DANA vs VYM
Dana Limited Volatility ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | DANA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $13M | $81.6B | |
| Dividend Yield | 2.35% | 2.24% | |
| Holdings | 83 | 616 | |
| YTD Return | +1.07% | +15.25% | |
| 1Y Return | - | +22.18% | |
| 3Y Return (annualized) | - | +18.83% | |
| 5Y Return (annualized) | - | +12.09% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.0% | -58.8% | |
| Fund Family | Dana Investment Advisors | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 2, 2025 | Nov 10, 2006 |
DANA vs VYM Performance
Dana Limited Volatility ETF (DANA) is a ETF from Dana Investment Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, DANA is up 1.07% versus a gain of 15.25% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.0% for DANA and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
DANA charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, DANA currently yields 2.35% against 2.24% for VYM.
Holdings Overlap
DANA and VYM share 0 holdings out of 608 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DANA or VYM?
DANA has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
What is the holdings overlap between DANA and VYM?
DANA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, DANA or VYM?
DANA yields 2.35% while VYM yields 2.24%, so DANA currently pays the higher dividend yield.
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