Compare · 2 funds side by side · dividends reinvested

FWD and VYM

FWDAlliance Bernstein×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941VYM · best of the two

02 / 04

FWD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

Alliance Bernstein - AB Disruptors ETFUnsorted0.65%0.10%+6.0%+3.0%+29.9%[…]−27.3%31.0%$3.1B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FWD 2023 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Alliance Bernstein - AB Disruptors ETF · $3.1B[…]

FWD

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 11.1% in common

FWDMeasureVYM

+6.0%Year to dateJan 1 → Nov 6+12.8%

+3.0%1 yearTotal return+16.5%

+29.9%3 years · per year$10,000 became $21,926 · $17,107+19.6%

[…]5 years · per year$10,000 became […] · $16,941+11.1%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

0.10%Trailing 12-mo yield$10 · $231 a year on $10k2.31%

−27.3%Worst dropSmaller is better−6.7%

31.0%VolatilityLower is calmer10.6%

FWDVYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FWD vs VYM: Top 5 Holdings

Today

FWD

14.6%in top 5

VYM

in top 518.2%

FWDStockVYM

2.4%AVGO6.9%

not top 5JPM3.8%

3.6%MSFTnot top 5

3.6%NVDAnot top 5

not top 5XOM2.8%

not top 5JNJ2.7%

2.5%METAnot top 5

2.4%LLYnot top 5

not top 5ABBV2.0%

Held in common11.1%

End-of-day Nov 6, 2026 · share of each fund

FWD vs VYM Returns, Every Period

Alliance BernsteinFWD

+3.0%

past year

VYMVanguard

+16.5%

past year

FWDVYMFaded: behind in that period

1–2VYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FWD vs VYM

YTD

Alliance BernsteinFWD

+6.0%

VYMVanguard

+12.8%

+6.0%Year to date+12.8%

−27.3%Worst drop · 1Y−6.7%

31.0%Volatility · 1Y10.6%

0.1%Yield2.3%

$3.1BAssets$78.9B

4–0VYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FWD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FWD0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FWD, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

FWD0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

FWD$10 − $65 = −$55

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FWD, VYM

Today

11.1%most shared, FWD and VYM

FWDVYM

FWD—11.1%

VYM11.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

FWDWorst drop−27.3%31.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VYMFWD

+12.8%Year to date+6.0%

2.3%Yield0.1%

+16.5%Past year+3.0%

0.04%Fee0.65%

4–0VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026