VYM — VYM | U.S. High Dividend ETF 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The baseline is a direct read-through of the disclosed ETF or index-like fund. It is led by AL (Air Lease Corporation) 100.00%, with sector exposure of Industrials 100.00%. The baseline metrics show return 8.47%, alpha -2.60%, beta 0.81, Sharpe 0.59, Sortino 0.71, and max drawdown -35.13%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows AL unchanged to 100.00%. Combined with top 5 100.00%, top 10 100.00%, top 20 100.00%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
The strongest recent period was 2026-01-31 (2.52% strategy return, -1.35% benchmark, 3.87% excess, 1.83% turnover), while the weakest was 2026-03-31 (0.09% strategy return, 15.04% benchmark, -14.95% excess, 198.07% turnover). Those periods should be read alongside baseline metrics of return 8.47%, alpha -2.60%, beta 0.81, Sharpe 0.59, Sortino 0.71, and max drawdown -35.13% to judge whether returns came from persistent exposure or a narrow timing window.