https://www.lazyportfolioetf.com/etf/vanguard-high-div-yield-vym/ (2024)

Data Source: from January 1976 to April 2024 (~48 years)
Consolidated Returns as of 30 April 2024
Live Update: May 31 2024, 10:58AM Eastern Time

Category: Stocks

Vanguard High Dividend Yield (VYM) ETF

Currency: USD

ETF • LIVE PERFORMANCE (USD currency)

0.31%

1 Day

May 31 2024, 10:58AM Eastern Time

1.70%

Current Month

May 2024

In the last 30 Years, the Vanguard High Dividend Yield (VYM) ETF obtained a 9.75% compound annual return, with a 14.58% standard deviation.

Table of contents

https://www.lazyportfolioetf.com/etf/vanguard-high-div-yield-vym/ (1)

The first official book of https://www.lazyportfolioetf.com/etf/vanguard-high-div-yield-vym/ (2)

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

The Vanguard High Dividend Yield (VYM) ETF is part of the following Lazy Portfolios:

Portfolio Name Author VYM Weight Currency
Aggressive Global Income 30.00% USD

Investment Returns as of Apr 30, 2024

The Vanguard High Dividend Yield (VYM) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:

  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.

VANGUARD HIGH DIVIDEND YIELD (VYM) ETF

Consolidated returns as of 30 April 2024

Live Update: May 31 2024, 10:58AM Eastern Time

Swipe left to see all data

Chg (%)Return (%)Return (%) as of Apr 30, 2024
1 DayTime ET(*)May 20241M6M1Y5Y10Y30YMAX
(~48Y)
Vanguard High Dividend Yield (VYM) ETF0.311.70-3.7417.7612.469.149.479.7512.05
US Inflation Adjusted return-4.0415.638.814.766.447.028.11
Returns over 1 year are annualized | Available data source: since Jan 1976
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Apr 2024. Current inflation (annualized) is 1Y: 3.36% , 5Y: 4.18% , 10Y: 2.85% , 30Y: 2.55%

Live update: World Markets and Indexes

In 2023, the Vanguard High Dividend Yield (VYM) ETF granted a 3.26% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard High Dividend Yield (VYM) ETF: Dividend Yield page.

Capital Growth as of Apr 30, 2024

An investment of 1$, since May 1994, now would be worth 16.31$, with a total return of 1530.94% (9.75% annualized).

The Inflation Adjusted Capital now would be 7.67$, with a net total return of 666.50% (7.02% annualized).

An investment of 1$, since January 1976, now would be worth 244.64$, with a total return of 24363.88% (12.05% annualized).

The Inflation Adjusted Capital now would be 43.43$, with a net total return of 4242.79% (8.11% annualized).

Investment Metrics as of Apr 30, 2024

Metrics of Vanguard High Dividend Yield (VYM) ETF, updated as of 30 April 2024.

Metrics are calculated based on monthly returns, assuming:

  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.

VANGUARD HIGH DIVIDEND YIELD (VYM) ETF

Advanced Metrics

Data Source: 1 January 1976 - 30 April 2024 (~48 years)

Swipe left to see all data

Metrics as of Apr 30, 2024
1M3M6M1Y3Y5Y10Y20Y30YMAX
(~48Y)
Investment Return (%)-3.744.1417.7612.467.209.149.478.779.7512.05
Infl. Adjusted Return (%) details -4.042.9715.638.811.614.766.446.017.028.11
US Inflation (%)0.311.141.853.365.504.182.852.602.553.64
Returns / Inflation rates over 1 year are annualized.

DRAWDOWN

Inflation Adjusted:

Inflation Adjusted:

1Y3Y5Y10Y20Y30YMAX
Deepest Drawdown Depth (%)-8.29-14.13-23.98-23.98-51.79-51.79-51.79
Start to Recovery (# months) details 581212585858
Start (yyyy mm)2023 082022 042020 012020 012007 062007 062007 06
Start to Bottom (# months)3633212121
Bottom (yyyy mm)2023 102022 092020 032020 032009 022009 022009 02
Bottom to End (# months)2299373737
End (yyyy mm)2023 122022 112020 122020 122012 032012 032012 03
Longest Drawdown Depth (%)
same as
deepest
-8.97-8.97-9.63
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 131314
Start (yyyy mm)2023 082022 122022 122018 022007 062007 062007 06
Start to Bottom (# months)36611212121
Bottom (yyyy mm)2023 102023 052023 052018 122009 022009 022009 02
Bottom to End (# months)2773373737
End (yyyy mm)2023 122023 122023 122019 032012 032012 032012 03
Longest negative period (# months) details 624243768139139
Period Start (yyyy mm)2023 052021 112021 112017 032005 011997 081997 08
Period End (yyyy mm)2023 102023 102023 102020 032010 082009 022009 02
Annualized Return (%)-8.80-0.72-0.72-0.07-0.22-0.61-0.61
Deepest Drawdown Depth (%)-9.15-18.04-23.83-23.83-53.14-53.14-53.14
Start to Recovery (# months) details 5271414686868
Start (yyyy mm)2023 082022 012020 012020 012007 062007 062007 06
Start to Bottom (# months)3933212121
Bottom (yyyy mm)2023 102022 092020 032020 032009 022009 022009 02
Bottom to End (# months)2181111474747
End (yyyy mm)2023 122024 032021 022021 022013 012013 012013 01
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-18.04-18.04
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 2727
Start (yyyy mm)2023 082022 012022 012022 012007 062007 062007 06
Start to Bottom (# months)3999212121
Bottom (yyyy mm)2023 102022 092022 092022 092009 022009 022009 02
Bottom to End (# months)2181818474747
End (yyyy mm)2023 122024 032024 032024 032013 012013 012013 01
Longest negative period (# months) details 732344082153153
Period Start (yyyy mm)2023 052021 062019 122016 122004 121999 011999 01
Period End (yyyy mm)2023 112024 012022 092020 032011 092011 092011 09
Annualized Return (%)-0.29-0.18-0.38-0.08-0.17-0.17-0.17

RISK INDICATORS

1Y3Y5Y10Y20Y30YMAX
Standard Deviation (%)14.3315.4417.1814.1214.2114.5814.73
Sharpe Ratio0.500.290.420.580.520.510.55
Sortino Ratio0.690.430.580.800.680.680.73
Ulcer Index3.434.346.595.1111.7411.179.59
Ratio: Return / Standard Deviation0.870.470.530.670.620.670.82
Ratio: Return / Deepest Drawdown1.500.510.380.400.170.190.23
% Positive Months details 58%52%56%60%62%63%63%
Positive Months7193472150228369
Negative Months517264890132211

LONG TERM RETURNS

Inflation Adjusted:

Inflation Adjusted:

1Y3Y5Y10Y20Y30YMAX
Best 10 Years Return (%) - Annualized9.4716.5816.5822.33
Worst 10 Years Return (%) - Annualized6.73-2.14-2.14
Best 10 Years Return (%) - Annualized6.4414.5614.5616.50
Worst 10 Years Return (%) - Annualized4.90-4.61-4.61

ROLLING PERIODS

Inflation Adjusted:

Inflation Adjusted:

1Y3Y5Y10Y20Y30YMAX
Over the latest 30Y
Best Rolling Return (%) - Annualized54.8033.5023.4816.5810.369.75
Worst Rolling Return (%) - Annualized-44.44-15.46-6.84-2.145.65
% Positive Periods80%84%93%97%100%100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized75.0423.7915.178.895.519.11
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized----2.947.92
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized51.5430.2020.9814.567.867.02
Worst Rolling Return (%) - Annualized-44.44-17.26-9.23-4.613.50
% Positive Periods73%78%78%91%100%100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized75.0423.7915.178.895.519.11
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized----2.947.92
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1976 - Apr 2024)
Best Rolling Return (%) - Annualized66.6338.2835.0122.3318.8914.21
Worst Rolling Return (%) - Annualized-44.44-15.46-6.84-2.145.658.54
% Positive Periods83%90%96%98%100%100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized75.0423.7915.178.895.516.62
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized----2.945.58
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized62.6034.2430.9016.5013.889.61
Worst Rolling Return (%) - Annualized-44.44-17.26-9.23-4.613.506.04
% Positive Periods73%84%87%95%100%100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized75.0423.7915.178.895.516.62
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized----2.945.58
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com

Terms and Definitions

  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Apr 30, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of Vanguard High Dividend Yield (VYM) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

VANGUARD HIGH DIVIDEND YIELD (VYM) ETF

Monthly correlations as of 30 April 2024

Swipe left to see all data

Correlation vs VYM
Asset Class1 Year5 Years10 Years30 YearsSince
Jan 1992

VTI

US Total Stock Market

0.88

0.90

0.92

0.94

0.94

SPY

US Large Cap

0.88

0.91

0.92

0.95

0.95

IJR

US Small Cap

0.88

0.90

0.87

0.80

0.80

VNQ

US REITs

0.87

0.80

0.72

0.62

0.62

QQQ

US Technology

0.60

0.70

0.72

0.73

0.73

PFF

Preferred Stocks

0.81

0.72

0.65

0.46

0.45

EFA

EAFE Stocks

0.96

0.90

0.86

0.80

0.76

VT

World All Countries

0.92

0.92

0.91

0.90

0.89

EEM

Emerging Markets

0.81

0.71

0.68

0.69

0.66

VGK

Europe

0.95

0.90

0.85

0.81

0.80

VPL

Pacific

0.92

0.83

0.80

0.67

0.62

FLLA

Latin America

0.78

0.75

0.62

0.62

0.62

BND

US Total Bond Market

0.75

0.38

0.28

0.16

0.17

TLT

Long Term Treasuries

0.78

0.04

-0.03

-0.09

-0.08

BIL

US Cash

0.22

-0.11

-0.08

0.00

-0.01

TIP

TIPS

0.80

0.48

0.39

0.19

0.20

LQD

Invest. Grade Bonds

0.79

0.55

0.47

0.30

0.31

HYG

High Yield Bonds

0.87

0.80

0.77

0.64

0.63

CWB

US Convertible Bonds

0.83

0.73

0.75

0.77

0.76

BNDX

International Bonds

0.66

0.41

0.32

0.13

0.14

EMB

Emerg. Market Bonds

0.89

0.70

0.62

0.56

0.56

GLD

Gold

0.25

0.18

0.06

0.02

0.02

DBC

Commodities

0.32

0.60

0.50

0.31

0.31

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

VANGUARD HIGH DIVIDEND YIELD (VYM) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 May 1994 - 30 April 2024 (30 Years)

Data Source: 1 January 1976 - 30 April 2024 (~48 years)

Inflation Adjusted:

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Swipe left to see all data

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Swipe left to see all data

https://www.lazyportfolioetf.com/etf/vanguard-high-div-yield-vym/ (2024)

FAQs

How much does VYM pay per year? ›

VYM has a dividend yield of 2.85% and paid $3.42 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 15, 2024.

What stock pays the highest dividend yield? ›

Chevron (CVX) International Business Machines (IBM) and Altria Group (MO) are some of the most trending Dividend Stocks. See how they compare to other companies such as AT&T (T) and Xerox (XRX).

Should I buy Vanguard VYM? ›

VYM is a suitable investment for investors who are looking for exposure to U.S. equities with a focus on high dividend yields. Additionally, VIG may be suitable for investors who are seeking exposure to the U.S. stock market with a more diversified sector exposure.

Do you pay taxes on ETF dividends? ›

Dividends and interest payments from ETFs are taxed similarly to income from the underlying stocks or bonds inside them. For U.S. taxpayers, this income needs to be reported on form 1099-DIV. 2 If you earn a profit by selling an ETF, they are taxed like the underlying stocks or bonds as well.

What is the dividend yield for VYM in 2024? ›

VYM Dividend Yield: 2.85% for May 31, 2024.

Do any Vanguard funds pay monthly dividends? ›

Vanguard is a large investment advisor offering mutual funds and ETFs, many of which pay dividends. Most of Vanguard's ETF products pay monthly or quarterly dividends.

What is a good dividend yield? ›

What Is a Good Dividend Yield? Yields from 2% to 6% are generally considered to be a good dividend yield, but there are plenty of factors to consider when deciding if a stock's yield makes it a good investment. Your own investment goals should also play a big role in deciding what a good dividend yield is for you.

Is 7% annual return good? ›

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.

What is the highest return fund in Vanguard? ›

Top performing investment funds owned by Vanguard worldwide 2024, by one-year return. As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.

What is the VYM strategy? ›

VYM tracks the FTSE High Dividend Yield Index. The strategy starts with a broad universe of U.S. stocks and ranks them according to forecasted dividends over the next 12 months with the top half making the cut. Qualifying stocks are then weighted by market cap.

What is the price prediction for Vanguard high dividend yield ETF? ›

Average Price Target

Based on 558 Wall Street analysts offering 12 month price targets to VYM holdings in the last 3 months. The average price target is $132.48 with a high forecast of $151.87 and a low forecast of $111.29. The average price target represents a 9.48% change from the last price of $121.01.

How does Vanguard High dividend yield ETF work? ›

Seeks to track the performance of the FTSE® High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields.

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