DIVD vs VYM
Altrius Global Dividend ETF vs Vanguard High Dividend Yield ETF
Which is better, DIVD or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. DIVD led over 1Y and the full window, VYM over 3Y. The two have moved almost in lockstep, correlation 0.90. DIVD is less concentrated, with 23.1% of the fund in its ten largest positions against 25.9%.
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
| Metric | DIVD | VYM |
|---|---|---|
| Expense Ratio | 0.49% | 0.04%Best |
| AUM | $24M | $81.6B |
| Dividend Yield | 3.08% | 2.24% |
| Holdings | 65 | 613 |
| YTD Return | +17.58%Best | +14.82% |
| 1Y Return | +26.15%Best | +20.84% |
| 3Y Return (annualized) | +18.01% | +18.64%Best |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 13.5% | 12.6%Best |
| Max Drawdown | -13.9%Best | -14.5% |
| $10,000 over 3.9 years | $20,654Best | $19,190 |
| Top 10 Weight | 23.1%Best | 25.9% |
| Fund Family | Altrius Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 29, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Sep 30, 2022 to Sep 4, 2026 (3.9 years).
DIVD 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 3.9 years both funds cover.
DIVD vs VYM Performance
Altrius Global Dividend ETF (DIVD) is an ETF from Altrius Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DIVD returned +26.15% while VYM returned +20.84%. Year to date, DIVD is up 17.58% versus a gain of 14.82% for VYM.
Over three years, DIVD compounded at +18.01% per year against +18.64% for VYM. Across the full 4-year window we track, DIVD has the edge at +20.44% annualized vs +18.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DIVD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 12.6% 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 -13.9% for DIVD and -14.5% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DIVD charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, DIVD currently yields 3.08% against 2.24% for VYM.
Holdings Overlap
45.0% of DIVD's money is in holdings VYM also owns. 28.3% of VYM's money is in holdings DIVD also owns.
The two portfolios partly overlap.
The two holdings books were reported 49 days apart, DIVD as of Aug 18, 2026 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.
37 positions in common, counted across the 64 positions we hold weights for in DIVD and 603 in VYM, against full books of 65 and 613.
What only one of them owns
Our book lists 533 positions for VYM that do not appear in our book for DIVD (69.1% of the fund), and 12 for DIVD that do not appear in VYM (22.5%).
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.
Top Shared Holdings
| Stock | Weight in DIVD | Weight in VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 1.21% | 3.38% | 2.17% |
| JNJJohnson & Johnson - Common | 1.21% | 2.54% | 1.33% |
| XOMExxon Mobil Corp. | 1.22% | 2.36% | 1.14% |
| ABBVAbbvie Inc. | 1.17% | 1.85% | 0.68% |
| BACBank of America Corp.: Financials | 1.23% | 1.56% | 0.33% |
| UNHUnitedhealth Group Incorporated | 1.09% | 1.56% | 0.47% |
| KOCoca Cola Co. | 1.27% | 1.31% | 0.04% |
| PGProcter & Gamble Company | 1.13% | 1.42% | 0.29% |
| MRKMerck & Company Inc | 1.20% | 1.32% | 0.12% |
| CVXChevron Corp | 1.21% | 1.28% | 0.07% |
45.0% of DIVD is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DIVD or VYM?
DIVD has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.
Which performed better, DIVD or VYM?
Over the past year DIVD returned +26.15% vs +20.84% for VYM, so DIVD leads on 1-year performance. Over the longest common window we track (4 years), DIVD annualized +20.44% vs +18.19% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIVD or VYM?
DIVD has been the more volatile fund at 13.5% annualized versus 12.6% for VYM. Worst drawdown: DIVD -13.9% vs VYM -14.5%.
Should I hold both DIVD and VYM?
DIVD and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DIVD and VYM?
45.0% of DIVD's money is in holdings VYM also owns. 28.3% of VYM's is in holdings DIVD also owns. They hold 37 positions in common, counted across the 64 positions we hold weights for in DIVD and 603 in VYM.
Which pays a higher dividend, DIVD or VYM?
DIVD yields 3.08% while VYM yields 2.24%, so DIVD currently pays the higher dividend yield.
Is VYM better than DIVD?
VYM has a lower expense ratio. DIVD led over 1Y and the full window, VYM over 3Y. The two have moved almost in lockstep, correlation 0.90. DIVD is less concentrated, with 23.1% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.