All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2006-11-16💬 to Mon 2026-07-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VYM × |
+488.03%
+9.41%/yr |
+10.61%/yr
R2=0.946 |
||||
| Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SPY × |
+657.04%
+10.83%/yr |
+12.34%/yr
R2=0.950 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Thu 2006-11-16💬 to Mon 2026-07-27 |
Start
Value |
End
Value |
|---|---|---|
| VYM × |
$10,000.00
2006-11-16 |
$58,802.70
2026-07-27 |
| SPY × |
$10,000.00
2006-11-16 |
$75,703.71
2026-07-27 |
| YTD | YoY | |
|---|---|---|
| VYM × | +14.76% | +22.10% |
| SPY × | +8.96% | +17.29% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| VYM × |
—
on 2026-07-27 |
−56.98%
on 2009-03-05 from 2007-10-09 peak |
| SPY × |
−2.45%
on 2026-07-27 from 2026-06-02 peak |
−55.19%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Mon 2026-07-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| VYM × | +22.10% |
+38.80% +17.81%/yr |
+61.37% +17.29%/yr |
+78.93% +12.34%/yr |
+201.51% +11.67%/yr |
| SPY × | +17.29% |
+38.97% +17.88%/yr |
+69.55% +19.24%/yr |
+80.13% +12.49%/yr |
+300.74% +14.89%/yr |
| Year | VYM | SPY |
|---|---|---|
| 2026 (YTD) | +14.76% | +8.96% |
| 2025 | +15.43% | +17.72% |
| 2024 | +17.60% | +24.89% |
| 2023 | +6.59% | +26.18% |
| 2022 | −0.45% | −18.18% |
| 2021 | +26.20% | +28.73% |
| 2020 | +1.15% | +18.33% |
| 2019 | +24.06% | +31.22% |
| 2018 | −5.92% | −4.57% |
| 2017 | +16.42% | +21.71% |
| 2016 | +17.04% | +12.00% |
| 2015 | +0.28% | +1.23% |
| 2014 | +13.54% | +13.46% |
| 2013 | +30.08% | +32.31% |
| 2012 | +12.69% | +15.99% |
| 2011 | +10.55% | +1.90% |
| 2010 | +14.22% | +15.06% |
| 2009 | +17.19% | +26.35% |
| 2008 | −31.92% | −36.79% |
| 2007 | +1.37% | +5.15% |
| 2006 | +2.83% | +15.85% |
| 2005 | — | +4.83% |
| 2004 | — | +10.70% |
| 2003 | — | +28.18% |
| 2002 | — | −21.58% |
| 2001 | — | −11.76% |
| 2000 | — | −9.74% |
| 1999 | — | +20.39% |
| 1998 | — | +28.69% |
| 1997 | — | +33.48% |
| 1996 | — | +22.56% |
| 1995 | — | +38.04% |
| 1994 | — | +0.40% |
| 1993 | — | +8.64% |