DVGR vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricDVGRVYMWinner
Expense Ratio0.65%0.04%
AUM$17M$79.0B
Dividend Yield0.62%2.86%
Holdings38568
YTD Return+11.10%+16.10%
1Y Return-+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)-14.6%
Max Drawdown-8.2%-58.8%
Fund FamilyDividend Assets Capital, LLCVanguard (US)
CategoryEquityEquity
InceptionDec 4, 2025Nov 10, 2006

DVGR vs VYM Performance

DAC 3D Dividend Growth ETF (DVGR) is a ETF from Dividend Assets Capital, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, DVGR is up 11.10% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.2% for DVGR 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

DVGR charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, DVGR currently yields 0.62% against 2.86% for VYM.

Holdings Overlap

0.8%overlap

DVGR and VYM share 1 holdings out of 558 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DVGRWeight in VYMDifference
AMGN3.16%0.84%2.32%

Frequently Asked Questions

Which is cheaper, DVGR or VYM?

DVGR has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between DVGR and VYM?

DVGR and VYM share 1 common holdings with a 0.8% weight overlap. Combined, they hold 558 unique securities.

Which pays a higher dividend, DVGR or VYM?

DVGR yields 0.62% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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