Screener
VUSV vs VYM
Vanguard Wellington U.S. Value Active ETF vs Vanguard High Dividend Yield Index Fund ETF Shares
Key differences
Both VUSV and VYM are equity ETFs. VUSV charges 0.30% a year and VYM 0.04%. The main difference: VUSV follows a active selection strategy; VYM uses index tracking.
- VUSV follows a active selection strategy; VYM uses index tracking.
- VYM costs 0.26% less per year.
- VYM is much larger than VUSV. Larger funds are usually more liquid and less likely to close.
- VYM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VUSV | VYM | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.04% |
| Fund size (AUM) | $68M | $96.1B |
| Since | 2025 | 2006 |
| Dividend yield | — | 2.21% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +24.9% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +11.4% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | — | 10.35% |
| Max drawdown | -7.06% | -35.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.