DURA vs VYM
VanEck Durable High Dividend ETF vs Vanguard High Dividend Yield ETF
Which is better, DURA or VYM?
Each has led over a different period.
VYM has a lower expense ratio. DURA led over 1Y, VYM over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 48.4%.
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 | DURA | VYM |
|---|---|---|
| Expense Ratio | 0.30% | 0.04%Best |
| AUM | $39M | $81.6B |
| Dividend Yield | 3.10% | 2.22% |
| Holdings | 70 | 613 |
| YTD Return | +16.42%Best | +13.08% |
| 1Y Return | +18.28%Best | +17.46% |
| 3Y Return (annualized) | +10.73% | +17.73%Best |
| 5Y Return (annualized) | +7.68% | +12.22%Best |
| Volatility (annualized) | 14.4%Best | 15.5% |
| Max Drawdown | -35.3%Best | -35.7% |
| $10,000 over 5 years | $14,477 | $17,797Best |
| Top 10 Weight | 48.4% | 26.1%Best |
| Fund Family | VanEck | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 30, 2018 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2018 to Sep 14, 2026 (7.9 years).
DURA 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 7.9 years both funds cover.
DURA vs VYM Performance
VanEck Durable High Dividend ETF (DURA) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DURA returned +18.28% while VYM returned +17.46%. Year to date, DURA is up 16.42% versus a gain of 13.08% for VYM.
Over three years, DURA compounded at +10.73% per year against +17.73% for VYM; over five years the annualized figures are +7.68% and +12.22% respectively. Across the full 8-year window we track, VYM has the edge at +11.03% annualized vs +8.91%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 14.4% for DURA. 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 -35.3% for DURA and -35.7% 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DURA charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, DURA currently yields 3.10% against 2.22% for VYM.
Holdings Overlap
99.5% of DURA's money is in holdings VYM also owns. 27.1% of VYM's money is in holdings DURA also owns.
Most of DURA is already inside VYM. Owning both mostly buys the same companies twice.
68 positions in common, counted across the 69 positions we hold weights for in DURA and 557 in VYM, against full books of 70 and 613.
What only one of them owns
Our book lists 460 positions for VYM that do not appear in our book for DURA (70.0% of the fund), and 0 for DURA that do not appear in VYM (0.0%).
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 DURA | Weight in VYM | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 5.19% | 2.63% | 2.56% |
| MRKMerck & Company Inc | 5.91% | 1.31% | 4.60% |
| BACBank Of America Corp. | 5.23% | 1.66% | 3.57% |
| CVXChevron Corp | 5.22% | 1.48% | 3.74% |
| KOCoca Cola Co. | 5.12% | 1.38% | 3.74% |
| PMPhilip Morris International Inc. | 5.00% | 1.21% | 3.79% |
| VZVerizon Communic | 4.65% | 0.80% | 3.85% |
| TBBAt&t Inc | 4.16% | 0.64% | 3.52% |
| TXNTexas Instrument Inc | 3.70% | 1.02% | 2.68% |
| MOAltria Group Inc | 4.11% | 0.46% | 3.65% |
99.5% of DURA 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, DURA or VYM?
DURA has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, DURA or VYM?
Over the past year DURA returned +18.28% vs +17.46% for VYM, so DURA leads on 1-year performance. Over the longest common window we track (8 years), DURA annualized +8.91% vs +11.03% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DURA or VYM?
VYM has been the more volatile fund at 15.5% annualized versus 14.4% for DURA. Worst drawdown: DURA -35.3% vs VYM -35.7%.
Should I hold both DURA and VYM?
DURA and VYM have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DURA and VYM?
99.5% of DURA's money is in holdings VYM also owns. 27.1% of VYM's is in holdings DURA also owns. They hold 68 positions in common, counted across the 69 positions we hold weights for in DURA and 557 in VYM.
Which pays a higher dividend, DURA or VYM?
DURA yields 3.10% while VYM yields 2.22%, so DURA currently pays the higher dividend yield.
Is VYM better than DURA?
VYM has a lower expense ratio. DURA led over 1Y, VYM over 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 48.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.