HEMI vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricHEMIVYMWinner
Expense Ratio0.49%0.04%
AUM$35M$79.0B
Dividend Yield4.98%2.86%
Holdings87568
YTD Return+4.02%+15.57%
1Y Return-+25.99%
3Y Return (annualized)-+18.02%
5Y Return (annualized)-+12.71%
Volatility (annualized)-14.6%
Max Drawdown-9.8%-58.8%
Fund FamilyHartford FundsVanguard (US)
CategoryEquityEquity
InceptionDec 16, 2025Nov 10, 2006

HEMI vs VYM Performance

Hartford Equity Premium Income ETF (HEMI) is a ETF from Hartford Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, HEMI is up 4.02% versus a gain of 15.57% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -9.8% for HEMI and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

HEMI charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, HEMI currently yields 4.98% against 2.86% for VYM.

Holdings Overlap

19.4%overlap

HEMI and VYM share 28 holdings out of 607 unique holdings combined, representing a 19.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in HEMIWeight in VYMDifference
AVGO3.56%6.47%2.91%
JPM2.38%3.36%0.98%
WMT1.34%2.44%1.10%
MRKProProPro
WFCProProPro
PMProProPro
TXNProProPro
GSProProPro
CSCOProProPro
LOWProProPro
See all 10 holdings HEMI shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, HEMI or VYM?

HEMI has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

What is the holdings overlap between HEMI and VYM?

HEMI and VYM share 28 common holdings with a 19.4% weight overlap. Combined, they hold 607 unique securities.

Which pays a higher dividend, HEMI or VYM?

HEMI yields 4.98% while VYM yields 2.86%, so HEMI currently pays the higher dividend yield.

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