DIV vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDIVVYMWinner
Expense Ratio0.45%0.04%
AUM$787M$79.0B
Dividend Yield6.69%2.86%
Holdings52568
YTD Return+16.56%+15.80%
1Y Return+20.49%+26.12%
3Y Return (annualized)+12.03%+18.25%
5Y Return (annualized)+6.54%+12.51%
Volatility (annualized)16.7%14.6%
Max Drawdown-62.5%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionMar 11, 2013Nov 10, 2006

DIV vs VYM Performance

Global X SuperDividend US ETF (DIV) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DIV returned +20.49% while VYM returned +26.12%. Year to date, DIV is up 16.56% versus a gain of 15.80% for VYM.

Over three years, DIV compounded at +12.03% per year against +18.25% for VYM; over five years the annualized figures are +6.54% and +12.51% respectively. Across the full 13-year window we track, VYM has the edge at +7.07% annualized vs +0.72%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIV has been the more volatile fund, with annualized monthly volatility of 16.7% 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 -62.5% for DIV 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 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DIV charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, DIV currently yields 6.69% against 2.86% for VYM.

Holdings Overlap

3.0%overlap

DIV and VYM share 16 holdings out of 575 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVWeight in VYMDifference
VZ2.02%0.93%1.09%
PFE2.02%0.69%1.33%
UVV2.53%0.01%2.52%
UPSProProPro
TProProPro
SFL:BMProProPro
NWNProProPro
MTNProProPro
AVAProProPro
AMBP:LUProProPro
See all 10 holdings DIV shares with VYM
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, DIV or VYM?

DIV has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, DIV or VYM?

Over the past year DIV returned +20.49% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (13 years), DIV annualized +0.72% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, DIV or VYM?

DIV has been the more volatile fund at 16.7% annualized versus 14.6% for VYM. Worst drawdown: DIV -62.5% vs VYM -58.8%.

Should I hold both DIV and VYM?

DIV and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIV and VYM?

DIV and VYM share 16 common holdings with a 3.0% weight overlap. Combined, they hold 575 unique securities.

Which pays a higher dividend, DIV or VYM?

DIV yields 6.69% while VYM yields 2.86%, so DIV currently pays the higher dividend yield.

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