Screener
PEY vs VYM
Invesco High Yield Equity Dividend Achievers ETF vs Vanguard High Dividend Yield Index Fund ETF Shares
Key differences
PEY is a fixed income ETF, while VYM is an equity ETF. PEY charges 0.54% a year and VYM 0.04%.
- PEY is a fixed income fund, while VYM is an equity fund. They carry different risk/return profiles.
- VYM costs 0.50% less per year.
- VYM is much larger than PEY. Larger funds are usually more liquid and less likely to close.
- Over the last three years, VYM has delivered higher annualized returns.
- PEY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| PEY | VYM | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.04% |
| Fund size (AUM) | $1.1B | $96.1B |
| Since | 2004 | 2019 |
| Dividend yield | 4.46% | 2.21% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.7% | +25.2% |
| CAGR 3Y | +11.5% | +18.4% |
| CAGR 5Y | +6.5% | +11.5% |
| Sharpe 3Y | 0.54 | 1.13 |
| Volatility 1Y | 14.07% | 10.47% |
| Max drawdown | -41.55% | -35.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.