9/10/2023 0 Comments Maximum drawdown vym![]() ![]() In any case, in my opinion, neither of these funds is perfectly suitable as a core holding in a well-diversified portfolio. If instead you want to make sector bets on Financials, maintain some tech exposure, and exclude REITs, you may like VYM more. If you're solely focused on yield and/or prefer to massively overweight Utilities, REITs, and Energy relative to both VYM and the broader market, SPYD may be of use. At the time of writing, SPYD has a dividend yield of 3.99%, compared to 3.18% for VYM. Yield chasers may appreciate SPYD's higher yield by about half a percent. VYM is also slightly cheaper at 0.06% compared to 0.07% for SPYD. While SPYD and VYM both have significant assets, VYM is much more popular. VYM tilts large, with negative loading on Size. In terms of factor exposure, compared to VYM, SPYD provides greater exposure across Size, Value, and Profitability. This is illustrated more clearly in the sector breakdown below. SPYD and VYM have an overlap of only about 27%. stocks by 12-month forecasted dividend yield, excludes REITs, selects the top half, and then weights them by market cap. Its selection methodology is pretty simple, albeit a little more complex than SPYD. It seeks to track the FTSE® High Dividend Yield Index. VYM is the Vanguard High Dividend Yield ETF. It takes the 80 highest-yielding stocks from the S&P 500 and equally weights them. Appropriately, SPYD tracks the S&P 500 High Dividend Index. As the name suggests, SPYD is comprised of a basket of high yield stocks from the S&P 500. It is the SPDR Portfolio S&P 500 High Dividend ETF. ![]() Sequence of Return Risk in Retirement Explained.The 4% Rule for Retirement Withdrawal Rate – A Revisitation.The 10 Best ETFs for Retirement Portfolios in 2023.M1 Borrow Review (How M1’s Margin Loan Works).8 Reasons Why I’m Not a Dividend Income Investor.How To Beat the Market Using Leverage and Index Investing.What Is a Leveraged ETF and How Do They Work?.The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023.The Best Vanguard Dividend Funds – 4 Popular ETFs.VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s The 5 Best EV ETFs – Electric Vehicles ETFs.The 8 Best Small Cap ETFs (4 From Vanguard).VTI – Vanguard S&P 500 or Total Stock Market ETF? Paul Merriman Ultimate Buy and Hold Portfolio.Factor Investing and Factor ETFs – The Ultimate Guide.How To Invest Your HSA (Health Savings Account).Portfolio Diversification – How To Diversify Your Portfolio.How To Invest in an Index Fund – The Best Index Funds.What Is the Stock Market? How It Works & How to Invest in It.Beginners Start Here – 10 Steps To Start Building Wealth. ![]()
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