Thursday, January 8, 2015

Vanguard High Dividend Yield ETF (VYM) 2015 Review

  ETF Highlight

            The Vanguard High Dividend Yield ETF tracks the FTSE High Dividend Yield Index. The index selects high-dividend-paying US companies, excluding REITS, and weights them with a multifactor method. VYM offers excellent exposure in a low-cost wrapper. The fund’s broad basket stems partly from its comparatively lax dividend screens: Any company paying an above-average dividend and a great choice for those looking for cheap, easy-to-trade access that is forecast to pay a dividend in the next 12 months qualifies, although firms with high yields, thanks to falling stock prices, get lower weightings. This broad portfolio aligns well with other benchmarks by firm size and by yield. The similarities extend to sector breakdowns as well. In all, VYM looks very much like other segment benchmarks. Investors can access VYM at a very low round-trip cost, making it a great choice for those looking for cheap, easy-to-trade access.  VYM’s expense ratio is .1% and its yield is 2.74%.  The ETF Portfolio owns a 25% position in this ETF.

Notice that it is struggling to hold its long term uptrend.  If it can’t, the shares will be Sold.



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