DFUV vs VYM
Dimensional US Marketwide Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. DFUV delivered stronger 1-year returns. DFUV offers more diversification with 1,342 holdings.
Side-by-Side Comparison
| Metric | DFUV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.21% | 0.04% | |
| AUM | $16.0B | $81.6B | |
| Dividend Yield | 1.30% | 2.24% | |
| Holdings | 1,342 | 616 | |
| YTD Return | +22.74% | +15.34% | |
| 1Y Return | +34.07% | +23.24% | |
| 3Y Return (annualized) | +20.51% | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 16.3% | 14.6% | |
| Max Drawdown | -17.6% | -58.8% | |
| Fund Family | Dimensional | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 31, 2024 | Nov 10, 2006 |
DFUV vs VYM Performance
Dimensional US Marketwide Value ETF (DFUV) is a ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DFUV returned +34.07% while VYM returned +23.24%. Year to date, DFUV is up 22.74% versus a gain of 15.34% for VYM.
Over three years, DFUV compounded at +20.51% per year against +19.22% for VYM. Across the full 4-year window we track, DFUV has the edge at +15.32% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFUV has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -17.6% for DFUV 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DFUV charges 0.21% per year while VYM charges 0.04%. On a $10,000 position that is $21 vs $4 annually, a gap of $17 per year that compounds over a long holding period. On income, DFUV currently yields 1.30% against 2.24% for VYM.
Holdings Overlap
DFUV and VYM share 412 holdings out of 1520 unique holdings combined, representing a 49.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DFUV or VYM?
DFUV has an expense ratio of 0.21% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, DFUV or VYM?
Over the past year DFUV returned +34.07% vs +23.24% for VYM, so DFUV leads on 1-year performance. Over the longest common window we track (4 years), DFUV annualized +15.32% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, DFUV or VYM?
DFUV has been the more volatile fund at 16.3% annualized versus 14.6% for VYM. Worst drawdown: DFUV -17.6% vs VYM -58.8%.
Should I hold both DFUV and VYM?
DFUV and VYM have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DFUV and VYM?
DFUV and VYM share 412 common holdings with a 49.5% weight overlap. Combined, they hold 1520 unique securities.
Which pays a higher dividend, DFUV or VYM?
DFUV yields 1.30% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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