DNL vs VYM

DNL vs VYM

Which is better, DNL or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.7%.

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

MetricDNLVYM
Expense Ratio0.42%0.04%Best
AUM$503M$81.6B
Dividend Yield1.32%2.24%
Holdings202613
YTD Return+10.79%+14.82%Best
1Y Return+20.24%+20.84%Best
3Y Return (annualized)+11.57%+18.64%Best
5Y Return (annualized)+3.51%+12.28%Best
Volatility (annualized)16.5%14.5%Best
Max Drawdown-46.9%Best-58.8%
$10,000 over 5 years$11,883$17,845Best
Top 10 Weight37.7%25.9%Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJun 16, 2006Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 4, 2026 (19.8 years).

DNL 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 19.8 years both funds cover.

DNL vs VYM Performance

WisdomTree Global ex-US Quality Growth Fund (DNL) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DNL returned +20.24% while VYM returned +20.84%. Year to date, DNL is up 10.79% versus a gain of 14.82% for VYM.

Over three years, DNL compounded at +11.57% per year against +18.64% for VYM; over five years the annualized figures are +3.51% and +12.28% respectively. Across the full 20-year window we track, VYM has the edge at +7.00% annualized vs +3.43%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DNL has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.5% 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 -46.9% for DNL and -58.8% 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DNL charges 0.42% per year while VYM charges 0.04%. On a $10,000 position that is $42 vs $4 annually, a gap of $38 per year that compounds over a long holding period. On income, DNL currently yields 1.32% against 2.24% for VYM.

Holdings Overlap

DNL already in VYM0.1%

0.1% of DNL's money is in holdings VYM also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 201 positions we hold weights for in DNL and 603 in VYM, against full books of 202 and 613.

What only one of them owns

Our book lists 570 positions for VYM that do not appear in our book for DNL (97.4% of the fund), and 5 for DNL that do not appear in VYM (1.8%).

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 DNLWeight in VYMDifference
196170:KRAlteogen Inc0.11%0.02%0.09%

You are not choosing between two funds in isolation.

Whichever of DNL and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DNLVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DNL or VYM?

DNL has an expense ratio of 0.42% while VYM charges 0.04%. VYM is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, DNL or VYM?

Over the past year DNL returned +20.24% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), DNL annualized +3.43% vs +7.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DNL or VYM?

DNL has been the more volatile fund at 16.5% annualized versus 14.5% for VYM. Worst drawdown: DNL -46.9% vs VYM -58.8%.

Should I hold both DNL and VYM?

DNL and VYM have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DNL or VYM?

DNL yields 1.32% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than DNL?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.