IVE vs VYM: Yield, Cost and Returns Compared
As of Nov 5, 2026, VYM yields more: 2.26% (dividend yield) against 1.51% for IVE. VYM is cheaper to own at 0.04% a year vs 0.18%. Over the same 18 years (Dec 2007 to Oct 2026), VYM returned 9.7% a year with distributions reinvested, and IVE 8.7%.
VYMVanguard High Dividend Yield Index Fund ETF Shares2.26%dividend yield| Compared | IVE | VYM |
|---|---|---|
| YieldDividend yield | 1.51% | 2.26% |
| Expense ratio | 0.18% | 0.04% |
| Total return, 1 yr | +16.6% | +19.3% |
| Total return, 3 yr (a year) | +18.7% | +20.9% |
| Total return, 5 yr (a year) | +11.6% | +11.8% |
| Total return, 10 yr (a year) | +12.2% | +12.0% |
| Worst drop since Dec 2007 | -53.3% | -48.8% |
| Share price since Dec 2007 | +214% | +220% |
| Pays | Quarterly | Quarterly |
| Issuer | iShares | Vanguard |
| Assets | $50.7B | $100.1B |
| Started | 2000 | 2006 |
| Type | Large Value | Large Value |
Higher yield
VYM
2.26%
Lower cost
VYM
0.04%
Better total return
VYM
9.7%/yr
Smaller worst drop
VYM
-48.8%
Key facts: IVE vs VYM
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, IVE yields 1.51% (dividend yield) and VYM yields 2.26% (dividend yield).
- IVE's expense ratio is 0.18% and VYM's is 0.04%: $18 vs $4 a year on $10,000.
- From Dec 2007 to Oct 2026, $10,000 in IVE grew to $48,234 (8.7% a year) and $10,000 in VYM to $57,072 (9.7% a year), distributions reinvested.
- Their worst month-end drops over that time: -53.3% for IVE and -48.8% for VYM.
- 3 of IVE's top ten holdings are also in VYM's top ten, an overlap of at least 5% of the fund.
Cite this page
SmarterDividends, "IVE vs VYM: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/ive-vs-vym
$10,000 in each, Dec 2007 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
IVE became
$48,234
8.7% a year
VYM became
$57,072
9.7% a year
Year by year
| Year | IVE | VYM |
|---|---|---|
| 2025 | +13.0% | +15.4% |
| 2024 | +12.0% | +17.6% |
| 2023 | +22.1% | +6.6% |
| 2022 | −5.4% | −0.4% |
| 2021 | +24.7% | +26.2% |
| 2020 | +1.2% | +1.1% |
| 2019 | +31.6% | +24.0% |
| 2018 | −9.2% | −5.9% |
| 2017 | +15.2% | +16.4% |
| 2016 | +17.3% | +17.0% |
| 2015 | −3.3% | +0.3% |
| 2014 | +12.2% | +13.5% |
| 2013 | +31.6% | +30.1% |
| 2012 | +17.6% | +12.7% |
| 2011 | −0.7% | +10.6% |
| 2010 | +15.0% | +14.2% |
| 2009 | +20.9% | +17.1% |
| 2008 | −38.9% | −31.9% |
Total return each calendar year, distributions reinvested.
Top holdings
3 of the top ten overlap, at least 5% of each fund.
IVE
- AAPL Apple Inc8.2%
- AMZN Amazon.com Inc3.6%
- XOM ExxonMobil Holdings Corp2.5%
- WMT Walmart Inc1.8%
- CVX Chevron Corp1.5%
- COST Costco Wholesale Corp1.5%
- TSLA Tesla Inc1.4%
- PG Procter & Gamble Co1.2%
- MRK Merck & Co Inc1.2%
- UNH UnitedHealth Group Inc1.2%
VYM
- AVGO Broadcom Inc6.9%
- JPM JPMorgan Chase & Co3.8%
- XOM ExxonMobil Holdings Corp2.8%
- JNJ Johnson & Johnson2.7%
- ABBV AbbVie Inc2.0%
- CSCO Cisco Systems Inc1.8%
- CVX Chevron Corp1.6%
- CAT Caterpillar Inc1.6%
- MRK Merck & Co Inc1.5%
- BAC Bank of America Corp1.5%
IVE vs VYM: questions
Is IVE or VYM better?
It depends on the job. VYM pays more today (2.26% vs 1.51%), VYM costs less, and VYM has the better total return over Dec 2007 to Oct 2026, with VYM holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, IVE or VYM?
VYM, at 2.26% against 1.51% for IVE as of Nov 5, 2026. On $10,000 that's about $226 vs $151 a year at today's rates.
Which has the better total return?
VYM. From Dec 2007 to Oct 2026, it returned 9.7% a year with distributions reinvested, against 8.7% for IVE. $10,000 became $57,072 vs $48,234.
Which is cheaper, IVE or VYM?
VYM, with a 0.04% expense ratio against 0.18%.
Do IVE and VYM hold the same things?
Partly. 3 of their top ten holdings match (XOM, CVX, MRK), at least 5% of each fund. Owning both doubles up on those.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. VYM leads on 7 of 8 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.