VYM vs VIG.
Vanguard High Dividend Yield ETF (FTSE High Dividend Yield) against Vanguard Dividend Appreciation ETF (S&P U.S. Dividend Growers) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VYM | VIG | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +13.4% | +9.69% | +3.74 pp |
| 1Y CAGR | +22.9% | +18.3% | +4.62 pp |
| 3Y CAGR | +17.9% | +15.7% | +2.20 pp |
| 5Y CAGR | +12.3% | +10.8% | +1.55 pp |
| 10Y CAGR | +11.5% | +13.0% | -1.46 pp |
| Since inception CAGR | +12.7% | +12.1% | +0.58 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VYM minus VIG. VYM since-inception measured from first available bar January 31, 2019. VIG since-inception measured from first available bar December 12, 2013. Since-inception spans differ — compare that row with care.
| VYM | VIG | |
|---|---|---|
| Name | Vanguard High Dividend Yield Index Fund ETF Shares | Vanguard Dividend Appreciation Index Fund ETF Shares |
| Category | Large Value | Large Blend |
| Style | Passive | Passive |
| Expense ratio | 0.04% | 0.04% |
| Assets (AUM) | $96.2B | $129.5B |
| Dividend yield | 2.30% | 1.51% |
| Avg volume (3-mo) | 1.2M | 1.1M |
| Inception | February 7, 2019 | December 19, 2013 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| Shared holding | VYM | VIG | MIN |
|---|---|---|---|
| AVGOBroadcom Inc | 7.26% | 4.52% | 4.52% |
| JPMJPMorgan Chase & Co | 3.37% | 3.55% | 3.37% |
| JNJJohnson & Johnson | 2.53% | 2.66% | 2.53% |
| XOMExxonMobil Holdings Corp | 2.35% | 2.47% | 2.35% |
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.