CDPI vs VYM

CDPI vs VYM

Which is better, CDPI or VYM?

All Cap Blend against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCDPIVYM
Expense Ratio0.45%0.04%Best
AUM-$81.6B
Dividend Yield0.00%2.22%
Holdings87613
YTD Return-0.25%+9.71%Best
1Y Return-+13.77%
3Y Return (annualized)-+17.30%
5Y Return (annualized)-+11.45%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Value
InceptionJul 14, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

CDPI vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

CDPI vs VYM Performance

Columbia High Dividend Premium Income ETF (CDPI) is an ETF from Columbia Threadneedle Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, CDPI is down 0.25% versus a gain of 9.71% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

CDPI charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, CDPI currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

VYM already in CDPI52.6%

At least 52.6% of VYM's money is in holdings CDPI also owns.

Stated as a floor: for CDPI, our book for it covers 81.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

73 positions in common, counted across the 83 positions we hold weights for in CDPI and 557 in VYM, against full books of 87 and 613.

Top Shared Holdings

StockWeight in CDPIWeight in VYMDifference
AVGOBroadcom Inc0.66%7.35%6.69%
JPMJpmorgan Chase2.67%3.82%1.15%
XOMExxonmobil Holdings Corp Common Stock Usd2.95%2.63%0.32%
JNJJohnson & Johnson - Common2.44%2.51%0.07%
CSCOCisco Systems Inc. - Ordinary Shares2.36%1.86%0.50%
ABBVAbbvie Inc.1.83%1.80%0.03%
CVXChevron Corp1.88%1.48%0.40%
BACBank of America Corp.: Financials1.58%1.66%0.08%
MRKMerck & Company Inc1.84%1.31%0.53%
GSGoldman Sachs Group Inc/The1.95%1.13%0.82%

52.6% of VYM is already inside CDPI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CDPIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CDPI or VYM?

CDPI has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

What is the holdings overlap between CDPI and VYM?

At least 52.6% of VYM's money is in holdings CDPI also owns. Our book for CDPI is partial, so the real figure is this or higher. They hold 73 positions in common, counted across the 83 positions we hold weights for in CDPI and 557 in VYM.

Which pays a higher dividend, CDPI or VYM?

CDPI yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CDPI?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.