VYM (VYM)
Diversified Equity • Large Value
Market Cap: $88.50B
Last updated: Sep 01, 2026 at 5:00 PM ET
Dividends
Dividend Metrics
Growth
VYM (VYM)
Large Value • USA
Sector Allocations
Technical Indicators
Simple Moving Averages
Exponential Moving Averages
Holdings (562)
Related GNG Research
Built to Tolerance: The Vulcan Growth and Income Model Portfolio
Live 2026-06-10, 19 GNG-Quant Buy+ dividend names, equal-weighted, rule-based re-gauging, mandate to outperform VYM on total return, portfolio yield, dividend growth, and risk-adjusted return Starting portfolio yield ~2.66% vs VYM ~2.45% (≈0.20pp cushion); weighted dividend growth ~10-12% annually vs VYM five-year ≈3.8% - income compounding is primary alpha engine Equal-weight sizing ≈5.26% per name from $100,000 initial capital, residual cash $309, position band 5.10%-5.43%; sector caps ~25% - financials ~21%, utilities+REITs ~21%, energy ~10% Decade in-sample backtest CAGR ≈18.2% vs VYM 8.4% ($10k→$53k vs $22.4k), beta ~1.05, long-window corr 0.90-0.94; treat the 7-10pp historical edge as a ceiling due to in-sample selection bias Trailing 12 months underperformed VYM 16.5% vs 21.1% as high-yield value led, correlation fell to ~0.63 - differentiated exposure can cause short-term lag but supports long-term divergence from benchmark
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