HEMI vs VYM

HEMI vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricHEMIVYMWinner
Expense Ratio0.49%0.04%
AUM$37M$81.6B
Dividend Yield5.72%2.24%
Holdings85616
YTD Return+3.11%+15.25%
1Y Return-+22.18%
3Y Return (annualized)-+18.83%
5Y Return (annualized)-+12.09%
Volatility (annualized)-14.6%
Max Drawdown-9.8%-58.8%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionDec 16, 2025Nov 10, 2006

HEMI vs VYM Performance

Hartford Equity Premium Income ETF (HEMI) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, HEMI is up 3.11% versus a gain of 15.25% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.8% for HEMI and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 5.72% against 2.24% for VYM.

Holdings Overlap

17.6%overlap

HEMI and VYM share 27 holdings out of 653 unique holdings combined, representing a 17.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HEMIWeight in VYMDifference
AVGO3.56%7.29%3.73%
JPM2.38%3.38%1.00%
MRK1.33%1.32%0.01%
TXNProProPro
CSCOProProPro
WFCProProPro
PMProProPro
GSProProPro
LOWProProPro
GILDProProPro
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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. On a $10,000 investment, that is $45 per year of difference.

What is the holdings overlap between HEMI and VYM?

HEMI and VYM share 27 common holdings with a 17.6% weight overlap. Combined, they hold 653 unique securities.

Which pays a higher dividend, HEMI or VYM?

HEMI yields 5.72% while VYM yields 2.24%, so HEMI currently pays the higher dividend yield.

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