DJIA vs VYM
Global X Dow 30 Covered Call ETF vs Vanguard High Dividend Yield ETF
Which is better, DJIA or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.9%.
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 | DJIA | VYM |
|---|---|---|
| Expense Ratio | 0.60% | 0.04%Best |
| AUM | $193M | $81.6B |
| Dividend Yield | 10.51% | 2.24% |
| Holdings | 34 | 613 |
| YTD Return | +9.57% | +14.82%Best |
| 1Y Return | +16.88% | +20.84%Best |
| 3Y Return (annualized) | +11.78% | +18.64%Best |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 9.4%Best | 13.8% |
| Max Drawdown | -16.9% | -15.8%Best |
| $10,000 over 4.5 years | $14,556 | $17,381Best |
| Top 10 Weight | 56.9% | 25.9%Best |
| Fund Family | Global X by mirae Asset | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 23, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Feb 24, 2022 to Sep 4, 2026 (4.5 years).
DJIA 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 4.5 years both funds cover.
DJIA vs VYM Performance
Global X Dow 30 Covered Call ETF (DJIA) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DJIA returned +16.88% while VYM returned +20.84%. Year to date, DJIA is up 9.57% versus a gain of 14.82% for VYM.
Over three years, DJIA compounded at +11.78% per year against +18.64% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.8% 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 -15.8% 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 0.82. 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
64.3% of DJIA's money is in holdings VYM also owns. 23.1% of VYM's money is in holdings DJIA also owns.
The two portfolios partly overlap.
18 positions in common, counted across the 30 positions we hold weights for in DJIA and 603 in VYM, against full books of 34 and 613.
What only one of them owns
Our book lists 552 positions for VYM that do not appear in our book for DJIA (74.3% of the fund), and 12 for DJIA that do not appear in VYM (38.1%).
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 DJIA | Weight in VYM | Difference |
|---|---|---|---|
| GSGoldman Sachs Group Inc/The | 11.84% | 1.15% | 10.69% |
| CATCaterpillar, Inc. | 9.85% | 2.01% | 7.84% |
| JPMJpmorgan Chase | 4.02% | 3.38% | 0.64% |
| UNHUnitedhealth Group Incorporated | 4.58% | 1.56% | 3.02% |
| JNJJohnson & Johnson - Common | 2.87% | 2.54% | 0.33% |
| HDHome Depot Inc/The | 3.92% | 1.46% | 2.46% |
| AMGNAmgen Inc. | 4.38% | 0.75% | 3.63% |
| TRVThe Travelers Cos, Inc. | 4.24% | 0.29% | 3.95% |
| MCDMcdonald'S Corp | 3.02% | 0.80% | 2.22% |
| IBMInternational Business Machines Corp. | 2.64% | 1.10% | 1.54% |
64.3% of DJIA 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, DJIA or VYM?
DJIA has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, DJIA or VYM?
Over the past year DJIA returned +16.88% vs +20.84% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DJIA or VYM?
VYM has been the more volatile fund at 13.8% annualized versus 9.4% for DJIA. Worst drawdown: DJIA -16.9% vs VYM -15.8%.
Should I hold both DJIA and VYM?
DJIA and VYM have a monthly-return correlation of 0.82, 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 DJIA and VYM?
64.3% of DJIA's money is in holdings VYM also owns. 23.1% of VYM's is in holdings DJIA also owns. They hold 18 positions in common, counted across the 30 positions we hold weights for in DJIA and 603 in VYM.
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.
Is VYM better than DJIA?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.