DDM vs VYM

DDM vs VYM

Which is better, DDM or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio. DDM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95.

Lower Fees: VYMHigher Returns: DDM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDDMVYM
Expense Ratio0.95%0.04%Best
AUM$573M$81.6B
Dividend Yield0.91%2.22%
Holdings43613
YTD Return+12.58%+12.87%Best
1Y Return+23.41%Best+17.25%
3Y Return (annualized)+24.99%Best+17.66%
5Y Return (annualized)+12.68%Best+11.98%
Volatility (annualized)30.3%14.5%Best
Max Drawdown-82.8%-58.8%Best
$10,000 over 5 years$18,165Best$17,608
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionJun 19, 2006Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 15, 2026 (19.8 years).

DDM vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.8 years both funds cover.

DDM vs VYM Performance

ProShares Ultra Dow30 (DDM) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DDM returned +23.41% while VYM returned +17.25%. Year to date, DDM is up 12.58% versus a gain of 12.87% for VYM.

Over three years, DDM compounded at +24.99% per year against +17.66% for VYM; over five years the annualized figures are +12.68% and +11.98% respectively. Across the full 20-year window we track, DDM has the edge at +11.82% annualized vs +6.90%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DDM has been the more volatile fund, with annualized monthly volatility of 30.3% compared with 14.5% 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 -82.8% for DDM and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DDM charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, DDM currently yields 0.91% against 2.22% for VYM.

Holdings Overlap

VYM already in DDM23.5%

At least 23.5% of VYM's money is in holdings DDM also owns.

Stated as a floor: for DDM, our book for it covers 82.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and DDM share little of their money.

19 positions in common, counted across the 31 positions we hold weights for in DDM and 557 in VYM, against full books of 43 and 613.

Top Shared Holdings

StockWeight in DDMWeight in VYMDifference
GSGoldman Sachs Group Inc/The7.28%1.13%6.15%
CATCaterpillar, Inc.5.68%1.50%4.18%
JPMJpmorgan Chase2.54%3.82%1.28%
JNJJohnson & Johnson - Common1.89%2.51%0.62%
UNHUnitedhealth Group Incorporated2.78%1.52%1.26%
AMGNAmgen Inc.3.06%0.78%2.28%
HDHome Depot Inc/The2.34%1.34%1.00%
CVXChevron Corp1.47%1.48%0.01%
TRVThe Travelers Cos, Inc.2.61%0.32%2.29%
MCDMcdonald'S Corp1.87%0.78%1.09%

23.5% of VYM is already inside DDM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DDMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDM or VYM?

DDM has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, DDM or VYM?

Over the past year DDM returned +23.41% vs +17.25% for VYM, so DDM leads on 1-year performance. Over the longest common window we track (20 years), DDM annualized +11.82% vs +6.90% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDM or VYM?

DDM has been the more volatile fund at 30.3% annualized versus 14.5% for VYM. Worst drawdown: DDM -82.8% vs VYM -58.8%.

Should I hold both DDM and VYM?

DDM and VYM have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between DDM and VYM?

At least 23.5% of VYM's money is in holdings DDM also owns. Our book for DDM is partial, so the real figure is this or higher. They hold 19 positions in common, counted across the 31 positions we hold weights for in DDM and 557 in VYM.

Which pays a higher dividend, DDM or VYM?

DDM yields 0.91% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than DDM?

VYM has a lower expense ratio. DDM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. Which one suits a particular account depends on what it is for. This is information, not a recommendation.