SPY vs VYM
SPDR S&P 500 ETF Trust vs Vanguard High Dividend Yield Index Fund ETF Shares
Buy SPY if…
- •You prefer higher liquidity and trading volume
- •You prioritize historical performance
- •You want stronger recent performance
- •You value a longer track record
Buy VYM if…
- •You want lower costs (0.06% vs 0.10%)
- •You want higher dividend income (+2.49%)
SPY
VYM
Type
ETF
ETF
Issuer
State Street
Vanguard
Holdings
99
565
Index
S&P 500
FTSE High Dividend Yield
AUM
$701B
$68B
Inception
1993
2006
Key Metrics
Expense Ratio
0.10%
0.06%
Dividend Yield
+1.09%
+2.49%
Daily Liquidity
81.26M
1.71M
Risk (β)
1.00
0.85
Cost Calculator
$
%
SPY Fees
$0
VYM Fees
$0
Annualized Returns
YTD
+17.60%
+14.73%
1 Year
+14.28%
+10.02%
3 Years
+20.40%
+11.58%
5 Years
+14.79%
+12.95%
10 Years
+14.48%
+11.16%
Top 10 Holdings
NVIDIA Corporation
7.54%
Broadcom Inc
8.23%
Apple Inc
7.06%
JPMorgan Chase & Co
4.17%
Microsoft Corporation
6.19%
Exxon Mobil Corp
2.39%
Amazon.com Inc
3.81%
Johnson & Johnson
2.19%
Broadcom Inc
3.21%
Walmart Inc
2.12%
Alphabet Inc Class A
3.19%
AbbVie Inc
1.86%
Alphabet Inc Class C
2.56%
The Home Depot Inc
1.82%
Meta Platforms Inc.
2.36%
Bank of America Corp
1.74%
Tesla Inc
2.05%
Procter & Gamble Company
1.70%
Berkshire Hathaway Inc
1.61%
UnitedHealth Group Incorporated
1.50%
Related Comparisons
SPY
The trust seeks to achieve its investment objective by holding a portfolio of the common stocks that are included in the index, with the weight of each stock in the portfolio substantially corresponding to the weight of such stock in the index.
VYM
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.
Sector Breakdown
SPY
VYM