DEXC vs VYM

DEXC vs VYM
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Quick Verdict

VYM has a lower expense ratio. DEXC delivered stronger 1-year returns. DEXC offers more diversification with 1,987 holdings.

Lower Fees: VYMHigher Returns: DEXCMore Diversified: DEXC

Side-by-Side Comparison

MetricDEXCVYMWinner
Expense Ratio0.43%0.04%
AUM$322M$81.6B
Dividend Yield1.64%2.24%
Holdings1,987616
YTD Return+24.70%+15.75%
1Y Return+40.91%+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)21.0%14.6%
Max Drawdown-18.3%-58.8%
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
InceptionNov 13, 2024Nov 10, 2006

DEXC vs VYM Performance

Dimensional Emerging Markets ex China Core Equity ETF (DEXC) is a ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DEXC returned +40.91% while VYM returned +23.85%. Year to date, DEXC is up 24.70% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

DEXC has been the more volatile fund, with annualized monthly volatility of 21.0% 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 -18.3% for DEXC 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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DEXC charges 0.43% per year while VYM charges 0.04%. On a $10,000 position that is $43 vs $4 annually, a gap of $39 per year that compounds over a long holding period. On income, DEXC currently yields 1.64% against 2.24% for VYM.

Holdings Overlap

29.6%overlap

DEXC and VYM share 490 holdings out of 2075 unique holdings combined, representing a 29.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DEXCWeight in VYMDifference
AVGO0.05%7.29%7.24%
JPM0.70%3.38%2.68%
XOM0.54%2.36%1.82%
JNJProProPro
CATProProPro
ABBVProProPro
CSCOProProPro
HDProProPro
UNHProProPro
MRKProProPro
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Frequently Asked Questions

Which is cheaper, DEXC or VYM?

DEXC has an expense ratio of 0.43% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $39 per year of difference.

Which performed better, DEXC or VYM?

Over the past year DEXC returned +40.91% vs +23.85% for VYM, so DEXC leads on 1-year performance. Over the longest common window we track (2 years), DEXC annualized +30.56% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, DEXC or VYM?

DEXC has been the more volatile fund at 21.0% annualized versus 14.6% for VYM. Worst drawdown: DEXC -18.3% vs VYM -58.8%.

Should I hold both DEXC and VYM?

DEXC and VYM have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DEXC and VYM?

DEXC and VYM share 490 common holdings with a 29.6% weight overlap. Combined, they hold 2075 unique securities.

Which pays a higher dividend, DEXC or VYM?

DEXC yields 1.64% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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