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Vanguard High Dividend Yield Index Fund ETF Shares (VYM)VYM
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Upturn Advisory Summary
09/18/2024: VYM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.27% | Upturn Advisory Performance  3 | Avg. Invested days: 46 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 4.27% | Avg. Invested days: 46 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 713423 | Beta 0.77 |
52 Weeks Range 96.06 - 128.39 | Updated Date 09/19/2024 |
52 Weeks Range 96.06 - 128.39 | Updated Date 09/19/2024 |
AI Summarization
Profile: The Vanguard High Dividend Yield Index Fund ETF Shares (VYM) focuses on providing investors with exposure to high dividend-yielding stocks in the US market. The fund primarily invests in large-cap and mid-cap stocks with a focus on dividend-paying companies. The asset allocation of the ETF includes a mix of sectors, with a strategy centered around seeking income and long-term capital growth.
Objective: The primary investment goal of the Vanguard High Dividend Yield Index Fund ETF Shares is to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields.
Issuer: Vanguard is the issuing company for the High Dividend Yield Index Fund ETF Shares. Vanguard is known for its reputable and reliable track record in the market, offering a range of low-cost index funds and ETFs. The management team responsible for the ETF has a wealth of experience and expertise in managing passive investment products.
Market Share: VYM holds a significant market share in the high dividend-yield ETF sector.
Total Net Assets: The total assets under management for the Vanguard High Dividend Yield Index Fund ETF Shares are substantial.
Moat: The competitive advantage of VYM lies in its low expense ratio and Vanguard's reputation for providing low-cost investment options. Additionally, the fund's focus on high dividend-yielding stocks sets it apart from other ETFs in the market.
Financial Performance: VYM has shown strong historical financial performance, consistently delivering competitive returns compared to its benchmark index.
Growth Trajectory: The ETF has shown a positive growth trajectory over time, attracting investors looking for income-generating investments.
Liquidity: The Vanguard High Dividend Yield Index Fund ETF Shares has good liquidity with a high average trading volume and narrow bid-ask spreads.
Market Dynamics: Various market factors can impact the performance of the ETF, including economic indicators, sector growth prospects, and overall market conditions.
Competitors: Key competitors of VYM may include other high dividend-yield ETFs like SPHD (Invesco S&P 500 High Dividend Low Volatility ETF) and HDV (iShares Core High Dividend ETF).
Expense Ratio: VYM has a low expense ratio compared to other similar ETFs, making it an attractive option for cost-conscious investors.
Investment approach and strategy: The ETF aims to track the FTSE High Dividend Yield Index by investing in a diversified portfolio of high dividend-yielding stocks in the US market.
Key Points: VYM offers investors exposure to high dividend-yielding stocks in a low-cost and efficient manner, making it an attractive option for income-focused investors.
Risks: Potential risks associated with VYM include market volatility, interest rate risk, and specific risks related to the underlying assets in the fund.
Who Should Consider Investing: Investors seeking income-generating investments and exposure to high dividend-yielding stocks in the US market may consider investing in the Vanguard High Dividend Yield Index Fund ETF Shares.
Fundamental Rating Based on AI: Based on a comprehensive analysis of the factors mentioned above, the Vanguard High Dividend Yield Index Fund ETF Shares receives a fundamental rating of 9 out of 10. This rating is justified by the ETF's strong financial performance, competitive advantages, and reliable issuer reputation.
Resources and Disclaimers: Sources used for this analysis include Vanguard's official website, financial news websites, and ETF databases. It is important to note that this information is for informational purposes only and should not be considered as investment advice. Investors should conduct their own research or consult with a financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard High Dividend Yield Index Fund ETF Shares
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.
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