HDV vs VYM

AHDV

BVYM

Measures won4–2HDV wins · of 6 · 5Y

$10,000 · 5Y$18,461HDV · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income3.16%HDV · $316 on $10k

Smallest drop−6.4%HDV · worst fall in 1Y

Held in common25.2%HDV and VYM

HDV

VYM

iShares Core High Dividend ETF · $16.2BVanguard High Dividend Yield ETF · $78.9B

+20.7%3 years · per year$17,564 · $17,107+19.6%

+13.0%5 years · per year$18,461 · $16,941+11.1%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

3.16%12-mo yield$316 · $231 on $10k2.31%

−6.4%Worst dropSmaller wins−6.7%

11.8%VolatilityLower wins10.6%

4–2HDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDV · VYM

8.7%XOM2.8%

6.8%ABBV2.0%

6.7%CVX1.6%

5.7%PG1.4%

Held in common25.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.16%	−0.7%	+28.0%	+32.9%	+20.7%	+13.0%	−6.4%	$16.2B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHDV	iShares Core High Dividend ETFRead Desk		0.08%	3.16%	−0.7%	+28.0%	+32.9%	+20.7%	+13.0%	−6.4%	$16.2B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDV vs VYM

HDV

iShares Core High Dividend

$18,461

VYM

Vanguard High Dividend Yield

$16,941

MeasureHDVVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield3.16%2.31%

5 years, per year+13.0%+11.1%

3 years, per year+20.7%+19.6%

Worst drop · 1Y−6.4%−6.7%

Volatility · 1Y11.8%10.6%

4–2measures won
HDV first

25.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: HDV, VYM

Today

25.2%most shared, HDV and VYM

HDVVYM

HDV—25.2%

VYM25.2%—

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

Income After Fees on $10,000

$308most kept, HDV

HDV$316 − $8 = $308

VYM$231 − $4 = $227

KeptFee

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