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 +13.3% compared to +10.9%
VYM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VYM
$89B
Winner
SPY
$652B
Expense Ratio
Winner
VYM
0.04%
SPY
0.09%
Max Drawdown
VYM
58.80%
Winner
SPY
56.47%
Sharpe Ratio
VYM
1.97
Winner
SPY
2.07
5Y Beta
Winner
VYM
0.69
SPY
1.00
P/E Ratio
Winner
VYM
20.83
SPY
28.24
Forward P/E
Winner
VYM
16.15
SPY
21.85
5Y Dividends CAGR
Winner
VYM
13.15%
SPY
5.43%
5Y EPS CAGR
VYM
12.11%
Winner
SPY
25.79%
Debt to Equity
Winner
VYM
2.37%
SPY
22.35%
P/S Ratio
Winner
VYM
2.05
SPY
3.55
P/B Ratio
Winner
VYM
3.10
SPY
5.29
VYM vs SPY - Holdings Comparison
VYM and SPY have 258 common holdings. Overlap is 35.58%
VYM's top 25 holdings weight is 40.63%. SPY's top 25 holdings weight is 51.32%.
| Rank | VYM | SPY |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 6.28% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.27% | APPLE INC (AAPL) - 6.48% |
| #3 | EXXON MOBIL CORP (XOM) - 3.15% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.58% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | CHEVRON CORP (CVX) - 1.70% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | ABBVIE INC (ABBV) - 1.69% | BROADCOM INC (AVGO) - 3.09% |
| #7 | PROCTER & GAMBLE CO (PG) - 1.49% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | THE HOME DEPOT INC (HD) - 1.44% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | CATERPILLAR INC (CAT) - 1.44% | TESLA INC (TSLA) - 1.73% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.36% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | BANK OF AMERICA CORP (BAC) - 1.34% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | MERCK & CO INC (MRK) - 1.31% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | COCA-COLA CO (KO) - 1.30% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | RTX CORP (RTX) - 1.13% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.13% | WALMART INC (WMT) - 0.91% |
| #16 | ORACLE CORP (ORCL) - 1.09% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | WELLS FARGO & CO (WFC) - 1.08% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | UNITEDHEALTH GROUP INC (UNH) - 1.08% | VISA INC CLASS A (V) - 0.85% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 1.04% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | LINDE PLC (LIN) - 1.02% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.99% | INTEL CORP (INTC) - 0.65% |
| #22 | MCDONALD'S CORP (MCD) - 0.98% | NETFLIX INC (NFLX) - 0.64% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.93% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | PEPSICO INC (PEP) - 0.93% | CHEVRON CORP (CVX) - 0.58% |
| #25 | AT&T INC (T) - 0.88% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 623 | 505 |
VYM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
VYM
+2.22%
Winner
SPY
+9.11%
3M
VYM
+0.41%
Winner
SPY
+6.59%
6M
Winner
VYM
+12.22%
SPY
+10.56%
1Y
VYM
+26.65%
Winner
SPY
+32.04%
5Y(CAGR)
VYM
+10.87%
Winner
SPY
+13.35%
10Y(CAGR)
VYM
+11.80%
Winner
SPY
+15.49%
Max(CAGR)
Winner
VYM
+9.23%
SPY
+8.50%
VYM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VYM | SPY |
|---|---|---|
| 2026 | +8.03% | +8.27% |
| 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 -1.10%.
| 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 | 0.55% | 0.24% |
| 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% |
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