DDWM vs VYM

DDWM vs VYM

Which is better, DDWM or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. DDWM is less concentrated, with 11.5% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: DDWM

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

MetricDDWMVYM
Expense Ratio0.40%0.04%Best
AUM$1.5B$81.6B
Dividend Yield2.52%2.22%
Holdings1,462613
YTD Return+6.58%+13.75%Best
1Y Return+13.08%+19.42%Best
3Y Return (annualized)+17.43%+18.22%Best
5Y Return (annualized)+12.15%+12.17%Best
Volatility (annualized)12.3%Best13.9%
Max Drawdown-35.0%Best-35.7%
$10,000 over 5 years$17,742$17,758Best
Top 10 Weight11.5%Best25.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJan 7, 2016Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jan 7, 2016 to Sep 9, 2026 (10.7 years).

DDWM 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 10.7 years both funds cover.

DDWM vs VYM Performance

WisdomTree Dynamic International Equity Fund (DDWM) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DDWM returned +13.08% while VYM returned +19.42%. Year to date, DDWM is up 6.58% versus a gain of 13.75% for VYM.

Over three years, DDWM compounded at +17.43% per year against +18.22% for VYM; over five years the annualized figures are +12.15% and +12.17% respectively. Across the full 11-year window we track, VYM has the edge at +10.78% annualized vs +10.15%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 12.3% for DDWM. 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 -35.0% for DDWM and -35.7% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DDWM charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, DDWM currently yields 2.52% against 2.22% for VYM.

Holdings Overlap

DDWM already in VYM1.2%
VYM already in DDWM0.2%

1.2% of DDWM's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings DDWM also owns.

DDWM and VYM share little of their money.

7 positions in common, counted across the 1,447 positions we hold weights for in DDWM and 603 in VYM, against full books of 1,462 and 613.

What only one of them owns

Our book lists 562 positions for VYM that do not appear in our book for DDWM (97.3% of the fund), and 23 for DDWM that do not appear in VYM (3.6%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DDWMWeight in VYMDifference
ALVAutoliv, Inc. Com0.76%0.04%0.72%
STSensata Technologies Holding Plc0.27%0.03%0.24%
APAApa Corp0.07%0.05%0.02%
SIG:AUSigma Pharmaceuticals Ltd0.07%0.01%0.06%
SCIService Corp International0.02%0.04%0.02%
IPARInter Parfums Inc0.04%0.01%0.03%
FIBKFirst Interstate Bancsystem Inc0.00%0.01%0.01%

You are not choosing between two funds in isolation.

Whichever of DDWM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DDWMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDWM or VYM?

DDWM has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, DDWM or VYM?

Over the past year DDWM returned +13.08% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +10.15% vs +10.78% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDWM or VYM?

VYM has been the more volatile fund at 13.9% annualized versus 12.3% for DDWM. Worst drawdown: DDWM -35.0% vs VYM -35.7%.

Should I hold both DDWM and VYM?

DDWM and VYM have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DDWM and VYM?

1.2% of DDWM's money is in holdings VYM also owns. 0.2% of VYM's is in holdings DDWM also owns. They hold 7 positions in common, counted across the 1,447 positions we hold weights for in DDWM and 603 in VYM.

Which pays a higher dividend, DDWM or VYM?

DDWM yields 2.52% while VYM yields 2.22%, so DDWM currently pays the higher dividend yield.

Is VYM better than DDWM?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. DDWM is less concentrated, with 11.5% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.