VYM Is Beating the S&P 500 With a 17% Year-to-Date Return by Owning What Wall Street Won’t

yf_tkr_AVGO · 2026-08-20

$VYM $AVGO

A mechanical yield screen is quietly outpacing the S&P 500 this year by excluding most of the AI complex before a single share is purchased, and the valuation gap it creates raises a question worth answering before the rotation reverses.

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