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VYM: Vanguard High Dividend Yield Index ETF (ETF)
Basic Info 128.4 1.39(1.07%) March 21
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 11/16/2006 |
| Last Dividend Date: | 03/21/2025 |
| 12-Mo. Yield | 2.97% |
| Expenses | 0.08% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/16/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 1.3 | 10.5 | 8.0 | 18.7 | 9.8 | 11.6 | 8.6 | 17.6 | 6.6 | -0.4 | 26.2 | 1.1 | 24.1 | -5.9 | 16.4 | 17.0 | 0.3 | 13.5 | 30.1 | 12.7 | 10.6 | 14.2 | 17.2 | -31.9 | 1.4 | 2.8 |
| Sharpe Ratio | NA | 0.25 | 0.35 | 0.26 | 0.98 | 0.5 | NA | 0.4 | 1.01 | 0.19 | -0.1 | 2.07 | 0.03 | 2.04 | -0.48 | 2.55 | 1.39 | 0.02 | 1.32 | 2.91 | 1.19 | 0.55 | 0.88 | 0.59 | -0.86 | -0.11 | 3.2 |
| Draw Down(%) | NA | 6.4 | 6.4 | 15.8 | 15.8 | 35.2 | NA | 57.0 | 6.0 | 9.9 | 15.8 | 4.9 | 35.2 | 6.3 | 16.2 | 3.1 | 7.9 | 13.0 | 6.7 | 5.0 | 7.2 | 15.1 | 13.9 | 33.3 | 42.8 | 10.5 | 1.3 |
| Standard Deviation(%) | NA | 12.7 | 11.7 | 14.1 | 16.5 | 16.4 | NA | 18.4 | 10.9 | 12.2 | 18.4 | 12.7 | 34.4 | 11.1 | 15.0 | 6.2 | 12.1 | 15.0 | 10.2 | 10.3 | 10.7 | 19.2 | 16.1 | 29.1 | 38.1 | 14.5 | 7.5 |
| Treynor Ratio | NA | 0.03 | 0.04 | 0.04 | 0.17 | 0.09 | NA | 0.08 | 0.11 | 0.02 | -0.02 | 0.27 | 0.01 | 0.24 | -0.08 | 0.19 | 0.19 | 0.0 | 0.15 | 0.33 | 0.15 | 0.13 | 0.16 | 0.19 | -0.39 | -0.02 | 0.25 |
| Alpha | NA | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.04 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.0 | 1.02 | 1.0 | 0.95 | 0.95 | NA | 0.89 | 1.02 | 1.02 | 0.97 | 0.98 | 0.93 | 0.96 | 0.94 | 0.85 | 0.89 | 0.96 | 0.92 | 0.91 | 0.83 | 0.79 | 0.87 | 0.92 | 0.83 | 0.84 | 0.98 |
| RSquared | NA | 0.96 | 0.97 | 0.98 | 0.93 | 0.96 | NA | 0.95 | 0.97 | 0.98 | 0.99 | 0.98 | 0.93 | 0.98 | 0.97 | 0.93 | 0.97 | 0.98 | 0.96 | 0.96 | 0.96 | 0.97 | 0.97 | 0.98 | 0.91 | 0.96 | 0.88 |
| Yield(%) | N/A | 0.7 | 3.1 | 3.3 | 5.4 | 4.2 | 6.2 | N/A | 3.1 | 3.2 | 2.9 | 3.4 | 3.1 | 3.6 | 3.1 | 3.2 | 3.3 | 3.1 | 3.1 | 3.5 | 3.5 | 3.1 | 2.8 | 3.4 | 2.9 | 2.6 | 0.3 |
| Dividend Growth(%) | N/A | -75.7 | 7.9 | 25.2 | 29.1 | N/A | N/A | N/A | 0.5 | 7.0 | 5.0 | 6.5 | 2.3 | 7.3 | 10.3 | 8.8 | 2.7 | 12.6 | 9.1 | 9.8 | 20.0 | 21.6 | -6.6 | -19.1 | 6.3 | 675.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2006
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See LARGE VALUE Asset Class Trend Rankings |
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