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FWD vs VYM: Dividend Comparison 2026

FWD yields 0.11% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VYM wins by $8.0K in total portfolio value
10 years
FWD
FWD
● Live price
0.11%
Share price
$108.56
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.8K
Annual income
$11.02
Full FWD calculator →
VYM
Vanguard High Dividend Yield ETF
● Live price
2.41%
Share price
$145.48
Annual div
$3.51
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.8K
Annual income
$278.55
Full VYM calculator →

Portfolio growth — FWD vs VYM

📍 VYM pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodFWDVYM
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, FWD + VYM cover 0 of 12 months — good coverage

Jan
—
Feb
—
Mar
—
Apr
—
May
—
Jun
—
Jul
—
Aug
—
Sep
—
Oct
—
Nov
—
Dec
—
FWD pays
VYM pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

FWD
Annual income on $10K today (after 15% tax)
$9.30/yr
After 10yr DRIP, annual income (after tax)
$9.37/yr
VYM
Annual income on $10K today (after 15% tax)
$205.23/yr
After 10yr DRIP, annual income (after tax)
$236.77/yr
At 15% tax rate, VYM beats the other by $227.40/year in after-tax income after 10 years on $10,000
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Lazy Portfolio Split Optimizer

What's the optimal mix of FWD + VYM for your $10,000?

FWD: 50%VYM: 50%
100% VYM50/50100% FWD
Portfolio after 10yr
$23.8K
Annual income
$144.78/yr
Blended yield
0.61%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FWD buys
0
VYM buys
1
PoliticianChamberTickerTypeAmountDate
Carol Devine Miller🏢 House$VYM▲ Buy$15,001 - $50,0002022-11-02
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFWDVYM
Forward yield0.11%2.41% ✓
Annual dividend / share$0.12$3.51 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.8K$27.8K ✓
Annual income after 10y$11.02$278.55 ✓
Total dividends collected$110.00 ✓$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: FWD vs VYM ($10,000, DRIP)

YearFWD PortfolioFWD Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$10,711$10.94$11,151$241.44$440.00 → VYM
2$11,472$10.95$12,413$246.79$941.00 → VYM
3$12,286$10.96$13,794$251.79$1.5K → VYM
4$13,157$10.97$15,306$256.47$2.1K → VYM
5$14,089$10.98$16,960$260.84$2.9K → VYM
6$15,086$10.99$18,768$264.92$3.7K → VYM
7$16,153$11.00$20,745$268.71$4.6K → VYM
8$17,294$11.01$22,905$272.24$5.6K → VYM
9$18,516$11.01$25,265$275.51$6.7K → VYM
10$19,823$11.02$27,842$278.55$8.0K → VYM

FWD vs VYM: Complete Analysis 2026

FWD — Stock

An actively managed strategy that takes a thematic approach to identify disruptive leaders across sectors and geographies and seeks long-term growth of capital

Full FWD Calculator →

VYM — ETF

Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.

Full VYM Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.