Vanguard International High Dividend Yield ETF (VYMI) is rated Buy, driven by sector catalysts in financials, energy, and healthcare supporting dividend growth and capital appreciation. VYMI outperforms peers with a 5-year average annual return of 14.13%, a 3.61% dividend yield, and attractive valuation metrics (P/E 13.6x, P/B 1.8x). Key holdings like HSBC, Royal Bank of Canada, Roche, Novartis, and Shell provide resilience, growth, and sustainable dividends, reinforcing VYMI's competitive positioning.
The Buy survived an adverse setup: US growth rebounded hard, yet VYMI still delivered positive absolute returns with the value rotation staying structurally intact throughout. The delivered Fed hike confirms higher-for-longer, compressing long-duration US growth multiples while rewarding VYMI's short-duration value tilt, especially its heavy financials weighting. Currency, not a broken thesis, drove most of the S&P lag; that drag is now fading as euro weakness plateaus and the yen stays capped.
Vanguard International High Dividend Yield ETF is a buy at $105.60, despite a 19.7% YTD gain, due to robust financials exposure. VYMI's 43.6% allocation to financials aligns with rising global rates and improving bank earnings, supporting the current investment thesis. Compared to SCHY, VYMI delivers superior total returns without sacrificing yield, and its sector concentration is offset by broad company diversification.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 125,110 | $9.24M | $12.73M | $3.49M | 37.8% |
Curtis Ellergodt Rothschild Investment LLC | 252 | $19,881.81 | $25,431.84 | $5,550.03 | 27.92% |
Tom McDonald Richards, MERRILL & PETERSON Inc. | 854 | $61,688.23 | $87,184.86 | $25,496.63 | 41.33% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 478,114 | $46.95M | $48.25M | $1.3M | 2.77% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 38,601 | $3.41M | $3.9M | $483,453.31 | 14.17% |
| NASDAQ (NMS) Exchange | US Country |
The company operates an investment fund that strategically focuses on replicating the performance of a carefully selected index. This index comprises companies situated in both developed and emerging markets, with the notable exclusion of the United States. The primary criterion for the selection of these companies is their potential to offer above-average dividend yields. By employing a sampling strategy, the fund seeks to invest in a wide array of securities that collectively mirror the index's key attributes, ensuring a diversified investment portfolio for its stakeholders.
This product consists of investing in a diversified collection of securities designed to approximate the overall performance and characteristics of the fund's targeted index. The aim is to combine the benefits of broad market exposure with the potential for above-average dividend yields, particularly focusing on companies outside of the United States.
The fund specifically invests in companies located in developed and emerging markets, offering investors the opportunity to diversify their portfolio internationally. This approach allows investors to explore investment opportunities in various economic landscapes while aiming for high dividend yields.
One of the key selection criteria for the index this fund mirrors is the forecast of above-average dividend yields. This entails a meticulous analysis of companies' financial health and their ability to sustain and potentially increase dividend payouts, aiming to provide a steady income stream to investors alongside capital appreciation opportunities.