ETF comparison
PEY vs VYM
Both Dividend.
Invesco High Yield Equity Dividend Achievers ETF · Vanguard High Dividend Yield Index Fund ETF Shares
Holdings overlap
47 positions appear in both funds. Buying equal dollars of PEY and VYM would leave roughly 6.9% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
VYM is 64 bps cheaper than PEY. On a $100,000 position that's about $640/yr more in fees for PEY.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with PEY vs VYM.
Top shared holdings
47 shared in total| # | Holding | In PEY | In VYM | Overlap |
|---|---|---|---|---|
| 1 | Chevron Corp. | 1.57% | 1.48% | 1.48% |
| 2 | Verizon Communications Inc. | 2.15% | 0.80% | 0.80% |
| 3 | Pfizer Inc. | 2.39% | 0.58% | 0.58% |
| 4 | Bristol-Myers Squibb Co. | 1.90% | 0.54% | 0.54% |
| 5 | Altria Group, Inc. | 2.25% | 0.46% | 0.46% |
| 6 | U.S. Bancorp | 1.64% | 0.40% | 0.40% |
| 7 | Comcast Corp. | 1.88% | 0.34% | 0.34% |
| 8 | United Parcel Service, Inc. | 2.28% | 0.32% | 0.32% |
| 9 | Target Corp. | 1.55% | 0.27% | 0.27% |
| 10 | Prudential Financial, Inc. | 2.52% | 0.17% | 0.17% |
| 11 | Paychex, Inc. | 2.09% | 0.15% | 0.15% |
| 12 | Kimberly-Clark Corp. | 2.21% | 0.15% | 0.15% |
Only in PEY
3 total- Main Street Capital Corp. 2.43%
- Peoples Bancorp Inc. 2.16%
- Federal Agricultural Mortgage Corp. 1.67%
Only in VYM
557 total- Broadcom Inc 7.35%
- JPMorgan Chase & Co 3.82%
- ExxonMobil Holdings Corp 2.63%
- Johnson & Johnson 2.51%
- Cisco Systems Inc 1.86%
- AbbVie Inc 1.80%
- Bank of America Corp 1.66%
- UnitedHealth Group Inc 1.52%
- Caterpillar Inc 1.50%
- Coca-Cola Co/The 1.38%
Related comparisons
More comparisons with PEY
- PEY vs VTV · Vanguard Morningstar Value ETF 5.2%
- PEY vs IWD · iShares Russell 1000 Value ETF 4.2%
- PEY vs CGDV · Capital Group Dividend Value ETF 2.8%
- PEY vs VO · Vanguard Morningstar Mid-Cap ETF 2.6%
- PEY vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 2.5%
- PEY vs SPY · State Street SPDR S&P 500 ETF Trust 2.4%
More comparisons with VYM
- VYM vs VFLO · Victoryshares Free Cash Flow ETF 6.6%
- VYM vs SCHM · Schwab U.S. Mid-Cap ETF 6.6%
- VYM vs BBMC · JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 6.0%
- VYM vs DFAT · U.S. Targeted Value Portfolio-ETF Class Shares 5.7%
- VYM vs DON · WisdomTree U.S. MidCap Dividend Fund 5.6%
- VYM vs SMLF · iShares U.S. Small-Cap Equity Factor ETF 5.3%
Percentages are holdings overlap with the named fund.
Open PEY or VYM at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.