Vanguard High Dividend Yield ETF (FTSE High Dividend Yield) against iShares Select Dividend ETF (Dow Jones U.S. Select Dividend) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VYM | DVY | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +15.8% | — | — |
| 1Y CAGR | +20.9% | — | — |
| 3Y CAGR | +18.6% | — | — |
| 5Y CAGR | +12.0% | — | — |
| 10Y CAGR | +11.8% | — | — |
| Since inception CAGR | +9.42% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VYM minus DVY. VYM since-inception measured from first available bar November 16, 2006. Since-inception spans differ — compare that row with care.
| VYM | DVY | |
|---|---|---|
| Name | Vanguard High Dividend Yield Index Fund ETF Shares | iShares Select Dividend ETF |
| Category | Large Value | Mid-Cap Value |
| Style | Passive | Passive |
| Expense ratio | 0.04% | 0.38% |
| Assets (AUM) | $99.2B | $23.5B |
| Dividend yield | 2.24% | 3.26% |
| Avg volume (3-mo) | 1.3M | 418K |
| Inception | November 10, 2006 | November 3, 2003 |
| Benchmark proxy | S&P 500 | S&P 500 |
VYM costs 0.34 pp less per year — about $34.00 per $10,000 invested.
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.