VYM vs. VUG
Compare and contrast key facts about Vanguard High Dividend Yield ETF (VYM) and Vanguard Growth ETF (VUG).
VYM and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both VYM and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VYM or VUG.
Correlation
The correlation between VYM and VUG is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VYM vs. VUG - Performance Comparison
Loading data...
Key characteristics
VYM:
0.54
VUG:
0.65
VYM:
0.84
VUG:
1.07
VYM:
1.12
VUG:
1.15
VYM:
0.58
VUG:
0.72
VYM:
2.25
VUG:
2.43
VYM:
3.74%
VUG:
6.77%
VYM:
16.17%
VUG:
25.20%
VYM:
-56.98%
VUG:
-50.68%
VYM:
-5.17%
VUG:
-4.34%
Returns By Period
In the year-to-date period, VYM achieves a 0.38% return, which is significantly higher than VUG's -0.34% return. Over the past 10 years, VYM has underperformed VUG with an annualized return of 9.51%, while VUG has yielded a comparatively higher 15.04% annualized return.
VYM
0.38%
5.10%
-2.60%
8.68%
9.06%
14.09%
9.51%
VUG
-0.34%
16.17%
1.39%
16.29%
21.35%
17.33%
15.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VYM vs. VUG - Expense Ratio Comparison
VYM has a 0.06% expense ratio, which is higher than VUG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VYM vs. VUG — Risk-Adjusted Performance Rank
VYM
VUG
VYM vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield ETF (VYM) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
VYM vs. VUG - Dividend Comparison
VYM's dividend yield for the trailing twelve months is around 2.90%, more than VUG's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYM Vanguard High Dividend Yield ETF | 2.90% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
VUG Vanguard Growth ETF | 0.48% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
VYM vs. VUG - Drawdown Comparison
The maximum VYM drawdown since its inception was -56.98%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VYM and VUG. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VYM vs. VUG - Volatility Comparison
The current volatility for Vanguard High Dividend Yield ETF (VYM) is 4.15%, while Vanguard Growth ETF (VUG) has a volatility of 5.83%. This indicates that VYM experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...