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Yahoo
5 days ago
- Business
- Yahoo
Is Vanguard High Dividend Yield ETF (VYM) a Strong ETF Right Now?
A smart beta exchange traded fund, the Vanguard High Dividend Yield ETF (VYM) debuted on 11/10/2006, and offers broad exposure to the Style Box - Large Cap Value category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. There are some investors, though, who think it's possible to beat the market with great stock selection; this group likely invests in another class of funds known as smart beta, which track non-cap weighted strategies. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. While this space offers a number of choices to investors, including simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies, not all these strategies have been able to deliver superior results. Because the fund has amassed over $61.49 billion, this makes it one of the largest ETFs in the Style Box - Large Cap Value. VYM is managed by Vanguard. This particular fund, before fees and expenses, seeks to match the performance of the FTSE High Dividend Yield Index. The FTSE High Dividend Yield Index which is consists of common stocks of companies that pay dividends that generally are higher than average. When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.06%, making it one of the least expensive products in the space. It's 12-month trailing dividend yield comes in at 2.62%. Most ETFs are very transparent products, and disclose their holdings on a daily basis. ETFs also offer diversified exposure, which minimizes single stock risk, though it's still important for investors to research a fund's holdings. This ETF has heaviest allocation in the Financials sector - about 21.9% of the portfolio. Information Technology and Healthcare round out the top three. Taking into account individual holdings, Broadcom Inc (AVGO) accounts for about 5.82% of the fund's total assets, followed by Jpmorgan Chase & Co (JPM) and Exxon Mobil Corp (XOM). The ETF has added roughly 6.8% and is up roughly 16.69% so far this year and in the past one year (as of 07/02/2025), respectively. VYM has traded between $114.78 and $135.06 during this last 52-week period. The fund has a beta of 0.78 and standard deviation of 14.26% for the trailing three-year period, which makes VYM a medium risk choice in this particular space. With about 591 holdings, it effectively diversifies company-specific risk . Vanguard High Dividend Yield ETF is an excellent option for investors seeking to outperform the Style Box - Large Cap Value segment of the market. There are other ETFs in the space which investors could consider as well. Schwab U.S. Dividend Equity ETF (SCHD) tracks Dow Jones U.S. Dividend 100 Index and the Vanguard Value ETF (VTV) tracks CRSP U.S. Large Cap Value Index. Schwab U.S. Dividend Equity ETF has $70.59 billion in assets, Vanguard Value ETF has $139.02 billion. SCHD has an expense ratio of 0.06% and VTV changes 0.04%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Large Cap Value To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard High Dividend Yield ETF (VYM): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
03-06-2025
- Business
- Yahoo
Should Vanguard High Dividend Yield ETF (VYM) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Vanguard High Dividend Yield ETF (VYM) is a passively managed exchange traded fund launched on 11/10/2006. The fund is sponsored by Vanguard. It has amassed assets over $59.05 billion, making it one of the largest ETFs attempting to match the Large Cap Value segment of the US equity market. Companies that find themselves in the large cap category typically have a market capitalization above $10 billion. Overall, they are usually a stable option, with less risk and more sure-fire cash flows than mid and small cap companies. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Considering long-term performance, value stocks have outperformed growth stocks in almost all markets; however, they are more likely to underperform growth stocks in strong bull markets. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.06%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 2.85%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 21.50% of the portfolio. Information Technology and Consumer Staples round out the top three. Looking at individual holdings, Broadcom Inc (AVGO) accounts for about 4.78% of total assets, followed by Jpmorgan Chase & Co (JPM) and Exxon Mobil Corp (XOM). VYM seeks to match the performance of the FTSE High Dividend Yield Index before fees and expenses. The FTSE High Dividend Yield Index which is consists of common stocks of companies that pay dividends that generally are higher than average. The ETF has gained about 2.09% so far this year and was up about 10.92% in the last one year (as of 06/03/2025). In the past 52-week period, it has traded between $114.78 and $135.06. The ETF has a beta of 0.78 and standard deviation of 14.69% for the trailing three-year period, making it a medium risk choice in the space. With about 593 holdings, it effectively diversifies company-specific risk. Vanguard High Dividend Yield ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VYM is an excellent option for investors seeking exposure to the Style Box - Large Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $68.10 billion in assets, Vanguard Value ETF has $133.44 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard High Dividend Yield ETF (VYM): ETF Research Reports JPMorgan Chase & Co. (JPM) : Free Stock Analysis Report Exxon Mobil Corporation (XOM) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-03-2025
- Business
- Yahoo
SCHD Leads Dividend ETF Exodus with Big $7.1 Billion Outflow
The Schwab US Dividend Equity ETF (SCHD) experienced $7.1 billion in outflows Monday, with its total assets under management falling 10.2% to $69.9 billion, according to daily fund flows data. Vanguard's High Dividend Yield Index ETF (VYM) and the iShares Select Dividend ETF (DVY) also saw large outflows of $3.7 billion and $2.3 billion, respectively, continuing the dividend ETF exodus. The Vanguard S&P 500 ETF (VOO) lost $2.3 billion despite the broader market rally. On the inflows side, the iShares Core S&P 500 ETF (IVV) pulled in $1.1 billion, while the SPDR S&P 500 ETF Trust (SPY) attracted $846.7 million. The Vanguard FTSE Developed Markets ETF (VEA) gained $676.4 million. U.S. equity ETFs were the hardest hit with outflows totaling $28.6 billion, while international equity funds attracted $1.3 billion. Overall, the ETF industry experienced total net outflows of $25.8 billion. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 1,077.47 564,623.40 0.19% SPY SPDR S&P 500 ETF Trust 846.72 585,212.52 0.14% VEA Vanguard FTSE Developed Markets ETF 676.39 147,298.12 0.46% SLV iShares Silver Trust 452.85 15,087.45 3.00% IWB iShares Russell 1000 ETF 449.51 37,650.07 1.19% SPLG SPDR Portfolio S&P 500 ETF 323.01 58,138.50 0.56% FSEC Fidelity Investment Grade Securitized ETF 291.01 3,017.58 9.64% SQQQ ProShares UltraPro Short QQQ 250.98 2,383.10 10.53% TGRT T. Rowe Price Growth ETF 234.42 643.32 36.44% DIA SPDR Dow Jones Industrial Average ETF Trust 230.85 36,282.71 0.64% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SCHD Schwab US Dividend Equity ETF -7,129.95 69,909.59 -10.20% VYM Vanguard High Dividend Yield Index ETF -3,691.79 58,933.98 -6.26% DVY iShares Select Dividend ETF -2,297.44 19,740.76 -11.64% VOO Vanguard S&P 500 ETF -2,268.50 618,167.47 -0.37% MOAT VanEck Morningstar Wide Moat ETF -1,798.43 13,735.90 -13.09% VXF Vanguard Extended Market ETF -1,665.46 20,293.87 -8.21% VIG Vanguard Dividend Appreciation ETF -1,213.37 86,536.73 -1.40% DGRO iShares Core Dividend Growth ETF -1,095.13 30,208.35 -3.63% IWM iShares Russell 2000 ETF -937.88 65,508.84 -1.43% VTV Vanguard Value ETF -935.95 135,644.71 -0.69% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 73.58 9,460.80 0.78% Asset Allocation 11.23 23,372.53 0.05% Commodities ETFs 537.83 193,851.29 0.28% Currency 62.48 105,920.78 0.06% International Equity 1,284.10 1,665,006.96 0.08% International Fixed Income 725.02 280,357.33 0.26% Inverse 317.49 13,461.09 2.36% Leveraged -107.35 107,630.44 -0.10% US Equity -28,570.38 6,490,250.91 -0.44% US Fixed Income -110.02 1,634,293.75 -0.01% Total: -25,776.01 10,523,605.90 -0.24% Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Sign in to access your portfolio
Yahoo
25-03-2025
- Business
- Yahoo
SCHD Leads Dividend ETF Exodus with Big $7.1 Billion Outflow
The Schwab US Dividend Equity ETF (SCHD) experienced $7.1 billion in outflows Monday, with its total assets under management falling 10.2% to $69.9 billion, according to daily fund flows data. Vanguard's High Dividend Yield Index ETF (VYM) and the iShares Select Dividend ETF (DVY) also saw large outflows of $3.7 billion and $2.3 billion, respectively, continuing the dividend ETF exodus. The Vanguard S&P 500 ETF (VOO) lost $2.3 billion despite the broader market rally. On the inflows side, the iShares Core S&P 500 ETF (IVV) pulled in $1.1 billion, while the SPDR S&P 500 ETF Trust (SPY) attracted $846.7 million. The Vanguard FTSE Developed Markets ETF (VEA) gained $676.4 million. U.S. equity ETFs were the hardest hit with outflows totaling $28.6 billion, while international equity funds attracted $1.3 billion. Overall, the ETF industry experienced total net outflows of $25.8 billion. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 1,077.47 564,623.40 0.19% SPY SPDR S&P 500 ETF Trust 846.72 585,212.52 0.14% VEA Vanguard FTSE Developed Markets ETF 676.39 147,298.12 0.46% SLV iShares Silver Trust 452.85 15,087.45 3.00% IWB iShares Russell 1000 ETF 449.51 37,650.07 1.19% SPLG SPDR Portfolio S&P 500 ETF 323.01 58,138.50 0.56% FSEC Fidelity Investment Grade Securitized ETF 291.01 3,017.58 9.64% SQQQ ProShares UltraPro Short QQQ 250.98 2,383.10 10.53% TGRT T. Rowe Price Growth ETF 234.42 643.32 36.44% DIA SPDR Dow Jones Industrial Average ETF Trust 230.85 36,282.71 0.64% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change SCHD Schwab US Dividend Equity ETF -7,129.95 69,909.59 -10.20% VYM Vanguard High Dividend Yield Index ETF -3,691.79 58,933.98 -6.26% DVY iShares Select Dividend ETF -2,297.44 19,740.76 -11.64% VOO Vanguard S&P 500 ETF -2,268.50 618,167.47 -0.37% MOAT VanEck Morningstar Wide Moat ETF -1,798.43 13,735.90 -13.09% VXF Vanguard Extended Market ETF -1,665.46 20,293.87 -8.21% VIG Vanguard Dividend Appreciation ETF -1,213.37 86,536.73 -1.40% DGRO iShares Core Dividend Growth ETF -1,095.13 30,208.35 -3.63% IWM iShares Russell 2000 ETF -937.88 65,508.84 -1.43% VTV Vanguard Value ETF -935.95 135,644.71 -0.69% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 73.58 9,460.80 0.78% Asset Allocation 11.23 23,372.53 0.05% Commodities ETFs 537.83 193,851.29 0.28% Currency 62.48 105,920.78 0.06% International Equity 1,284.10 1,665,006.96 0.08% International Fixed Income 725.02 280,357.33 0.26% Inverse 317.49 13,461.09 2.36% Leveraged -107.35 107,630.44 -0.10% US Equity -28,570.38 6,490,250.91 -0.44% US Fixed Income -110.02 1,634,293.75 -0.01% Total: -25,776.01 10,523,605.90 -0.24% Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved
Yahoo
22-03-2025
- Business
- Yahoo
IVV Attracts $10.1 Billion; Dividend ETFs See Big Inflows
The iShares Core S&P 500 ETF (IVV) pulled in $10.1 billion, boosting its total assets under management to $560 billion, according to daily fund flows data. The inflows came despite the S&P 500 slipping 0.2% on Thursday as Wall Street's comeback attempt faltered following the Federal Reserve's forecast of two interest rate cuts in 2025. Dividend-focused ETFs saw strong demand, with the Schwab US Dividend Equity ETF (SCHD) attracting $7.4 billion and the Vanguard High Dividend Yield Index ETF (VYM) pulling in $3.7 billion. The First Trust Rising Dividend Achievers ETF (RDVY) collected $3 billion, adding 18.5% to its total assets. On the outflows side, the Vanguard Growth ETF (VUG) saw the largest redemptions at $1.8 billion. The Vanguard S&P 500 ETF (VOO) lost $1.2 billion, while the Vanguard Dividend Appreciation ETF (VIG) experienced outflows of $1.2 billion. U.S. equity ETFs dominated asset classes with $33.6 billion in inflows, while international equity funds gained $1.2 billion. Overall, the ETF industry saw $36.2 billion in total net flows, adding 0.3% to the industry's $10.6 trillion in assets under management. Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change IVV iShares Core S&P 500 ETF 10,106.47 560,000.37 1.80% SCHD Schwab US Dividend Equity ETF 7,425.45 77,639.52 9.56% VYM Vanguard High Dividend Yield Index ETF 3,650.50 63,461.30 5.75% RDVY First Trust Rising Dividend Achievers ETF 3,044.64 16,480.21 18.47% DVY iShares Select Dividend ETF 2,401.37 22,147.46 10.84% MOAT VanEck Morningstar Wide Moat ETF 1,782.81 15,698.67 11.36% VXF Vanguard Extended Market ETF 1,732.92 22,118.29 7.83% IWM iShares Russell 2000 ETF 1,269.26 65,547.54 1.94% DGRO iShares Core Dividend Growth ETF 1,108.01 31,445.13 3.52% IWF iShares Russell 1000 Growth ETF 1,069.83 97,815.99 1.09% Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VUG Vanguard Growth ETF -1,772.00 148,541.90 -1.19% VOO Vanguard S&P 500 ETF -1,240.85 619,524.04 -0.20% VIG Vanguard Dividend Appreciation ETF -1,194.06 89,461.62 -1.33% QMAR FT Vest Nasdaq-100 Buffer ETF - March -379.85 422.85 -89.83% OBIL US Treasury 12 Month Bill ETF -285.68 285.68 -100.00% LQD iShares iBoxx $ Investment Grade Corporate Bond ETF -239.87 29,961.50 -0.80% EMXC iShares MSCI Emerging Markets ex China ETF -213.60 14,946.58 -1.43% QUAL iShares MSCI USA Quality Factor ETF -198.43 48,986.46 -0.41% VLUE iShares MSCI USA Value Factor ETF -183.72 6,851.86 -2.68% EFG iShares MSCI EAFE Growth ETF -167.71 12,997.78 -1.29% Net Flows ($, mm) AUM ($, mm) % of AUM Alternatives 0.09 9,448.88 0.00% Asset Allocation 74.05 23,416.34 0.32% Commodities ETFs 343.65 192,328.44 0.18% Currency 14.12 106,714.49 0.01% International Equity 1,229.37 1,682,063.55 0.07% International Fixed Income 141.46 279,590.61 0.05% Inverse 87.48 13,397.74 0.65% Leveraged 185.91 106,958.53 0.17% US Equity 33,610.05 6,532,846.48 0.51% US Fixed Income 535.46 1,632,169.70 0.03% Total: 36,221.63 10,578,934.75 0.34% Disclaimer: All data as of 6 a.m. ET the date the article is published. Data are believed to be accurate; however, transient market data are often subject to subsequent revision and correction by the | © Copyright 2025 All rights reserved Sign in to access your portfolio
