Compare · 2 funds side by side · dividends reinvested

SHM and VYM

SHMSPDR×VYMVanguard×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,387VYM · best of the two

Story of the two · IncomeMost incomeSHM · 2.71% · $271 a year on $10k

Story of the two · RiskSmallest drop

SHM and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.1%+19.1%+20.3%+11.7%−6.7%10.8%$78.9B1.4

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.71%+1.0%+1.5%+3.0%+1.0%−2.7%1.8%$3.5B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: SHM 2007 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard High Dividend Yield ETF · $78.9B$17,387

VYM

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,526

$10,000 five years ago, dividends reinvested

VYMMeasureSHM

+17.1%

More Ways to See the Pairs

VYM vs SHM: Top 5 Holdings

Today

VYM

18.2%in top 5

SHM

in top 5[…]

VYMStockSHM

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Cost, Income and Risk

Fees: SHM, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SHM0.20%$20

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SHM, VYM

1Y

2.71%highest, SHM

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+1.0%

+19.1%1 yearTotal return+1.5%

+20.3%3 years · per year$10,000 became $17,411 · $10,916+3.0%

+11.7%5 years · per year$10,000 became $17,387 · $10,526+1.0%

0.04%Expense ratio$4 · $20 a year on $10k · lower is better0.20%

2.23%Trailing 12-mo yield$223 · $271 a year on $10k2.71%

−6.7%Worst dropSmaller is better−2.7%

10.8%VolatilityLower is calmer1.8%

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

5–3VYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

VYM vs SHM Returns, Every Period

5Y

VanguardVYM

+11.7%

5 years, per year

SHMSPDR

+1.0%

5 years, per year

VYMSHMFaded: behind in that period

4–0VYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Bonds: VYM vs SHM

YTD

VanguardVYM

+17.1%

SHMSPDR

+1.0%

+17.1%Year to date+1.0%

−6.7%Worst drop · 1Y−2.7%

10.8%Volatility · 1Y1.8%

2.2%Yield2.7%

$78.9BAssets$3.5B

3–1SHM wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SHM2.71%$271

VYM2.23%$223

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

Income After Fees on $10,000

1Y

$251most kept, SHM

SHM$271 − $20 = $251

VYM$223 − $4 = $219

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SHM, VYM

Today

[…]holdings […]

SHMVYM

SHM—[…]

VYM[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.1%VYM, at 10.8% volatility

SHMWorst drop−2.7%1.8% vol

VYMWorst drop−6.7%10.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SHMVYM

+1.0%Year to date+17.1%

2.7%Yield2.2%

+1.5%Past year+19.1%

0.20%Fee0.04%

3–1VYM wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SHM and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two