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HDV vs VYM

iShares Core High Dividend ETF vs Vanguard High Dividend Yield Index Fund ETF Shares

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Annual cost

0.04%

Fund size

$96.1B

Key differences

Both HDV and VYM are equity ETFs. HDV charges 0.08% a year and VYM 0.04%. The main difference: VYM is much larger than HDV. Larger funds are usually more liquid and less likely to close.

  • VYM is much larger than HDV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VYM has delivered higher annualized returns.
  • VYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HDVVYM
Annual cost (TER)0.08%0.04%
Fund size (AUM)$13.4B$96.1B
Since20112006
Dividend yield2.91%2.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+24.9%
CAGR 3Y+15.9%+19.4%
CAGR 5Y+10.8%+11.4%
Sharpe 3Y1.041.19
Volatility 1Y9.71%10.35%
Max drawdown-37.04%-35.21%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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