DSPY vs VYM

DSPY vs VYM

Which is better, DSPY or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. DSPY led over 1Y and the full window. DSPY is less concentrated, with 21.1% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: DSPYLess Concentrated: DSPY

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

MetricDSPYVYM
Expense Ratio0.18%0.04%Best
AUM$990M$81.6B
Dividend Yield0.75%2.22%
Holdings508613
YTD Return+14.07%Best+13.91%
1Y Return+18.44%Best+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)10.5%8.6%Best
Max Drawdown-12.2%-11.3%Best
$10,000 over 1.4 years$13,414Best$12,953
Top 10 Weight21.1%Best25.9%
Fund FamilyTema Global LimitedVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionApr 1, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 1, 2025 to Sep 11, 2026 (1.4 years).

DSPY 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 1.4 years both funds cover.

DSPY vs VYM Performance

Tema S&P 500 Historical Weight ETF Strategy (DSPY) is an ETF from Tema Global Limited and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DSPY returned +18.44% while VYM returned +17.57%. Year to date, DSPY is up 14.07% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DSPY has been the more volatile fund, with annualized monthly volatility of 10.5% compared with 8.6% 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 -12.2% for DSPY and -11.3% 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DSPY charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, DSPY currently yields 0.75% against 2.22% for VYM.

Holdings Overlap

DSPY already in VYM41.1%
VYM already in DSPY87.7%

41.1% of DSPY's money is in holdings VYM also owns. 87.7% of VYM's money is in holdings DSPY also owns.

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

The two holdings books were reported 49 days apart, DSPY as of Aug 18, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

239 positions in common, counted across the 491 positions we hold weights for in DSPY and 603 in VYM, against full books of 508 and 613.

What only one of them owns

Our book lists 329 positions for VYM that do not appear in our book for DSPY (9.9% of the fund), and 245 for DSPY that do not appear in VYM (57.1%).

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

StockWeight in DSPYWeight in VYMDifference
AVGOBroadcom Inc1.77%7.29%5.52%
JPMJpmorgan Chase & Co.1.39%3.38%1.99%
JNJJohnson & Johnson1.17%2.54%1.37%
XOMExxon Mobil Corp.1.18%2.36%1.18%
CATCaterpillar, Inc.0.78%2.01%1.23%
CSCOCisco Systems Inc. - Ordinary Shares0.85%1.93%1.08%
ABBVAbbvie Inc.0.87%1.85%0.98%
BACBank Of America Corp.0.88%1.56%0.68%
UNHUnitedhealth Group Inc.0.73%1.56%0.83%
PGProcter & Gamble Company0.70%1.42%0.72%

87.7% of VYM is already inside DSPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DSPYVYM

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Frequently Asked Questions

Which is cheaper, DSPY or VYM?

DSPY has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option, by $14 a year on a $10,000 investment.

Which performed better, DSPY or VYM?

Over the past year DSPY returned +18.44% vs +17.57% for VYM, so DSPY leads on 1-year performance. Over the longest common window we track (1 years), DSPY annualized +23.34% vs +20.30% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DSPY or VYM?

DSPY has been the more volatile fund at 10.5% annualized versus 8.6% for VYM. Worst drawdown: DSPY -12.2% vs VYM -11.3%.

Should I hold both DSPY and VYM?

DSPY and VYM have a monthly-return correlation of 0.73, 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 DSPY and VYM?

87.7% of VYM's money is in holdings DSPY also owns. 87.7% of VYM's is in holdings DSPY also owns. They hold 239 positions in common, counted across the 491 positions we hold weights for in DSPY and 603 in VYM.

Which pays a higher dividend, DSPY or VYM?

DSPY yields 0.75% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than DSPY?

VYM has a lower expense ratio. DSPY led over 1Y and the full window. DSPY is less concentrated, with 21.1% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.