HomeCompareLPEFX vs VYM

LPEFX vs VYM: Dividend Comparison 2026

LPEFX yields 18.65% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 LPEFX wins by $39.4K in total portfolio value
10 years
LPEFX
LPEFX
● Live price
18.65%
Share price
$4.69
Annual div
$0.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$67.2K
Annual income
$5,821.30
Full LPEFX 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 — LPEFX vs VYM

📍 LPEFX 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 PeriodLPEFXVYM
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, LPEFX + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
LPEFX pays
VYM pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

LPEFX
Annual income on $10K today (after 15% tax)
$1,585.57/yr
After 10yr DRIP, annual income (after tax)
$4,948.11/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, LPEFX beats the other by $4,711.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

LPEFX: 50%VYM: 50%
100% VYM50/50100% LPEFX
Portfolio after 10yr
$47.5K
Annual income
$3,049.92/yr
Blended yield
6.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LPEFX 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 →
MetricLPEFXVYM
Forward yield18.65%2.41%
Annual dividend / share$0.87$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$67.2K$27.8K
Annual income after 10y$5,821.30$278.55
Total dividends collected$36.8K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearLPEFX PortfolioLPEFX Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$12,565$1,865.37$11,151$241.44+$1.4KLPEFX
2$15,636$2,190.57$12,413$246.79+$3.2KLPEFX
3$19,277$2,547.48$13,794$251.79+$5.5KLPEFX
4$23,562$2,935.38$15,306$256.47+$8.3KLPEFX
5$28,565$3,353.11$16,960$260.84+$11.6KLPEFX
6$34,363$3,799.07$18,768$264.92+$15.6KLPEFX
7$41,040$4,271.29$20,745$268.71+$20.3KLPEFX
8$48,680$4,767.47$22,905$272.24+$25.8KLPEFX
9$57,373$5,285.05$25,265$275.51+$32.1KLPEFX
10$67,210$5,821.30$27,842$278.55+$39.4KLPEFX

LPEFX vs VYM: Complete Analysis 2026

LPEFXStock

The ALPS Global Opportunity Fund seeks to maximize total return.

Full LPEFX Calculator →

VYMETF

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.