DUNK vs VYM
Dana Unconstrained Equity 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 | DUNK | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $174M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 25 | 616 | |
| YTD Return | +18.24% | +14.95% | |
| 1Y Return | +14.58% | +21.14% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -25.6% | -58.8% | |
| Fund Family | Dana Investment Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 15, 2025 | Nov 10, 2006 |
DUNK vs VYM Performance
Dana Unconstrained Equity ETF (DUNK) is a ETF from Dana Investment Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DUNK returned +14.58% while VYM returned +21.14%. Year to date, DUNK is up 18.24% versus a gain of 14.95% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -25.6% for DUNK and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
DUNK charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, DUNK currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
DUNK and VYM share 4 holdings out of 623 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DUNK or VYM?
DUNK has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, DUNK or VYM?
Over the past year DUNK returned +14.58% vs +21.14% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between DUNK and VYM?
DUNK and VYM share 4 common holdings with a 6.5% weight overlap. Combined, they hold 623 unique securities.
Which pays a higher dividend, DUNK or VYM?
DUNK yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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