Compare · 2 funds side by side · dividends reinvested

UDIV and VYM

UDIVFranklin Templeton×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,424UDIV · best of the two

02 / 04

UDIV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.3

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.41%+16.8%+17.0%+26.8%+14.2%−8.4%13.1%$157M1.8

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: UDIV 2016 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Core Dividend Tilt Index ETF · $157M$19,424

UDIV

VYM

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

$10,000 five years ago, dividends reinvested · they hold 43.4% in common

UDIVMeasureVYM

+16.8%Year to dateJan 1 → Nov 4+17.2%

+17.0%1 yearTotal return+21.2%

+26.8%3 years · per year$10,000 became $20,378 · $17,970+21.6%

+14.2%5 years · per year$10,000 became $19,424 · $17,742+12.2%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

1.41%Trailing 12-mo yield$141 · $222 a year on $10k2.22%

−8.4%Worst dropSmaller is better−6.7%

13.1%VolatilityLower is calmer10.1%

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

2–6VYM wins

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

More Ways to See the Pairs

UDIV vs VYM: Top 5 Holdings

Today

UDIV

26.9%in top 5

VYM

in top 518.2%

UDIVStockVYM

7.3%AAPLnot top 5

7.1%NVDAnot top 5

2.6%AVGO6.9%

6.1%MSFTnot top 5

3.8%AMZNnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common43.4%

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

UDIV vs VYM Returns, Every Period

Franklin TempletonUDIV

+14.2%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

UDIVVYMFaded: behind in that period

2–2Level

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

UDIV vs VYM

YTD

Franklin TempletonUDIV

+16.8%

VYMVanguard

+17.2%

+16.8%Year to date+17.2%

−8.4%Worst drop · 1Y−6.7%

13.1%Volatility · 1Y10.1%

1.4%Yield2.2%

$157MAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: UDIV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

UDIV0.06%$6

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

Yields: UDIV, VYM

2.22%highest, VYM

FundTrailing yieldYield$10k

VYM2.22%$222

UDIV1.41%$141

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

Income After Fees on $10,000

$218most kept, VYM

VYM$222 − $4 = $218

UDIV$141 − $6 = $135

KeptFee

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

Overlap: UDIV, VYM

Today

43.4%most shared, UDIV and VYM

UDIVVYM

UDIV—43.4%

VYM43.4%—

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

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

VYMWorst drop−6.7%10.1% vol

UDIVWorst drop−8.4%13.1% vol

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

Paid More vs Made More

YTD

VYMUDIV

+17.2%Year to date+16.8%

2.2%Yield1.4%

+21.2%Past year+17.0%

0.04%Fee0.06%

4–0VYM 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