HIDV vs VYM
AB US High Dividend ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. HIDV delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | HIDV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $210M | $81.6B | |
| Dividend Yield | 2.30% | 2.24% | |
| Holdings | 107 | 613 | |
| YTD Return | +15.42% | +14.57% | |
| 1Y Return | +22.64% | +21.08% | |
| 3Y Return (annualized) | +20.91% | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | 12.5% | 14.6% | |
| Max Drawdown | -18.8% | -58.8% | |
| Fund Family | AllianceBernstein L.P. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2023 | Nov 10, 2006 |
HIDV vs VYM Performance
AB US High Dividend ETF (HIDV) is a ETF from AllianceBernstein L.P. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HIDV returned +22.64% while VYM returned +21.08%. Year to date, HIDV is up 15.42% versus a gain of 14.57% for VYM.
Over three years, HIDV compounded at +20.91% per year against +18.16% for VYM. Across the full 3-year window we track, HIDV has the edge at +23.13% annualized vs +6.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.5% for HIDV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.8% for HIDV and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HIDV charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, HIDV currently yields 2.30% against 2.24% for VYM.
Holdings Overlap
HIDV and VYM share 64 holdings out of 644 unique holdings combined, representing a 16.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HIDV or VYM?
HIDV has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, HIDV or VYM?
Over the past year HIDV returned +22.64% vs +21.08% for VYM, so HIDV leads on 1-year performance. Over the longest common window we track (3 years), HIDV annualized +23.13% vs +6.99% for VYM. Past performance does not guarantee future results.
Which is riskier, HIDV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.5% for HIDV. Worst drawdown: HIDV -18.8% vs VYM -58.8%.
Should I hold both HIDV and VYM?
HIDV and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HIDV and VYM?
HIDV and VYM share 64 common holdings with a 16.8% weight overlap. Combined, they hold 644 unique securities.
Which pays a higher dividend, HIDV or VYM?
HIDV yields 2.30% while VYM yields 2.24%, so HIDV currently pays the higher dividend yield.
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