DCMT vs VYM

Quick Verdict

VYM has a lower expense ratio. DCMT delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: DCMTMore Diversified: VYM

Side-by-Side Comparison

MetricDCMTVYMWinner
Expense Ratio0.66%0.04%
AUM$39M$79.0B
Dividend Yield3.11%2.86%
Holdings9568
YTD Return+30.72%+16.10%
1Y Return+36.24%+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)16.0%14.6%
Max Drawdown-16.0%-58.8%
Fund FamilyDoubleLine FundsVanguard (US)
CategoryCommodityEquity
InceptionJan 31, 2024Nov 10, 2006

DCMT vs VYM Performance

DoubleLine Commodity Strategy ETF (DCMT) is a ETF from DoubleLine Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DCMT returned +36.24% while VYM returned +25.99%. Year to date, DCMT is up 30.72% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

DCMT has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -16.0% for DCMT 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DCMT charges 0.66% per year while VYM charges 0.04%. On a $10,000 position that is $66 vs $4 annually, a gap of $62 per year that compounds over a long holding period. On income, DCMT currently yields 3.11% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

DCMT and VYM share 0 holdings out of 559 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, DCMT or VYM?

DCMT has an expense ratio of 0.66% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $62 per year of difference.

Which performed better, DCMT or VYM?

Over the past year DCMT returned +36.24% vs +25.99% for VYM, so DCMT leads on 1-year performance. Over the longest common window we track (3 years), DCMT annualized +15.40% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, DCMT or VYM?

DCMT has been the more volatile fund at 16.0% annualized versus 14.6% for VYM. Worst drawdown: DCMT -16.0% vs VYM -58.8%.

Should I hold both DCMT and VYM?

DCMT and VYM have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DCMT and VYM?

DCMT and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, DCMT or VYM?

DCMT yields 3.11% while VYM yields 2.86%, so DCMT currently pays the higher dividend yield.

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