SmarterDividends

SPHD vs VYM: Yield, Cost and Returns Compared

As of Nov 8, 2026, SPHD yields more: 4.76% (dividend yield) against 2.31% for VYM. VYM is cheaper to own at 0.04% a year vs 0.30%. Over the same 14 years (Oct 2012 to Oct 2026), VYM returned 12.2% a year with distributions reinvested, and SPHD 9.7%.

ComparedSPHDVYM
YieldDividend yield4.76%2.31%
Expense ratio0.30%0.04%
Total return, 1 yr+15.5%+19.3%
Total return, 3 yr (a year)+15.7%+20.9%
Total return, 5 yr (a year)+8.3%+11.8%
Total return, 10 yr (a year)+7.7%+12.0%
Worst drop since Oct 2012-30.9%-24.0%
Share price since Oct 2012+108%+228%
PaysMonthlyQuarterly
IssuerInvescoVanguard
Assets$3.4B$101.0B
Started20122006
TypeLarge ValueLarge Value

Higher yield

SPHD

4.76%

Lower cost

VYM

0.04%

Better total return

VYM

12.2%/yr

Smaller worst drop

VYM

-24.0%

Key facts: SPHD vs VYM

Data as of · Source: SmarterDividends data

  • As of Nov 8, 2026, SPHD yields 4.76% (dividend yield) and VYM yields 2.31% (dividend yield).
  • SPHD's expense ratio is 0.30% and VYM's is 0.04%: $30 vs $4 a year on $10,000.
  • From Oct 2012 to Oct 2026, $10,000 in SPHD grew to $36,575 (9.7% a year) and $10,000 in VYM to $50,227 (12.2% a year), distributions reinvested.
  • Their worst month-end drops over that time: -30.9% for SPHD and -24.0% for VYM.
  • 1 of SPHD's top ten holdings are also in VYM's top ten, an overlap of at least 2% of the fund.
Cite this page

SmarterDividends, "SPHD vs VYM: Yield, Cost and Returns Compared," updated Nov 8, 2026, https://smarterdividends.com/compare/sphd-vs-vym

$10,000 in each, Oct 2012 to Oct 2026

Distributions reinvested, month-end values, with the S&P 500 for reference.

SPHD became

$36,575

9.7% a year

VYM became

$50,227

12.2% a year

Try other dates, monthly additions or more tickers →

Year by year

YearSPHDVYM
2025+3.4%+15.4%
2024+18.1%+17.6%
2023+1.3%+6.6%
2022+0.6%−0.4%
2021+25.0%+26.2%
2020−10.0%+1.1%
2019+20.2%+24.0%
2018−6.2%−5.9%
2017+11.9%+16.4%
2016+22.4%+17.0%
2015+5.1%+0.3%
2014+20.0%+13.5%
2013+20.8%+30.1%

Total return each calendar year, distributions reinvested.

Top holdings

1 of the top ten overlap, at least 2% of each fund.

SPHD

  1. PFE Pfizer Inc3.8%
  2. VZ Verizon Communications Inc3.1%
  3. CCI Crown Castle Inc2.9%
  4. MO Altria Group Inc2.9%
  5. KHC The Kraft Heinz Co2.9%
  6. GIS General Mills Inc2.8%
  7. VICI VICI Properties Inc Ordinary Shares2.8%
  8. CMCSA Comcast Corp Class A2.4%
  9. CVX Chevron Corp2.4%
  10. OKE ONEOK Inc2.3%

VYM

  1. AVGO Broadcom Inc6.9%
  2. JPM JPMorgan Chase & Co3.8%
  3. XOM ExxonMobil Holdings Corp2.8%
  4. JNJ Johnson & Johnson2.7%
  5. ABBV AbbVie Inc2.0%
  6. CSCO Cisco Systems Inc1.8%
  7. CVX Chevron Corp1.6%
  8. CAT Caterpillar Inc1.6%
  9. MRK Merck & Co Inc1.5%
  10. BAC Bank of America Corp1.5%

SPHD vs VYM: questions

Is SPHD or VYM better?

It depends on the job. SPHD pays more today (4.76% vs 2.31%), VYM costs less, and VYM has the better total return over Oct 2012 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, SPHD or VYM?

SPHD, at 4.76% against 2.31% for VYM as of Nov 8, 2026. On $10,000 that's about $476 vs $231 a year at today's rates.

Which has the better total return?

VYM. From Oct 2012 to Oct 2026, it returned 12.2% a year with distributions reinvested, against 9.7% for SPHD. $10,000 became $50,227 vs $36,575.

Which is cheaper, SPHD or VYM?

VYM, with a 0.04% expense ratio against 0.30%.

Do SPHD and VYM hold the same things?

Partly. 1 of their top ten holdings match (CVX), at least 2% of each fund. Owning both doubles up on those.

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 8, 2026.