(VYM) High Dividend Yield Shares - Overview

ETF Category: Large Value | Exchange: NYSE ARCA (USA) | Market Cap: 78.526m USD | Total Return: 26.1% in 12m

Common Stocks, Dividends, Index Tracking
Total Rating 69
Safety 60
Buy Signal 0.18
Large Value
Category Rotation: +6.3
TER: 0.06%
AUM: 78.5B
Avg Turnover: 158M
Risk 3d forecast
Volatility10.8%
VaR 5th Pctl1.95%
VaR vs Median0.58%
Reward TTM
Sharpe Ratio2.03
Rel. Str. IBD57.1
Rel. Str. Peer Group50
Character TTM
Beta0.662
Beta Downside0.693
Hurst Exponent0.515
Drawdowns 3y
Max DD14.46%
CAGR/Max DD1.33
CAGR/Mean DD9.53

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: VYM High Dividend Yield Shares

The Vanguard High Dividend Yield Index Fund ETF (VYM) tracks a benchmark of U.S. common stocks characterized by above-average dividend yields. The fund maintains a mandate to invest at least 80% of its assets in its target index, focusing on mature companies with established cash flow profiles.

By design, the fund excludes Real Estate Investment Trusts (REITs), which are governed by specific tax laws requiring them to distribute at least 90% of taxable income to shareholders. This exclusion shifts the portfolios concentration toward sectors like Financials, Consumer Staples, and Industrials, where companies typically utilize a traditional corporate business model to fund distributions from retained earnings.

Investors looking for deeper insights into these underlying equity holdings can find additional data on ValueRay. Given its Large Value classification, VYM serves as a vehicle for exposure to large-capitalization firms that prioritize returning capital to shareholders over aggressive growth reinvestment.

Headlines to Watch Out For
  • Federal Reserve interest rate cuts increase the relative appeal of high-yield equities
  • Value-oriented sector concentrations drive performance during periods of cyclical economic recovery
  • Corporate earnings growth among top-tier dividend payers supports consistent distribution increases
  • Shift in investor preference toward defensive yield assets stabilizes fund capital inflows
  • Exclusion of real estate investment trusts reduces exposure to commercial property market volatility
What is the price of VYM shares?

As of May 26, 2026, the stock is trading at USD 158.70 with a total of 839,700 shares traded.
Over the past week, the price has changed by +1.89%, over one month by +2.65%, over three months by +2.97% and over the past year by +26.08%.

Is VYM a buy, sell or hold?

High Dividend Yield Shares has no consensus analysts rating.