Screener
VYM vs PEY
Vanguard High Dividend Yield Index Fund ETF Shares vs Invesco High Yield Equity Dividend Achievers ETF
Key differences
VYM is an equity ETF, while PEY is a fixed income ETF. VYM charges 0.04% a year and PEY 0.54%.
- VYM is an equity fund, while PEY is a fixed income 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
| VYM | PEY | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.54% |
| Fund size (AUM) | $96.1B | $1.1B |
| Since | 2019 | 2004 |
| Dividend yield | 2.21% | 4.46% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.2% | +19.7% |
| CAGR 3Y | +18.4% | +11.5% |
| CAGR 5Y | +11.5% | +6.5% |
| Sharpe 3Y | 1.13 | 0.54 |
| Volatility 1Y | 10.47% | 14.07% |
| Max drawdown | -35.21% | -41.55% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.