И Vanguard High Dividend Yield ETF (VYM +0,32%), и iShares Core High Dividend ETF (HDV +0,22%) ориентированы на американские компании, которые распределяют значительные денежные средства среди акционеров, но следуют разным стратегиям строительства. Инвесторы обычно выбирают между фондом Vanguard из-за его широкой диверсификации в почти 600 компаний и фондом iShares из-за его более избирательного и убедительного подхода к доходам в рамках меньшей корзины акций.
Снимок (стоимость и размер)
| Метрика | HDV | ВИМ |
|---|---|---|
| Эмитент | iShares | Vanguard |
| Expense ratio | 0.08% | 0.04% |
| 1-yr return (as of 5/18/26) | 22.9% | 23.6% |
| Dividend yield | 2.9% | 2.3% |
| Beta | 0.37 | 0.73 |
| AUM | $13.6 billion | $77.5 billion |
The Vanguard fund is more affordable with an expense ratio of 0.04%, which is half the cost of the iShares fund. However, iShares provides a higher payout, with a trailing-12-month dividend yield of 2.9% compared to 2.3% for Vanguard.
Performance & risk comparison
| Metric | HDV | VYM |
|---|---|---|
| Max drawdown (5 yr) | (15.4%) | (15.9%) |
| Growth of $1,000 over 5 years (total return) | $1,617 | $1,704 |
What’s inside
The Vanguard High Dividend Yield ETF holds about 600 securities and leans toward financial services (20.2%), technology (14.8%), and industrials (14.2%). Its largest positions include Broadcom at 8%, JPMorgan Chase at 3.33%, and ExxonMobil at 2.7%. This fund was launched in 2006 and paid $3.51 per share over the trailing 12 months. It provides a convenient way to track stocks forecast to have above-average dividend yields.
In contrast, the iShares Core High Dividend ETF maintains a more concentrated portfolio of 74 holdings, prioritizing the consumer defensive (25%), energy (22%), and healthcare (17%) sectors. Its top holdings include ExxonMobil at 8.5%, Chevron at 6.3%, and Johnson & Johnson at 5.7%. Launched in 2011, this fund has a trailing-12-month dividend of $0.79 per share. While the Vanguard fund offers broader exposure, the iShares fund focuses on relatively high dividend-paying U.S. equities.
For more guidance on ETF investing, check out the full guide at this link.
What it means for investors
As an equity researcher, I often recommend dividend stocks to clients looking to build a well-rounded portfolio and generate income. Dividends provide a steady stream of cash that can be used in a few different ways – you can reinvest it to accelerate growth through compounding, use it to buy more stocks, or simply take it as income to cover expenses. For investors who want the benefits of dividend investing without the work of picking individual stocks, dividend-focused ETFs are a fantastic option. They let you capture those gains with a single investment.
Both the Vanguard High Dividend Yield ETF (VYM) and the iShares Core High Dividend ETF (HDV) have produced very similar investment returns over the past one and five years, and their potential losses have been comparable. Therefore, choosing between the two largely depends on their fees and how your portfolio is structured. VYM aims to mirror the performance of the FTSE High Dividend Yield Index, focusing on stocks with high dividend payouts (but excluding REITs). It offers wider market coverage and lower costs than HDV. HDV, on the other hand, provides a slightly higher yield by focusing on a smaller, more conservative group of stocks, tracking the Morningstar Dividend Yield Focus Index. This concentrated approach boosts its yield, but also means a single underperforming stock could have a bigger impact on its overall results compared to VYM.
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2026-05-22 16:13