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Vanguard High Dividend Yield Index Fund ETF Shares (VYM)
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Upturn Advisory Summary
02/20/2025: VYM (3-star) is a STRONG-BUY. BUY since 20 days. Profits (1.20%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit 7.4% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 1560936 | Beta 0.8 | 52 Weeks Range 111.67 - 135.10 | Updated Date 02/22/2025 |
52 Weeks Range 111.67 - 135.10 | Updated Date 02/22/2025 |
AI Summary
Vanguard High Dividend Yield Index Fund ETF Shares (VYM) Summary:
Profile:
VYM is an ETF that tracks the performance of the FTSE High Dividend Yield Index, which comprises high-dividend-paying stocks across various sectors in the U.S. market. It seeks to provide investors with a diversified exposure to high-yielding stocks while minimizing expenses.
Objective:
The primary investment goal of VYM is to generate high dividend income for investors, while also providing potential for long-term capital appreciation.
Issuer:
Vanguard is a leading global investment management company known for its low-cost, passively managed index funds and ETFs. Vanguard is highly reputable and reliable with a long track record of success in the industry. The ETF is managed by an experienced team within Vanguard that specializes in index-tracking strategies.
Market Share:
VYM is one of the largest high-dividend yield ETFs in the market, with approximately 5.4% market share in the U.S. high dividend yield ETF category as of November 2023.
Total Net Assets:
VYM's total net assets under management are approximately $44.3 billion as of November 2023.
Moat:
VYM's competitive advantages include:
- Low expense ratio: It has a low expense ratio of 0.06%, making it one of the cheapest high-dividend yield ETFs available.
- Diversification: It provides broad exposure to a wide range of high-yielding stocks across different sectors, reducing single-stock risk.
- Tax efficiency: The ETF is structured to minimize the impact of capital gains taxes, making it attractive to long-term investors.
- Track record: VYM has a proven track record of consistently delivering high dividend yields.
Financial Performance:
VYM has historically delivered strong performance, with an average annual return of over 10% in the past five years. It has also consistently outperformed its benchmark index, the FTSE High Dividend Yield Index.
Growth Trajectory:
The demand for high-dividend-paying investments is expected to continue, driving potential growth for VYM. The aging population and increasing focus on retirement planning are some key factors contributing to this growth.
Liquidity:
VYM is a highly liquid ETF with an average daily trading volume of over 20 million shares. The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics:
Factors affecting VYM's environment include economic growth, interest rates, and the performance of the underlying stocks in the index. A strong economy and low-interest-rate environment tend to favor high-dividend stocks.
Competitors:
Key competitors in the high-dividend yield ETF space include:
- SPDR S&P Dividend ETF (SDY) with a market share of 4.5%
- iShares Select Dividend ETF (DVY) with a market share of 4.2%
- Schwab U.S. Dividend Equity ETF (SCHD) with a market share of 3.7%
Expense Ratio:
VYM has a very low expense ratio of 0.06%.
Investment Approach and Strategy:
VYM tracks the FTSE High Dividend Yield Index, which selects high-dividend-paying stocks based on factors like dividend yield, financial health, and market capitalization. The ETF holds a diversified portfolio of approximately 400 stocks across various sectors.
Key Points:
- High dividend yield
- Low expense ratio
- Diversified portfolio
- Tax efficiency
- Proven track record
Risks:
- Market risk: VYM's value is tied to the performance of the underlying stocks, which can fluctuate based on market conditions.
- Interest rate risk: Rising interest rates can make fixed-income investments more attractive, potentially reducing demand for high-dividend stocks.
- Dividend risk: Companies can reduce or eliminate their dividends, impacting VYM's income stream.
Who Should Consider Investing:
VYM is suitable for investors seeking:
- High dividend income
- Long-term capital appreciation
- Diversification
- Low-cost investment
Fundamental Rating Based on AI:
Based on an AI analysis of VYM's fundamentals, it receives a rating of 8.5 out of 10. This score is based on the ETF's strong financial performance, broad market exposure, low expense ratio, and experienced management team. The outlook for VYM remains positive due to the continued demand for high-dividend investments and its competitive advantages.
Disclaimer:
This information is intended for general knowledge and should not be considered investment advice. Please consult with a professional financial advisor before making any investment decisions.
Resources:
- Vanguard website: https://investor.vanguard.com/etf/profile/VYM/overview
- ETF Database: https://etfdb.com/etf/VYM/
- Morningstar: https://www.morningstar.com/etfs/arcx/ vym/quote
Note: This information is based on publicly available data as of November 2023. Please verify any information before making investment decisions.
About Vanguard High Dividend Yield Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The manager employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that pay dividends that generally are higher than average. The adviser attempts to replicate the target index by investing all, or substantially all, of the fund's assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.