ducovest

VYM:NYE-Vanguard High Dividend Yield Index Fund ETF Shares (USD)

ETF | Large Value |

Last Closing

USD 130.7

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.85M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Large Value

Symbol Name Price(Change) Market Cap
SCHD Schwab U.S. Dividend Equity ET..

N/A

 USD 65.68B
DGRO iShares Core Dividend Growth E..

N/A

 USD 31.12B
FNDX Schwab Fundamental U.S. Large ..

N/A

 USD 17.76B
SCHV Schwab U.S. Large-Cap Value ET..

N/A

 USD 12.10B
SPYD SPDR® Portfolio S&P 500 High ..

N/A

 USD 6.96B
VOOV Vanguard S&P 500 Value Index F..

N/A

 USD 5.38B
FDVV Fidelity® High Dividend ETF

N/A

 USD 4.08B
SPHD Invesco S&P 500® High Dividen..

N/A

 USD 3.47B
IWX iShares Russell Top 200 Value ..

N/A

 USD 3.12B
LRGF iShares U.S. Equity Factor ETF

N/A

 USD 2.32B

ETFs Containing VYM

PRMN Northern Lights Fund Trus.. 17.79 % 0.00 %

N/A

 USD 3.61M
FDVL 13.07 % 0.00 %

N/A

 N/A
PFV 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.08% 52% F 71% C-
Dividend Return 2.27% 68% D+ 41% F
Total Return 19.35% 50% F 70% C-
Trailing 12 Months  
Capital Gain 24.16% 33% F 69% C-
Dividend Return 3.45% 71% C- 46% F
Total Return 27.61% 42% F 70% C-
Trailing 5 Years  
Capital Gain 43.30% 31% F 68% D+
Dividend Return 17.59% 70% C- 56% F
Total Return 60.88% 42% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.07% 31% F 65% D
Dividend Return 13.14% 38% F 67% D+
Total Return 3.06% 85% B 65% D
Risk Return Profile  
Volatility (Standard Deviation) 13.90% 90% A- 70% C-
Risk Adjusted Return 94.48% 83% B 95% A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.