21 | ORACLE CORP (ORCL) - 1.04% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | LINDE PLC (LIN) - 0.99% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | MORGAN STANLEY (MS) - 0.97% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | CITIGROUP INC (C) - 0.93% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | QUALCOMM INC (QCOM) - 0.81% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 618 | 505 |
VYM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VYM
+2.89%
SPY
+2.30%
3M
Winner
VYM
+5.63%
SPY
+5.00%
6M
VYM
+7.27%
Winner
SPY
+11.88%
1Y
Winner
VYM
+25.56%
SPY
+22.80%
5Y(CAGR)
VYM
+12.35%
Winner
SPY
+13.20%
10Y(CAGR)
VYM
+11.82%
Winner
SPY
+15.26%
Max(CAGR)
Winner
VYM
+9.47%
SPY
+8.59%
VYM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SPY |
|---|---|---|
| 2026 | +15.21% | +13.10% |
| 2025 | +15.47% | +18.00% |
| 2024 | +16.82% | +25.59% |
| 2023 | +6.76% | +26.72% |
| 2022 | -0.93% | -18.64% |
| 2021 | +27.75% | +30.52% |
| 2020 | +0.86% | +17.28% |
| 2019 | +23.87% | +31.09% |
| 2018 | -6.23% | -5.24% |
| 2017 | +15.80% | +20.78% |
| 2016 | +18.47% | +13.59% |
| 2015 | +0.30% | +1.31% |
| 2014 | +14.63% | +14.56% |
| 2013 | +27.05% | +29.00% |
| 2012 | +11.65% | +14.17% |
| 2011 | +9.87% | +0.85% |
| 2010 | +12.74% | +13.14% |
| 2009 | +14.51% | +22.67% |
| 2008 | -31.05% | -36.25% |
| 2007 | +1.36% | +5.32% |
| 2006 | +2.83% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
VYM vs SPY Drawdown Comparison
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current VYM drawdown is -0.32%. The current SPY drawdown is -0.36%.
| Rank | VYM | SPY |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VYM and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
VYM vs SPY dividend yield comparison.
| Year | VYM | SPY |
|---|---|---|
| 2026 | 1.12% | 0.48% |
| 2025 | 2.44% | 1.07% |
| 2024 | 2.74% | 1.21% |
| 2023 | 3.12% | 1.40% |
| 2022 | 3.01% | 1.65% |
| 2021 | 2.76% | 1.20% |
| 2020 | 3.18% | 1.52% |
| 2019 | 3.03% | 1.75% |
| 2018 | 3.40% | 2.04% |
| 2017 | 2.80% | 1.80% |
| 2016 | 2.91% | 2.03% |
| 2015 | 3.22% | 2.06% |
| 2014 | 2.78% | 1.87% |
| 2013 | 2.81% | 1.81% |
| 2012 | 3.23% | 2.18% |
| 2011 | 2.93% | 2.05% |
| 2010 | 2.58% | 1.80% |
| 2009 | 3.07% | 1.95% |
| 2008 | 4.29% | 3.02% |
| 2007 | 2.66% | 1.85% |
| 2006 | 0.34% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: VYM vs SPY
More Comparisons
Compare with similar stocks
Compare VYM with:
Compare SPY with:
Popular suggestions:
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
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
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
FDL vs VYM
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
VYM vs VIG
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
FDVV vs VYM
FIDELITY HIGH DIVIDEND ETF vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
OUSA vs VYM
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF