VYM: Quality Income Doesn't Have To Have A High Yield
Portfolio Pulse from
VYM, despite its lower yield, is a strong investment due to its blend of dividend growth and capital appreciation, outperforming high-yield ETFs like JEPI and XYLD. It has appreciated 17% in the past year with a total return of 20.60%.
January 17, 2025 | 2:15 pm
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NEGATIVE IMPACT
JEPI has been outperformed by VYM in terms of total return and appreciation over the past year, indicating potential challenges in maintaining competitive returns against lower-yield ETFs.
JEPI's underperformance compared to VYM's 17% appreciation and 20.60% total return suggests it may struggle to attract investors focused on total returns rather than just high yield.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
NEGATIVE IMPACT
XYLD has been outperformed by VYM in terms of total return and appreciation over the past year, which may impact its attractiveness to investors seeking both yield and growth.
XYLD's underperformance relative to VYM's 17% appreciation and 20.60% total return could make it less appealing to investors who prioritize growth alongside yield.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 50
POSITIVE IMPACT
VYM has shown strong performance with a 17% appreciation and a total return of 20.60% over the past year, outperforming high-yield ETFs like JEPI and XYLD. It is considered a strategic investment for dividend growth and capital appreciation.
VYM's strong performance metrics, including a 17% appreciation and a total return of 20.60%, indicate its potential for continued growth. Its ability to outperform high-yield ETFs like JEPI and XYLD suggests it is a solid choice for investors seeking dividend growth and capital appreciation.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100