Finance ❯ Investments ❯ Performance Metrics

Total Return

Dividend Yield 1-Year Return Trailing Returns Annual Returns Expense Ratios Annual Return

Vanguard’s VYM Posts About 200% 10‑Year Gain but Trails on Income Versus SCHD

Its market‑cap weighting lowers headline yield while concentrating exposure in a few large names, a tradeoff that can cut retirees’ annual cash flow.

Low‑Cost VONG Keeps Long‑Run Lead as Small‑Cap Growth ETFs Outpace It Short Term

MUB Outpaced VGIT Over the Past Year

Vanguard Large‑Cap Growth VUG and Small‑Cap VBK Offer Different Bets on Growth

MUB vs FIGB: Choosing Between Tax-Free Income and Broader Bond Exposure

VIG’s 6.6% Yield on Cost Puts Dividend Strategy Trade‑Offs in Focus

Investors Look Beyond S&P 500 as Small Caps Hit Records and Outperform