DJIA vs VYM
Global X Dow 30 Covered Call ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | DJIA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $192M | $81.6B | |
| Dividend Yield | 10.51% | 2.24% | |
| Holdings | 34 | 616 | |
| YTD Return | +8.25% | +16.42% | |
| 1Y Return | +16.00% | +24.22% | |
| 3Y Return (annualized) | +11.30% | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 9.4% | 14.6% | |
| Max Drawdown | -16.9% | -58.8% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2022 | Nov 10, 2006 |
DJIA vs VYM Performance
Global X Dow 30 Covered Call ETF (DJIA) 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 DJIA returned +16.00% while VYM returned +24.22%. Year to date, DJIA is up 8.25% versus a gain of 16.42% for VYM.
Over three years, DJIA compounded at +11.30% per year against +19.03% for VYM. Across the full 5-year window we track, DJIA has the edge at +8.52% 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 9.4% for DJIA. 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 -16.9% for DJIA 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 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DJIA charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, DJIA currently yields 10.51% against 2.24% for VYM.
Holdings Overlap
DJIA and VYM share 12 holdings out of 614 unique holdings combined, representing a 12.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DJIA or VYM?
DJIA has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, DJIA or VYM?
Over the past year DJIA returned +16.00% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), DJIA annualized +8.52% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, DJIA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.4% for DJIA. Worst drawdown: DJIA -16.9% vs VYM -58.8%.
Should I hold both DJIA and VYM?
DJIA and VYM have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DJIA and VYM?
DJIA and VYM share 12 common holdings with a 12.7% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, DJIA or VYM?
DJIA yields 10.51% while VYM yields 2.24%, so DJIA currently pays the higher dividend yield.
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