DGIN vs VYM

DGIN vs VYM

Which is better, DGIN or VYM?

All Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 62.2%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: 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

MetricDGINVYM
Expense Ratio0.70%0.04%Best
AUM$15M$81.6B
Dividend Yield2.14%2.24%
Holdings31613
YTD Return-8.55%+14.82%Best
1Y Return-6.31%+20.84%Best
3Y Return (annualized)+4.96%+18.64%Best
5Y Return (annualized)-+12.28%
Volatility (annualized)17.2%13.8%Best
Max Drawdown-33.6%-15.8%Best
$10,000 over 4.5 years$10,836$16,841Best
Top 10 Weight62.2%25.9%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Value
InceptionFeb 15, 2022Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Feb 17, 2022 to Sep 4, 2026 (4.5 years).

DGIN 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 4.5 years both funds cover.

DGIN vs VYM Performance

VanEck Digital India ETF (DGIN) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DGIN returned -6.31% while VYM returned +20.84%. Year to date, DGIN is down 8.55% versus a gain of 14.82% for VYM.

Over three years, DGIN compounded at +4.96% per year against +18.64% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DGIN has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 13.8% 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 -33.6% for DGIN and -15.8% 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 0.40. They move together some of the time, and apart the rest.

Fees and Cost Over Time

DGIN charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, DGIN currently yields 2.14% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 30 holdings in DGIN and 603 in VYM, totalling 102.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 30 positions we hold weights for in DGIN and 603 in VYM, against full books of 31 and 613.

What only one of them owns

Our book lists 570 positions for VYM that do not appear in our book for DGIN (97.4% of the fund), and 0 for DGIN that do not appear in VYM (0.0%).

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.

You are not choosing between two funds in isolation.

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

DGINVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DGIN or VYM?

DGIN has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, DGIN or VYM?

Over the past year DGIN returned -6.31% vs +20.84% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DGIN or VYM?

DGIN has been the more volatile fund at 17.2% annualized versus 13.8% for VYM. Worst drawdown: DGIN -33.6% vs VYM -15.8%.

Should I hold both DGIN and VYM?

DGIN and VYM have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DGIN or VYM?

DGIN yields 2.14% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than DGIN?

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 62.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.