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ISIN
US9219464065
CUSIP
921946406
Issuer
Vanguard
Inception Date
Nov 10, 2006
Region
North America (U.S.)
Category
Dividend
Leveraged
1x (No leverage)
Index Tracked
FTSE High Dividend Yield Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$96B

Share Price Chart


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Performance

VYM Performance Chart

Vanguard High Dividend Yield ETF (VYM) is up 11.6% since the beginning of the year. VYM is currently trading at $158 per share. Investors who bought $1,000 worth of VYM shares 5 years ago would now be looking at an investment worth $1,796.


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S&P 500 Index

Returns By Period

Vanguard High Dividend Yield ETF (VYM) has returned 11.57% so far this year and 25.10% over the past 12 months. Over the last ten years, VYM has returned 11.78% per year, falling short of the S&P 500 Index benchmark, which averaged 13.54% annually.


Vanguard High Dividend Yield ETF

1D
0.07%
1M
1.23%
YTD
11.57%
6M
11.72%
1Y
25.10%
3Y*
17.42%
5Y*
12.42%
10Y*
11.78%

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.34%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VYM Monthly Returns History

Based on dividend-adjusted daily data since Nov 16, 2006, VYM's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +12.3%, while the worst month was Oct 2008 at -14.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, VYM closed higher 54% of trading days. The best single day was Oct 28, 2008 with a return of +11.0%, while the worst single day was May 7, 2010 at -12.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.49%3.39%-3.92%6.14%1.27%0.00%11.57%
20253.74%1.28%-3.16%-3.54%3.71%4.01%0.62%3.77%1.88%-0.26%3.46%-0.67%15.42%
20240.75%2.62%5.41%-3.74%3.03%-0.32%4.83%2.44%1.33%-0.33%5.45%-4.58%17.60%
20232.37%-3.51%-0.59%1.27%-5.13%5.51%4.02%-2.39%-3.35%-2.78%6.26%5.62%6.57%
2022-0.53%-1.47%2.76%-4.20%3.52%-7.85%4.60%-2.45%-7.88%12.23%6.26%-3.50%-0.43%
2021-0.57%4.57%6.94%2.55%3.03%-1.19%0.55%2.09%-3.21%4.93%-2.31%6.75%26.20%

Benchmark Metrics

Vanguard High Dividend Yield ETF has an annualized alpha of 1.60%, beta of 0.86, and R2 of 0.85 versus S&P 500 Index. Calculated based on daily prices since November 16, 2006.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (89.11%) than losses (87.03%) - typical of diversified or defensive assets.
  • With beta of 0.86 and R2 of 0.85, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.60%
Beta
0.86
0.85
Upside Capture
89.11%
Downside Capture
87.03%

Expense Ratio

VYM has an expense ratio of 0.04%, which is considered low.


Return for Risk

Risk / Return Rank

VYM ranks 79 for risk / return — better than 79% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


VYM Risk / Return Rank: 7979
Overall Rank
VYM Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
VYM Sortino Ratio Rank: 8282
Sortino Ratio Rank
VYM Omega Ratio Rank: 7878
Omega Ratio Rank
VYM Calmar Ratio Rank: 7777
Calmar Ratio Rank
VYM Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Vanguard High Dividend Yield ETF (VYM) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VYMBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.50

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.44

1.35

+0.09

Calmar ratioReturn relative to maximum drawdown

3.79

2.66

+1.14

Martin ratioReturn relative to average drawdown

14.13

11.86

+2.27

Dividends

Dividend History

Vanguard High Dividend Yield ETF provided a 2.29% dividend yield over the last twelve months, with an annual payout of $3.63 per share. The fund has been increasing its distributions for 15 consecutive years.


2.40%2.60%2.80%3.00%3.20%3.40%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.63$3.50$3.49$3.48$3.25$3.10$2.91$2.84$2.65$2.40$2.21$2.15

Dividend yield

2.29%2.44%2.74%3.12%3.01%2.76%3.18%3.03%3.40%2.80%2.91%3.22%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard High Dividend Yield ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.86$0.00$0.00$0.98$1.84
2025$0.00$0.00$0.85$0.00$0.00$0.86$0.00$0.00$0.84$0.00$0.00$0.95$3.50
2024$0.00$0.00$0.66$0.00$0.00$1.02$0.00$0.00$0.85$0.00$0.00$0.96$3.49
2023$0.00$0.00$0.72$0.00$0.00$0.88$0.00$0.00$0.78$0.00$0.00$1.10$3.48
2022$0.00$0.00$0.66$0.00$0.00$0.85$0.00$0.00$0.77$0.00$0.00$0.97$3.25
2021$0.00$0.00$0.66$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.94$3.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard High Dividend Yield ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard High Dividend Yield ETF was 56.98%, occurring on Mar 5, 2009. Recovery took 762 trading sessions.

The current Vanguard High Dividend Yield ETF drawdown is 1.23%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-56.98%Mar 2009
1y 4mo3y 9d
4y 5moOct 2007 - Mar 2012
COVID crash2020
-35.21%Mar 2020
2mo 2d9mo 13d
11mo 15dJan 2020 - Dec 2020
Rate-hike selloffLate 2018
-16.25%Dec 2018
10mo 29d3mo 19d
1y 2moJan 2018 - Apr 2019
Bear market2022
-15.84%Sep 2022
5mo 12d2mo 1d
7mo 13dApr 2022 - Nov 2022
2025 selloff2025
-14.46%Apr 2025
1mo 17d2mo 23d
4mo 10dFeb 2025 - Jun 2025

Drawdown Indicators


VYMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.98%

-56.78%

-0.20%

Max Drawdown (1Y)

Largest decline over 1 year

-6.69%

-9.10%

+2.41%

Max Drawdown (3Y)

Largest decline over 3 years

-14.46%

-18.90%

+4.44%

Max Drawdown (5Y)

Largest decline over 5 years

-15.84%

-25.43%

+9.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.21%

-33.92%

-1.29%

Current Drawdown

Current decline from peak

-1.23%

-2.49%

+1.26%

Average Drawdown

Average peak-to-trough decline

-7.18%

-10.72%

+3.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.79%

2.03%

-0.24%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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