HomeComparePLAN vs VYM

PLAN vs VYM: Dividend Comparison 2026

PLAN yields 3.14% · VYM yields 2.41%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VYM wins by $3.4K in total portfolio value
10 years
PLAN
PLAN
● Live price
3.14%
Share price
$63.73
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.5K
Annual income
$384.11
Full PLAN 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 — PLAN 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 PeriodPLANVYM
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, PLAN + VYM cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PLAN 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.

PLAN
Annual income on $10K today (after 15% tax)
$266.75/yr
After 10yr DRIP, annual income (after tax)
$326.49/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, PLAN beats the other by $89.73/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 PLAN + VYM for your $10,000?

PLAN: 50%VYM: 50%
100% VYM50/50100% PLAN
Portfolio after 10yr
$26.2K
Annual income
$331.33/yr
Blended yield
1.27%
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Analyst Conviction Gap

Where Wall Street is most bullish on PLAN right now

PLAN
Analyst Ratings
1
Buy
3
Hold
Consensus: Hold
Price Target
$63.63
-0.2% upside vs current
Range: $48.00 — $88.00
Altman Z
9.2
Piotroski
3/9
VYM
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PLAN 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 →
MetricPLANVYM
Forward yield3.14%2.41%
Annual dividend / share$2.00$3.51
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.5K$27.8K
Annual income after 10y$384.11$278.55
Total dividends collected$3.5K$2.6K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearPLAN PortfolioPLAN Income/yrVYM PortfolioVYM Income/yrGap
1← crossover$11,014$313.82$11,151$241.44$137.00VYM
2$12,108$323.03$12,413$246.79$305.00VYM
3$13,287$331.88$13,794$251.79$507.00VYM
4$14,558$340.38$15,306$256.47$748.00VYM
5$15,925$348.53$16,960$260.84$1.0KVYM
6$17,396$356.33$18,768$264.92$1.4KVYM
7$18,978$363.78$20,745$268.71$1.8KVYM
8$20,677$370.89$22,905$272.24$2.2KVYM
9$22,502$377.67$25,265$275.51$2.8KVYM
10$24,462$384.11$27,842$278.55$3.4KVYM

PLAN vs VYM: Complete Analysis 2026

PLANStock

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its platform in-memory data storage and calculation capabilities deliver calculations of data in real time and provide a single source of information for planning, ensuring the consistency, quality, and integrity of the data utilized across the enterprise. The company delivers its application over the Internet as a subscription service using a software-as-a-service model, as well as offers professional services related to implementing and supporting its application. It serves banking, capital markets, consumer products, healthcare, insurance, life science, media, professional services, retail, technology, telecom, and transportation industries, as well as government agencies. Anaplan, Inc. was founded in 2008 and is headquartered in San Francisco, California.

Full PLAN 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.