DFP vs VYM

DFP vs VYM

Which is better, DFP or VYM?

Preferred Stock against Large Cap Value.

VYM led over 1Y, 3Y, 5Y and the full window.

Higher Returns: VYM

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

MetricDFPVYM
Expense Ratio-0.04%
AUM$457M$81.6B
Dividend Yield6.92%2.24%
Holdings245613
YTD Return+1.49%+14.82%Best
1Y Return+2.89%+20.84%Best
3Y Return (annualized)+12.97%+18.64%Best
5Y Return (annualized)+0.12%+12.28%Best
Volatility (annualized)20.7%14.7%Best
Max Drawdown-66.8%-58.8%Best
$10,000 over 5 years$10,060$17,845Best
Fund FamilyFlaherty & CrumrineVanguard (US)
CategoryAllocation/BalancedEquity
StylePreferred StockLarge Cap Value
InceptionMay 24, 2013Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 12, 2007 to Sep 4, 2026 (19.1 years).

DFP 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 19.1 years both funds cover.

DFP vs VYM Performance

Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (DFP) is an ETF from Flaherty & Crumrine and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DFP returned +2.89% while VYM returned +20.84%. Year to date, DFP is up 1.49% versus a gain of 14.82% for VYM.

Over three years, DFP compounded at +12.97% per year against +18.64% for VYM; over five years the annualized figures are +0.12% and +12.28% respectively. Across the full 19-year window we track, VYM has the edge at +6.73% annualized vs +1.16%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DFP has been the more volatile fund, with annualized monthly volatility of 20.7% compared with 14.7% 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 -66.8% for DFP 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 0.52. They move together some of the time, and apart the rest.

Holdings Overlap

VYM already in DFP2.0%

At least 2.0% of VYM's money is in holdings DFP also owns.

Only one direction is shown: for DFP, our book for it lists positions totalling 125.2% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.

VYM and DFP share little of their money.

The two holdings books were reported 214 days apart, DFP as of Nov 28, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

20 positions in common, counted across the 185 positions we hold weights for in DFP and 602 in VYM, against full books of 245 and 613.

Top Shared Holdings

StockWeight in DFPWeight in VYMDifference
SYFSynchrony Financial1.38%0.11%1.27%
CFGCitizens Financial Group Inc0.91%0.12%0.79%
WSBCWesBanco Inc0.93%0.02%0.91%
HBANHuntington Bancshares Inc./Oh0.76%0.15%0.61%
APOApollo Global Management Inc0.64%0.21%0.43%
MTBM&T Bank Corp0.69%0.15%0.54%
BKBank Of New York Mellon Corp/The Bk Us Equity0.40%0.41%0.01%
RGAReinsurance Group Of America Inc0.71%0.06%0.65%
UMBFUmb Financial Corp0.64%0.04%0.60%
FITBFifth Third Bancorp0.42%0.21%0.21%

You are not choosing between two funds in isolation.

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

DFPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which performed better, DFP or VYM?

Over the past year DFP returned +2.89% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), DFP annualized +1.16% vs +6.73% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DFP or VYM?

DFP has been the more volatile fund at 20.7% annualized versus 14.7% for VYM. Worst drawdown: DFP -66.8% vs VYM -58.8%.

Should I hold both DFP and VYM?

DFP and VYM have a monthly-return correlation of 0.52, 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 DFP and VYM?

At least 2.0% of VYM's money is in holdings DFP also owns. Our book for DFP is partial, so the real figure is this or higher. They hold 20 positions in common, counted across the 185 positions we hold weights for in DFP and 602 in VYM.

Which pays a higher dividend, DFP or VYM?

DFP yields 6.92% while VYM yields 2.24%, so DFP currently pays the higher dividend yield.

Is VYM better than DFP?

VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.