VIG vs VYM: I Ran The Math On $100,000 (Honest Results)
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VYM is beating VIG in every timeframe that matters right now except one β and that one exception is the 10-year total return race, where VIG wins by 1.5 percentage points while VYM wins on current yield, recent three and five year performance, lower volatility, and more holdings. This video runs the full $100,000 math at both funds' 10-year annualized returns and lands on a result most comparison articles never show: VIG produces $42,000 more in portfolio value at year 10 but $150 less per month in dividend income than VYM, because a larger position at a lower yield still pays out less than a smaller position at a higher yield. The choice between them is not which fund is better β it is which result you actually need at year 10.
π¨Get Trade Ideas & Market Updates: π https://theweeklywheel.beehiiv.com/
VYM is beating VIG in every timeframe that matters right now except one β and that one exception is the 10-year total return race, where VIG wins by 1.5 percentage points while VYM wins on current yield, recent three and five year performance, lower volatility, and more holdings. This video runs the full $100,000 math at both funds' 10-year annualized returns and lands on a result most comparison articles never show: VIG produces $42,000 more in portfolio value at year 10 but $150 less per month in dividend income than VYM, because a larger position at a lower yield still pays out less than a smaller position at a higher yield. The choice between them is not which fund is better β it is which result you actually need at year 10.
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