DVRE vs VYM
WEBs Real Estate XLRE Defined Volatility ETF vs Vanguard High Dividend Yield ETF
Which is better, DVRE or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92.
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 | DVRE | VYM |
|---|---|---|
| Expense Ratio | 0.89% | 0.04%Best |
| AUM | $126,121 | $81.6B |
| Dividend Yield | 0.86% | 2.22% |
| Holdings | 4 | 613 |
| Volatility (annualized) | 22.7% | 9.1%Best |
| Max Drawdown | -15.9% | -6.7%Best |
| $10,000 over 1.1 years | $10,100 | $12,392Best |
| Fund Family | WEBs Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 22, 2025 | Nov 10, 2006 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 27 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DVRE has data through Aug 26, 2026 and VYM through Sep 22, 2026.
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 23, 2025 to Aug 26, 2026 (1.1 years).
Risk: Volatility and Drawdowns
DVRE has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 9.1% 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 -15.9% for DVRE and -6.7% 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DVRE charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, DVRE currently yields 0.86% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in DVRE and 557 in VYM, totalling 53.1% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in DVRE and 557 in VYM, against full books of 4 and 613.
You are not choosing between two funds in isolation.
Whichever of DVRE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DVRE or VYM?
DVRE has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option, by $85 a year on a $10,000 investment.
Which is riskier, DVRE or VYM?
DVRE has been the more volatile fund at 22.7% annualized versus 9.1% for VYM. Worst drawdown: DVRE -15.9% vs VYM -6.7%.
Should I hold both DVRE and VYM?
DVRE and VYM have a monthly-return correlation of 0.92, 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.
Which pays a higher dividend, DVRE or VYM?
DVRE yields 0.86% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than DVRE?
VYM has a lower expense ratio. VYM led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.92. Which one suits a particular account depends on what it is for. This is information, not a recommendation.