Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
SHRYvsVYMETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) and Vanguard High Dividend Yield ETF (VYM) belong to the same industry segment: US High Dividend. SHRY's top 3 sector exposures are Financials, Information Technology and Energy. In contrast, VYM's top sector exposures are Financials, Information Technology and Health Care. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.04% for VYM. SHRY is up 4.76% year-to-date (YTD) with +$28K in YTD flows. VYM performs worse with 4.72% YTD performance, and +$1.13B in YTD flows. Run a side-by-side ETF comparison of SHRY and VYM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHRY vs VYM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY VYM | -1.35%-3.97% | +4.32%+2.41% | +4.76%+4.72% | +9.49%+20.57% | +55.12%+60.19% | +61.09%+73.75% |
| Flows | SHRY VYM | -+$768M | +$28K+$1.88B | +$28K+$1.13B | -$2M+$4.04B | -$6M+$4.06B | -$14M+$16.47B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY VYM | +10.88%+10.60% | +15.79%+15.11% | +13.28%+12.69% | +15.94%+13.92% |
| Max drawdown | SHRY VYM | -3.28%-3.97% | -11.75%-11.51% | -15.23%-14.42% | -23.88%-15.89% |
| Max drawdown duration | SHRY VYM | 8d28d | 37d52d | 208d128d | 717d223d |
SHRY | VYM | |
Last sale 3/11/2026 at 1:30 PM | $43.79 | $150.29 |
| Previous close 03/11/2026 | $43.85 | $150.71 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SHRY | VYM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | VYM | |
|---|---|---|
| Last price | $43.79 | $150.29 |
| 1D performance | -0.13% | -0.28% |
| AuM | $17.55 M | $73.26 B |
| E/R | 0.6% | 0.04% |
SHRY | VYM | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | Vanguard |
| Benchmark | Bloomberg Shareholder Yield Index | FTSE High Dividend Yield Index |
| N° of holdings | 50 | 540 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | November 10, 2006 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SHRY and VYM ETFs performed in 2026?
As of March 10, 2026, SHRY is up 4.76% year-to-date (YTD), while VYM has returned 4.72%. That puts SHRY better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or VYM?
Year-to-date, the SHRY ETF saw +$28K in flows, compared to +$1.13B for VYM.
Which ETF is more volatile: SHRY or VYM?
Over the past year, SHRY had a volatility of 15.79%, while VYM experienced 15.11%.
Which ETF is bigger: SHRY or VYM?
As of March 10, 2026, SHRY holds $17.55 M in assets under management (AUM), while VYM manages $73.26 B.
What sectors do the SHRY and VYM ETFs invest in?
SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, VYM focuses on Financials, Information Technology and Health Care.
What are the top holdings of the SHRY ETF and VYM ETF?
SHRY top holdings include COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. VYM holds in its top three: BROADCOM LIMITED, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: SHRY or VYM?
SHRY holds 50 securities with 51.26% of its assets in the top 15. VYM has 562 securities and a top 15 weight of 32.97%.
ETF Comparison: Vanguard High Dividend Yield ETF (VYM) Versus Schwab U.S. Dividend Equity ETF (SCHD)
ETF Comparison: Vanguard Dividend Appreciation ETF (VIG) Versus Vanguard High Dividend Yield ETF (VYM)
Dividend Growth, High Yield, & Dividend Quality ETFs: What's the Difference?
New Year Outlook – ETFs to Consider in 2023
New Year Outlook – ETFs to Consider in 2023
3 high-yield dividend ETFs for income investors
Factor series – High dividend yield ETFs
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
