HEMI vs VYM

HEMI vs VYM

Which is better, HEMI or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 46.0%.

Lower Fees: VYMLess Concentrated: 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

MetricHEMIVYM
Expense Ratio0.49%0.04%Best
AUM$36M$81.6B
Dividend Yield6.49%2.22%
Holdings85613
YTD Return+1.21%+12.87%Best
1Y Return-+17.25%
3Y Return (annualized)-+17.66%
5Y Return (annualized)-+11.98%
Top 10 Weight46.0%26.1%Best
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionDec 16, 2025Nov 10, 2006

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

HEMI 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.

HEMI vs VYM Performance

Hartford Equity Premium Income ETF (HEMI) is an ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, HEMI is up 1.21% versus a gain of 12.87% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

HEMI charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, HEMI currently yields 6.49% against 2.22% for VYM.

Holdings Overlap

HEMI already in VYM22.8%
VYM already in HEMI24.6%

22.8% of HEMI's money is in holdings VYM also owns. 24.6% of VYM's money is in holdings HEMI also owns.

VYM and HEMI share little of their money.

26 positions in common, counted across the 76 positions we hold weights for in HEMI and 557 in VYM, against full books of 85 and 613.

What only one of them owns

Our book lists 502 positions for VYM that do not appear in our book for HEMI (72.5% of the fund), and 48 for HEMI that do not appear in VYM (72.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in HEMIWeight in VYMDifference
AVGOBroadcom Inc3.41%7.35%3.94%
JPMJpmorgan Chase2.38%3.82%1.44%
MRKMerck & Company Inc1.26%1.31%0.05%
WFCWells Fargo & Co.1.32%1.07%0.25%
CSCOCisco Systems Inc. - Ordinary Shares0.51%1.86%1.35%
PMPhilip Morris International Inc.1.14%1.21%0.07%
TXNTexas Instrument Inc1.22%1.02%0.20%
GSGoldman Sachs Group Inc/The1.11%1.13%0.02%
GILDGilead Sciences0.87%0.66%0.21%
LOWLowes Cos., Inc.1.04%0.47%0.57%

24.6% of VYM is already inside HEMI.

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

HEMIVYM

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Frequently Asked Questions

Which is cheaper, HEMI or VYM?

HEMI has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

What is the holdings overlap between HEMI and VYM?

24.6% of VYM's money is in holdings HEMI also owns. 24.6% of VYM's is in holdings HEMI also owns. They hold 26 positions in common, counted across the 76 positions we hold weights for in HEMI and 557 in VYM.

Which pays a higher dividend, HEMI or VYM?

HEMI yields 6.49% while VYM yields 2.22%, so HEMI currently pays the higher dividend yield.

Is VYM better than HEMI?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 46.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.