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FDVV vs VYM

Fidelity High Dividend ETF vs Vanguard High Dividend Yield Index Fund ETF Shares

FDVV

Fidelity High Dividend ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$9.2B

VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$94.6B

Key differences

  • VYM costs 0.11% less per year.
  • VYM is significantly larger than FDVV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FDVV has delivered higher annualized returns.
  • VYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDVVVYM
Annual cost (TER)0.15%0.04%
Fund size (AUM)$9.2B$94.6B
Since20162006
Dividend yield2.81%2.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.7%+27.4%
CAGR 3Y+20.7%+18.7%
CAGR 5Y+13.5%+11.3%
Sharpe 3Y1.281.15
Volatility 1Y10.10%10.35%
Max drawdown-40.25%-35.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FDVV and VYM