Performance
VYM vs. VTV - Performance Comparison
In the year-to-date period, VYM achieves a 13.45% return, which is significantly lower than VTV's 15.30% return. Over the past 10 years, VYM has underperformed VTV with an annualized return of 9.81%, while VTV has yielded a comparatively higher 10.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VYM
VTV
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VYM vs. VTV - Expense Ratio Comparison
VYM has a 0.06% expense ratio, which is higher than VTV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VYM vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield ETF (VYM) and Vanguard Value ETF (VTV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
VYM vs. VTV - Sharpe Ratio Comparison
The current VYM Sharpe Ratio is 1.80, which roughly equals the VTV Sharpe Ratio of 2.08. The chart below compares the 12-month rolling Sharpe Ratio of VYM and VTV.
VYM
VTV
Dividends
VYM vs. VTV - Dividend Comparison
VYM's dividend yield for the trailing twelve months is around 2.85%, more than VTV's 2.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYM Vanguard High Dividend Yield ETF | 2.85% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
VTV Vanguard Value ETF | 2.32% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
VYM vs. VTV - Drawdown Comparison
The maximum VYM drawdown since its inception was -56.98%, roughly equal to the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for VYM and VTV. For additional features, visit the drawdowns tool.
VYM
VTV
Volatility
VYM vs. VTV - Volatility Comparison
Vanguard High Dividend Yield ETF (VYM) has a higher volatility of 3.35% compared to Vanguard Value ETF (VTV) at 3.09%. This indicates that VYM's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
VYM
VTV
