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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

SPYI vs VYM: how they differ

Over the year VYM returned more, +17.6% against +15.8%, and VYM charges 0.04% against 0.68%.

NEOS S&P 500(R) High Income ETF and Vanguard High Dividend Yield Index Fund.

What they hold in common

By the books each fund has filed, SPYI and VYM hold 33% of their money in the same securities at the same weight.

Positions SPYI and VYM both hold, largest shared weight first
HoldingSPYIVYM
Broadcom Inc2.80%8.07%
JPMorgan Chase & Co1.37%3.36%
Johnson & Johnson0.95%2.31%
Exxon Mobil Corp0.89%2.73%
Caterpillar Inc0.77%1.73%
Cisco Systems Inc0.72%1.52%
AbbVie Inc0.69%1.57%
Bank of America Corp0.59%1.45%
UnitedHealth Group Inc0.58%1.41%
Home Depot Inc/The0.55%1.37%
Procter & Gamble Co/The0.53%1.45%
Merck & Co Inc0.50%1.14%
Largest positions each one holds and the other does not
Only in SPYIOnly in VYM
NVIDIA Corp 7.57%Linde PLC 0.98%
Apple Inc 6.59%Eaton Corp PLC 0.71%
Microsoft Corp 4.32%Honeywell International Inc 0.57%
Amazon.com Inc 3.65%Chubb Ltd 0.50%
Alphabet Inc 3.28%Accenture PLC 0.46%
Alphabet Inc 2.61%Medtronic PLC 0.43%
Micron Technology Inc 1.99%Johnson Controls International plc 0.37%
Meta Platforms Inc 1.92%CRH PLC 0.33%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Jun 30, 2026.

SPYI and VYM on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
SPYI
NEOS S&P 500(R) High Income ETF
VYM
Vanguard High Dividend Yield Index Fund
Where it sitsIncome ETFCore index fund
IssuerNEOSVanguard
What it iscovered call, vs SPYUS high dividend
Total return, 1 year+15.8%+17.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−1.7 pts+0.1 pts
Cash paid, 1 year12.1%not an income fund
Expense ratio0.68%0.04%
Holdingsnot filed608

SPYI in plain words

Over the year to Sep 11, 2026, SPYI paid 12.1% of its starting value in cash distributions while its price rose 2.6%. With every distribution reinvested, the fund returned +15.8%. S&P 500 (SPY) returned +17.5% over the same days, so a holder was behind by 1.7 pts. At its price on Sep 11, 2026 the latest distribution annualizes to 12.2%, paid monthly. NEOS estimates that 93% of the distribution paid Jun 18, 2026 was a return of capital (19a-1 notice, estimated, a tax characterization rather than a measure of erosion).

VYM in plain words

VYM is an index equity fund tracking the US high dividend. Over the year to Sep 11, 2026 it returned +17.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.04% a year. By its holdings filed for Apr 30, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 608 positions, with the top ten at 25.7%.

Questions people ask

Which returned more over the last year, SPYI or VYM?
In the year to Sep 13, 2026, with distributions reinvested, SPYI returned +15.8% and VYM returned +17.6%, so VYM returned more. One year is one year; the longer windows are in the table.
Which is cheaper, SPYI or VYM?
SPYI charges 0.68% a year and VYM charges 0.04%, so VYM is cheaper. Fees come from each fund's prospectus.
Are SPYI and VYM the same kind of fund?
No. SPYI is an option-income ETF and VYM is an index ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

SPYI against VYM, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, SPYI against VYM, data as of Sep 13, 2026. https://etfiq.com/compare/any/spyi-vs-vym Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources