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) | +15.8% | +11.5% | +4.33 pp |
| 1Y CAGR | +20.9% | +16.8% | +4.13 pp |
| 3Y CAGR | +18.6% | +16.6% | +2.01 pp |
| 5Y CAGR | +12.0% | +10.4% | +1.54 pp |
| 10Y CAGR | +11.8% | +13.2% | -1.34 pp |
| Since inception CAGR | +9.42% | +10.2% | -0.82 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VYM minus VIG. VYM since-inception measured from first available bar November 16, 2006. VIG since-inception measured from first available bar May 2, 2006. 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) | $99.2B | $130.9B |
| Dividend yield | 2.24% | 1.50% |
| Avg volume (3-mo) | 1.3M | 1.1M |
| Inception | November 10, 2006 | April 21, 2006 |
| 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 | 7.35% | 4.62% | 4.62% |
| JPMJPMorgan Chase & Co | 3.82% | 4.06% | 3.82% |
| XOMExxonMobil Holdings Corp | 2.62% | 2.78% | 2.62% |
| JNJJohnson & Johnson | 2.51% | 2.66% | 2.51% |
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.