Compare · 2 funds side by side · dividends reinvested

HDV and VYM

HDViShares×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,120HDV · best of the two

02 / 04

HDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core High Dividend ETFIncome · Dividend stocks0.08%3.08%+31.0%+36.2%+22.0%+13.8%−6.4%11.7%$16.2B1.3

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: HDV 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core High Dividend ETF · $16.2B$19,120

HDV

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

HDVMeasureVYM

+31.0%Year to dateJan 1 → Nov 4+17.2%

+36.2%1 yearTotal return+21.2%

+22.0%3 years · per year$10,000 became $18,148 · $17,970+21.6%

+13.8%5 years · per year$10,000 became $19,120 · $17,742+12.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

3.08%Trailing 12-mo yield$309 · $222 a year on $10k2.22%

−6.4%Worst dropSmaller is better−6.7%

11.7%VolatilityLower is calmer10.1%

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

6–2HDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HDV vs VYM: Top 5 Holdings

Today

HDV

33.8%in top 5

VYM

in top 518.2%

HDVStockVYM

9.3%XOM2.8%

7.1%CVXnot top 5

not top 5AVGO6.9%

6.7%ABBV2.0%

5.5%PGnot top 5

5.2%VZnot top 5

not top 5JPM3.8%

not top 5JNJ2.7%

Held in common25.2%

End-of-day Nov 4, 2026 · share of each fund

HDV vs VYM Returns, Every Period

iSharesHDV

+13.8%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

HDVVYMFaded: behind in that period

4–0HDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HDV vs VYM

YTD

iSharesHDV

+31.0%

VYMVanguard

+17.2%

+31.0%Year to date+17.2%

−6.4%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y10.1%

3.1%Yield2.2%

$16.2BAssets$78.9B

3–1HDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

HDV0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HDV, VYM

3.08%highest, HDV

FundTrailing yieldYield$10k

HDV3.08%$309

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$301most kept, HDV

HDV$309 − $8 = $301

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HDV, VYM

Today

25.2%most shared, HDV and VYM

HDVVYM

HDV—25.2%

VYM25.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+36.2%HDV, at 11.7% volatility

VYMWorst drop−6.7%10.1% vol

HDVWorst drop−6.4%11.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

HDVVYM

+31.0%Year to date+17.2%

3.1%Yield2.2%

+36.2%Past year+21.2%

0.08%Fee0.04%

3–1HDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026