DIVD vs VYM
Altrius Global Dividend ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. DIVD delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | DIVD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.04% | |
| AUM | $22M | $81.6B | |
| Dividend Yield | 3.08% | 2.24% | |
| Holdings | 65 | 616 | |
| YTD Return | +18.03% | +16.42% | |
| 1Y Return | +27.25% | +24.22% | |
| 3Y Return (annualized) | +18.06% | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 13.6% | 14.6% | |
| Max Drawdown | -13.9% | -58.8% | |
| Fund Family | Altrius Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2022 | Nov 10, 2006 |
DIVD vs VYM Performance
Altrius Global Dividend ETF (DIVD) is a ETF from Altrius Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DIVD returned +27.25% while VYM returned +24.22%. Year to date, DIVD is up 18.03% versus a gain of 16.42% for VYM.
Over three years, DIVD compounded at +18.06% per year against +19.03% for VYM. Across the full 4-year window we track, DIVD has the edge at +20.89% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.6% for DIVD. 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 -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 0.90. 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
DIVD and VYM share 5 holdings out of 605 unique holdings combined, representing a 2.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $45 per year of difference.
Which performed better, DIVD or VYM?
Over the past year DIVD returned +27.25% vs +24.22% for VYM, so DIVD leads on 1-year performance. Over the longest common window we track (4 years), DIVD annualized +20.89% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, DIVD or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.6% for DIVD. Worst drawdown: DIVD -13.9% vs VYM -58.8%.
Should I hold both DIVD and VYM?
DIVD and VYM have a monthly-return correlation of 0.90, 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 DIVD and VYM?
DIVD and VYM share 5 common holdings with a 2.9% weight overlap. Combined, they hold 605 unique securities.
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.
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