DIVN vs VYM

DIVN vs VYM

Which is better, DIVN or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.3%.

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

MetricDIVNVYM
Expense Ratio0.70%0.04%Best
AUM$308M$81.6B
Dividend Yield3.64%2.22%
Holdings127613
YTD Return+13.45%Best+12.29%
1Y Return+16.18%+16.61%Best
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Volatility (annualized)9.1%Tie9.1%Tie
Max Drawdown-5.5%Best-6.7%
$10,000 over 1.2 years$12,105$12,393Best
Top 10 Weight36.3%26.1%Best
Fund FamilyHorizon FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 25, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 26, 2025 to Sep 17, 2026 (1.2 years).

DIVN 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 1.2 years both funds cover.

DIVN vs VYM Performance

Horizon Dividend Income ETF (DIVN) is an ETF from Horizon Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DIVN returned +16.18% while VYM returned +16.61%. Year to date, DIVN is up 13.45% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DIVN and VYM have been equally volatile, both at 9.1% annualized.

The deepest peak-to-trough decline in our data was -5.5% for DIVN and -6.7% 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DIVN 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, DIVN currently yields 3.64% against 2.22% for VYM.

Holdings Overlap

DIVN already in VYM95.3%
VYM already in DIVN30.1%

95.3% of DIVN's money is in holdings VYM also owns. 30.1% of VYM's money is in holdings DIVN also owns.

Most of DIVN is already inside VYM. Owning both mostly buys the same companies twice.

89 positions in common, counted across the 100 positions we hold weights for in DIVN and 557 in VYM, against full books of 127 and 613.

What only one of them owns

Our book lists 439 positions for VYM that do not appear in our book for DIVN (66.9% of the fund), and 9 for DIVN that do not appear in VYM (3.7%).

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

StockWeight in DIVNWeight in VYMDifference
CVXChevron Corp5.07%1.48%3.59%
PMPhilip Morris International Inc.4.99%1.21%3.78%
ABBVAbbvie Inc.4.22%1.80%2.42%
PGProcter & Gamble Company4.58%1.37%3.21%
MCDMcdonald'S Corp3.55%0.78%2.77%
QCOMQualcomm Inc.3.17%0.63%2.54%
MRKMerck & Company Inc2.36%1.31%1.05%
AMGNAmgen Inc.2.87%0.78%2.09%
COPConocophillips Common Stock USD 0.012.79%0.60%2.19%
VZVerizon Communic2.53%0.80%1.73%

95.3% of DIVN 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.

DIVNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DIVN or VYM?

DIVN 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, DIVN or VYM?

Over the past year DIVN returned +16.18% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), DIVN annualized +17.26% vs +19.58% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DIVN or VYM?

DIVN and VYM have been equally volatile, both at 9.1% annualized. Worst drawdown: DIVN -5.5% vs VYM -6.7%.

Should I hold both DIVN and VYM?

DIVN and VYM have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DIVN and VYM?

95.3% of DIVN's money is in holdings VYM also owns. 30.1% of VYM's is in holdings DIVN also owns. They hold 89 positions in common, counted across the 100 positions we hold weights for in DIVN and 557 in VYM.

Which pays a higher dividend, DIVN or VYM?

DIVN yields 3.64% while VYM yields 2.22%, so DIVN currently pays the higher dividend yield.

Is VYM better than DIVN?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 36.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.