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VIG vs. VYM – Which Vanguard Dividend ETF?

Two of the most popular dividend-oriented ETF’s are the Vanguard Dividend Appreciation ETF (VIG) and the Vanguard High Dividend Yield ETF (VYM). Let’s compare them. ► Get my dividend portfolio: https://www.optimizedportfolio.com/m1... // TIMESTAMPS: 00:00 - Intro 00:42 - Selection Methodology 01:31 - VIG vs. DGRO 02:08 - SCHD vs. VYM 03:08 - Composition 03:40 - Performance Backtest 04:30 - Factor exposure 05:12 - Conclusion 05:41 - Where to buy these ETFs 06:03 - Disclosure 06:29 - Disclaimer 06:59 - Outro // PARTIAL TRANSCRIPT: The Vanguard Dividend Appreciation ETF (VIG) is comprised of dividend growth stocks – companies with a history of an increasing dividend over time. Specifically, VIG tracks the NASDAQ US Dividend Achievers Select Index, formerly known as the Dividend Achievers Select Index. This index is comprised of companies with at least 10 consecutive years of an increasing dividend payment. The Vanguard High Dividend Yield ETF (VYM) seeks to track the FTSE® High Dividend Yield Index. Constituent stocks are selected from the FTSE® All-World Index, excluding REITs, and ranked by forecasted dividend yield. In short, VIG has handily beaten VYM on every metric since inception – higher return, lower volatility, smaller drawdowns, and considerably higher risk-adjusted return (Sharpe). Over that same time period, VYM also underperformed an S&P 500 index fund. Of course, we should probably expect VIG to beat VYM – dividend growth companies tend to be more stable and less volatile, and have strong profitability. Specifically, VIG has more loading on the Quality/Profitability factor than VYM. Simultaneously, we know that in some cases, a high dividend yield can actually be a signal of an unstable company. In fairness, VYM also has comparatively more loading on Value than VIG, and the Value factor suffered over the backtested time period. In short, it’s likely wise to just utilize both VIG and VYM (and VIGI and VYMI for international), as they are two different funds. I created a dividend-focused portfolio that incorporates both of these funds that can be found here: https://www.optimizedportfolio.com/m1... But here’s the kicker. Vanguard themselves investigated the strategies contained in VYM and VIG and concluded that their constituent stocks’ performance was fully explained by their exposure to the known equity factors of Value, Quality, and Low Volatility, so you may be better off simply investing in products that specifically target those factors. Read the blog post here: https://www.optimizedportfolio.com/vi... #investing #vanguard #dividends #vig #vym #dividendinvesting #dividendgrowthinvesting #etfs // INVEST ► M1 Finance: https://optimizedportfolio.com/go/m1 ► My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1... ► Get my dividend portfolio: https://www.optimizedportfolio.com/m1... ► Lazy Portfolios: https://www.optimizedportfolio.com/la... ► Beginners’ reference guide (updated regularly): https://www.optimizedportfolio.com/be... ► Webull (for stock traders; get 2 free stocks): https://act.webull.com/te/iKJHc5TS9HS... ► Robinhood (1 free stock): https://robinhood.c3me6x.net/DVyo4o ► Flat-fee-only advising from Advisor.com: https://www.optimizedportfolio.com/ad... // SOCIAL ► Website: https://www.optimizedportfolio.com/ ► Patreon:   / optimizedportfolio   ► Facebook:   / optimizedportfolio   ► Instagram:   / optimizedportfolio   ► Twitter:   / optimizedport   ► Support my channel by shopping on Amazon (free for you): https://amzn.to/2TLCgCc I appreciate all the support! Disclaimer: This is not financial advice, investing advice, or tax advice. The information presented is for informational, educational, and entertainment purposes only. Investment products discussed are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. I always attempt to ensure the accuracy of information presented but that accuracy cannot be guaranteed. Do your own due diligence. All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future results. Opinions are my own and do not represent those of other parties mentioned. Read my lengthier disclaimer here: https://www.optimizedportfolio.com/te... Disclosure: Some of the links above are referral links. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. This allows me to continue producing high-quality content on this channel and pays for the occasional cup of coffee. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful.