DVND vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDVNDVYMWinner
Expense Ratio0.50%0.04%
AUM$54M$79.0B
Dividend Yield1.80%2.86%
Holdings57568
YTD Return+13.91%+16.10%
1Y Return+21.34%+25.99%
3Y Return (annualized)+16.40%+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)13.3%14.6%
Max Drawdown-14.8%-58.8%
Fund FamilyTouchstone InvestmentsVanguard (US)
CategoryEquityEquity
InceptionAug 2, 2022Nov 10, 2006

DVND vs VYM Performance

Touchstone Dividend Select ETF (DVND) is a ETF from Touchstone Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DVND returned +21.34% while VYM returned +25.99%. Year to date, DVND is up 13.91% versus a gain of 16.10% for VYM.

Over three years, DVND compounded at +16.40% per year against +18.29% for VYM. Across the full 4-year window we track, DVND has the edge at +14.36% annualized vs +7.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.3% for DVND. 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 -14.8% for DVND and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DVND charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, DVND currently yields 1.80% against 2.86% for VYM.

Holdings Overlap

38.3%overlap

DVND and VYM share 40 holdings out of 574 unique holdings combined, representing a 38.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DVNDWeight in VYMDifference
AVGO3.41%6.47%3.06%
JPM:US1.76%3.36%1.60%
XOM2.27%2.83%0.56%
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Frequently Asked Questions

Which is cheaper, DVND or VYM?

DVND has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, DVND or VYM?

Over the past year DVND returned +21.34% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), DVND annualized +14.36% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, DVND or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.3% for DVND. Worst drawdown: DVND -14.8% vs VYM -58.8%.

Should I hold both DVND and VYM?

DVND and VYM have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DVND and VYM?

DVND and VYM share 40 common holdings with a 38.3% weight overlap. Combined, they hold 574 unique securities.

Which pays a higher dividend, DVND or VYM?

DVND yields 1.80% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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