DBEZ vs VYM
Xtrackers MSCI Eurozone Hedged Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | DBEZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $77M | $81.6B | |
| Dividend Yield | 1.26% | 2.24% | |
| Holdings | 599 | 616 | |
| YTD Return | +14.23% | +15.75% | |
| 1Y Return | +23.12% | +23.85% | |
| 3Y Return (annualized) | +19.63% | +19.14% | |
| 5Y Return (annualized) | +12.32% | +12.45% | |
| Volatility (annualized) | 16.3% | 14.6% | |
| Max Drawdown | -38.8% | -58.8% | |
| Fund Family | Xtrackers ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 10, 2014 | Nov 10, 2006 |
DBEZ vs VYM Performance
Xtrackers MSCI Eurozone Hedged Equity ETF (DBEZ) is a ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DBEZ returned +23.12% while VYM returned +23.85%. Year to date, DBEZ is up 14.23% versus a gain of 15.75% for VYM.
Over three years, DBEZ compounded at +19.63% per year against +19.14% for VYM; over five years the annualized figures are +12.32% and +12.45% respectively. Across the full 12-year window we track, DBEZ has the edge at +9.78% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DBEZ has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -38.8% for DBEZ and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DBEZ charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, DBEZ currently yields 1.26% against 2.24% for VYM.
Holdings Overlap
DBEZ and VYM share 1 holdings out of 1191 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DBEZ | Weight in VYM | Difference |
|---|---|---|---|
| AM | 0.07% | 0.03% | 0.04% |
Frequently Asked Questions
Which is cheaper, DBEZ or VYM?
DBEZ has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, DBEZ or VYM?
Over the past year DBEZ returned +23.12% vs +23.85% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (12 years), DBEZ annualized +9.78% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, DBEZ or VYM?
DBEZ has been the more volatile fund at 16.3% annualized versus 14.6% for VYM. Worst drawdown: DBEZ -38.8% vs VYM -58.8%.
Should I hold both DBEZ and VYM?
DBEZ and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DBEZ and VYM?
DBEZ and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1191 unique securities.
Which pays a higher dividend, DBEZ or VYM?
DBEZ yields 1.26% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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