VYM vs VIG
Comparison between VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).
5-Year PerformanceVYM has outperformed VIG, delivering a return of +11.2% compared to +10.4%
VYM vs VIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VYM vs VIG - Holdings Comparison
VYM and VIG have 209 common holdings. Overlap is 60.38%
VYM's top 25 holdings weight is 41.56%. VIG's top 25 holdings weight is 54.03%.
| Rank | VYM | VIG |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 8.00% | BROADCOM INC (AVGO) - 5.16% |
| #2 | JPMORGAN CHASE & CO (JPM) - 3.33% | APPLE INC (AAPL) - 4.05% |
| #3 | EXXON MOBIL CORP (XOM) - 2.71% | MICROSOFT CORP (MSFT) - 3.95% |
| #4 | JOHNSON & JOHNSON (JNJ) - 2.30% | JPMORGAN CHASE & CO (JPM) - 3.57% |
| #5 | CATERPILLAR INC (CAT) - 1.71% | ELI LILLY AND CO (LLY) - 3.32% |
| #6 | ABBVIE INC (ABBV) - 1.55% | EXXON MOBIL CORP (XOM) - 2.89% |
| #7 | CISCO SYSTEMS INC (CSCO) - 1.51% | WALMART INC (WMT) - 2.59% |
| #8 | CHEVRON CORP (CVX) - 1.50% | JOHNSON & JOHNSON (JNJ) - 2.48% |
| #9 | BANK OF AMERICA CORP (BAC) - 1.44% | VISA INC CLASS A (V) - 2.32% |
| #10 | PROCTER & GAMBLE CO (PG) - 1.43% | COSTCO WHOLESALE CORP (COST) - 2.02% |
| #11 | UNITEDHEALTH GROUP INC (UNH) - 1.40% | CATERPILLAR INC (CAT) - 1.86% |
| #12 | THE HOME DEPOT INC (HD) - 1.36% | MASTERCARD INC CLASS A (MA) - 1.84% |
| #13 | COCA-COLA CO (KO) - 1.27% | ABBVIE INC (ABBV) - 1.67% |
| #14 | MERCK & CO INC (MRK) - 1.13% | CISCO SYSTEMS INC (CSCO) - 1.62% |
| #15 | ORACLE CORP (ORCL) - 1.13% | BANK OF AMERICA CORP (BAC) - 1.57% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.07% | PROCTER & GAMBLE CO (PG) - 1.53% |
| #17 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.07% | UNITEDHEALTH GROUP INC (UNH) - 1.50% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 1.06% | THE HOME DEPOT INC (HD) - 1.47% |
| #19 | WELLS FARGO & CO (WFC) - 1.06% | LAM RESEARCH CORP (LRCX) - 1.44% |
| #20 | LINDE PLC (LIN) - 0.98% | COCA-COLA CO (KO) - 1.37% |
| #21 | RTX CORP (RTX) - 0.98% | ORACLE CORP (ORCL) - 1.23% |
| #22 | PEPSICO INC (PEP) - 0.90% | MERCK & CO INC (MRK) - 1.21% |
| #23 | MORGAN STANLEY (MS) - 0.90% | THE GOLDMAN SACHS GROUP INC (GS) - 1.18% |
| #24 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% | TEXAS INSTRUMENTS INC (TXN) - 1.14% |
| #25 | CITIGROUP INC (C) - 0.88% | LINDE PLC (LIN) - 1.05% |
| Total Holdings | 620 | 342 |
VYM vs VIG - Historical Returns
Returns include dividend reinvestment.
VYM vs VIG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | VYM | VIG |
|---|---|---|
| 2026 | +9.96% | +6.17% |
| 2025 | +15.47% | +14.71% |
| 2024 | +16.82% | +17.22% |
| 2023 | +6.76% | +14.55% |
| 2022 | -0.93% | -9.52% |
| 2021 | +27.75% | +25.45% |
| 2020 | +0.86% | +14.77% |
| 2019 | +23.87% | +30.46% |
| 2018 | -6.23% | -2.42% |
| 2017 | +15.80% | +21.81% |
| 2016 | +18.47% | +13.49% |
| 2015 | +0.30% | -1.78% |
| 2014 | +14.63% | +11.06% |
| 2013 | +27.05% | +26.20% |
| 2012 | +11.65% | +10.41% |
| 2011 | +9.87% | +5.46% |
| 2010 | +12.74% | +13.31% |
| 2009 | +14.51% | +16.47% |
| 2008 | -31.05% | -25.49% |
| 2007 | +1.36% | +5.32% |
| 2006 | +2.83% | +8.59% |
VYM vs VIG Drawdown Comparison
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The current VYM drawdown is -1.82%. The current VIG drawdown is -1.37%.
| Rank | VYM | VIG |
|---|---|---|
| #1 | -56.97% Oct 9, 2007 - Mar 13, 2012 | -46.80% Oct 9, 2007 - Feb 16, 2011 |
| #2 | -35.22% Jan 17, 2020 - Dec 31, 2020 | -31.72% Feb 14, 2020 - Aug 26, 2020 |
| #3 | -16.24% Jan 26, 2018 - Apr 12, 2019 | -20.40% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -15.87% Apr 20, 2022 - Nov 30, 2022 | -17.27% Sep 21, 2018 - Apr 5, 2019 |
| #5 | -14.45% Feb 19, 2025 - Jun 30, 2025 | -16.95% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -12.99% May 21, 2015 - Mar 17, 2016 | -14.95% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -9.95% Nov 30, 2022 - Dec 13, 2023 | -12.14% Mar 2, 2015 - Mar 29, 2016 |
| #8 | -8.32% Jul 13, 2007 - Oct 5, 2007 | -9.77% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -7.18% Apr 2, 2012 - Jul 3, 2012 | -7.90% Feb 9, 2026 - May 5, 2026 |
| #10 | -7.07% Oct 18, 2012 - Jan 10, 2013 | -7.90% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -6.76% Jan 12, 2022 - Apr 20, 2022 | -7.60% Apr 2, 2012 - Aug 7, 2012 |
| #12 | -6.70% Sep 19, 2014 - Oct 31, 2014 | -7.20% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -6.69% Feb 11, 2026 - Apr 23, 2026 | -6.53% Oct 12, 2020 - Nov 9, 2020 |
| #14 | -6.31% Apr 30, 2019 - Jun 20, 2019 | -6.26% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -6.16% Dec 31, 2013 - Mar 4, 2014 | -5.99% Apr 29, 2011 - Jul 7, 2011 |
Correlation
Correlation between VYM and VIG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
VYM vs VIG dividend yield comparison.
| Year | VYM | VIG |
|---|---|---|
| 2026 | 0.54% | 0.36% |
| 2025 | 2.44% | 1.62% |
| 2024 | 2.74% | 1.73% |
| 2023 | 3.12% | 1.88% |
| 2022 | 3.01% | 1.96% |
| 2021 | 2.76% | 1.55% |
| 2020 | 3.18% | 1.63% |
| 2019 | 3.03% | 1.71% |
| 2018 | 3.40% | 2.08% |
| 2017 | 2.80% | 1.88% |
| 2016 | 2.91% | 2.14% |
| 2015 | 3.22% | 2.34% |
| 2014 | 2.78% | 1.95% |
| 2013 | 2.81% | 1.84% |
| 2012 | 3.23% | 2.37% |
| 2011 | 2.93% | 2.14% |
| 2010 | 2.58% | 1.99% |
| 2009 | 3.07% | 2.09% |
| 2008 | 4.29% | 2.56% |
| 2007 | 2.66% | 1.56% |
| 2006 | 0.34% | 0.98% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks