Vanguard High Dividend Yield ETF (NYSEARCA:VYM) markets itself as a foundational income holding, but VYM's trailing yield has drifted down to roughly 2.21%, while its largest position is an AI chipmaker.
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Vanguard High Dividend Yield Index Fund ETF Shares (VYM), a passively managed exchange traded fund launched on November 10, 2006.
The pitch for owning Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), Vanguard High Dividend Yield ETF (NYSEARCA:VYM), iShares Core High Dividend ETF (NYSEARCA:HDV), or iShares Select Dividend ETF (NASDAQ:DVY) was simple when Treasuries paid nothing.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 61,020 | $7.4M | $10.1M | $2.7M | 36.51% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 4,110 | $406,332.47 | $665,655.64 | $259,323.17 | 63.82% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 1,396 | $146,505.48 | $226,096.17 | $79,590.69 | 54.33% |
Curtis Ellergodt Rothschild Investment LLC | 20,020 | $2.53M | $3.31M | $774,722.71 | 30.57% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 6,732 | $868,969.64 | $1.09M | $221,345.15 | 25.47% |
| ARCA Exchange | US Country |
The company operates on an indexing investment approach, meticulously designed to mirror the performance of a specifically chosen index. This index comprises common stocks from corporations known for their higher-than-average dividend payouts. Through a strategic replication process, the company seeks to invest its assets predominantly in the stocks constituting the index, ensuring each stock proportionally matches its index weighting. This methodical investment approach emphasizes the importance of dividends in the overall strategy, positioning the company as a key player for investors looking to benefit from dividend-yielding stocks.
An investment strategy that aims to track the performance of a designated index, which is composed of high dividend-paying stocks. This approach is designed for investors seeking a passive investment strategy that mirrors the overall market performance of selected dividend-yielding stocks.
Selection of stocks that offer higher-than-average dividends, aimed at investors who prioritize income generation alongside capital appreciation. This service focuses on identifying and investing in companies with a strong track record of dividend payments, providing a stable income stream for investors.
A meticulous strategy where the fund's assets are invested in a way that each stock is held in approximately the same proportion as its weighting in the target index. This replication ensures the fund closely matches the performance of the index, minimizing tracking error and aligning with investors’ expectations of index performance.