VINIX yields 2.88% · VYM yields 2.41%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, VINIX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of VINIX + VYM for your $10,000?
Seeks to track the performance of the Standard & Poor’s 500 Index, which measures the investment return of large-capitalization stocks.Follows a passively managed, full-replication approach.Provides a convenient way to match the performance of a substantial portion of the nation’s largest stocks.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VINIX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.