$10,000 invested in VHY ETF 5 years ago is now worth…

It may be a dividend-focused investment, but this ASX ETF has delivered impressive capital growth, too.

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Key points

  • The Vanguard Australian Shares High Yield ETF (ASX: VHY), managing $56.3 billion, is a popular choice for income-focused investors, offering exposure to the best ASX dividend stocks while ensuring diversification.
  • VHY ETF primarily invests in financial, materials, and energy sectors, with top holdings including BHP, Commonwealth Bank, and Westpac, and excludes REITs and limits technology exposure.
  • While VHY ETF is a dividend-focused investment, it has delivered impressive capital growth, too.

Vanguard Australian Shares High Yield ETF (ASX: VHY) is the biggest dividend-focused ASX ETF on the market.

With $56.3 billion in funds under management, it's clearly a favourite option among income-focused investors.

Buying an income-focused ETF is an easy way to gain exposure to the best ASX dividend-paying stocks on the market at any given time.

This is because most ASX ETFs follow an index, and index providers update them regularly (usually every quarter).

That's a handy service if you like hands-off investing. It means your ETF will always be up to date with market trends.

The VHY ETF tracks the FTSE Australia High Dividend Yield Index before fees.

According to Vanguard, this ASX ETF provides exposure to stocks that have higher forecast dividends relative to their ASX peers.

But that's not all.

Vanguard says the VHY ETF also provides good long-term capital growth, too.

That's a rare combination for equities.

Which stocks is VHY ETF invested in?

To ensure diversification, the VHY ETF doesn't invest more than 40% of funds in any one industry, and no more than 10% in one share.

Currently, VHY ETF holds 75 companies, 70% of which are large-cap stocks, and real estate investment trusts (REITs) are excluded.

Given income is the focus, this ASX ETF is overweight in financials, materials, and energy shares, and underweight in technology.

VHY ETF's top holdings today are BHP Group Ltd (ASX: BHP) shares at 10% of monies invested, Commonwealth Bank of Australia (ASX: CBA) at 9%, Westpac Banking Corp (ASX: WBC) at 7%, National Australia Bank Ltd (ASX: NAB) at 7%, Telstra Group Ltd (ASX: TLS) at 6%, ANZ Group Holdings Ltd (ASX: ANZ) at 5%, and Woodside Energy Group Ltd (ASX: WDS) at 5%.

What is $10,000 invested 5 years ago now worth?

The VHY ETF is trading at $77.71 per unit on Thursday, up 0.5%.

On 25 September 2020, VHY closed at $51.72 apiece.

If you had put $10,000 into the VHY ETF then, it would have bought you 193 units (for $9,981.96).

There's been a capital gain of $25.49 per unit since then, which equates to $4,919.57.

Then there are the dividends, which is the main form of return investors want with this ETF.

Since 25 September 2020, VHY has paid a total of $20.45 (rounded) per unit in dividends.

That equates to $3,946.85 over five years.

Total returns…

We'll assume you took those dividends as cash, given that most income-focused investors use dividends to fund their lifestyles.

(However, you do have the option to reinvest your VHY ETF dividends to generate even higher returns through compounding over the long term. The VHY ETF has a dividend reinvestment plan (DRP) to help you do this.)

Your capital gain of $4,919.57 plus your distributions of $3,946.85 gives you a total 5-year return, in dollar terms, of $8,866.42.

Remember, you invested $9,981.96 buying your 193 units of VHY on 25 September.

This means you have received a total return, in percentage terms, of 89% over five years.

(And that excludes the benefit of annual franking credits along the way to reduce your tax!)

Motley Fool contributor Bronwyn Allen has positions in BHP Group and Woodside Energy Group. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Transurban Group. The Motley Fool Australia has positions in and has recommended Macquarie Group and Telstra Group. The Motley Fool Australia has recommended BHP Group and Vanguard Australian Shares High Yield ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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