DVRE vs VYM
DVRE vs VYM
WEBs Real Estate XLRE Defined Volatility 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 558 holdings.
Side-by-Side Comparison
| Metric | DVRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.89% | 0.04% | |
| AUM | $257,501 | $79.0B | |
| Dividend Yield | 0.89% | 2.86% | |
| Holdings | 4 | 568 | |
| YTD Return | +13.58% | +15.80% | |
| 1Y Return | +6.38% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 22.7% | 14.6% | |
| Max Drawdown | -15.9% | -58.8% | |
| Fund Family | WEBs Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 22, 2025 | Nov 10, 2006 |
DVRE vs VYM Performance
WEBs Real Estate XLRE Defined Volatility ETF (DVRE) is a ETF from WEBs Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DVRE returned +6.38% while VYM returned +26.12%. Year to date, DVRE is up 13.58% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
DVRE has been the more volatile fund, with annualized monthly volatility of 22.7% compared with 14.6% 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 -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 0.92. 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 0.89% against 2.86% for VYM.
Holdings Overlap
DVRE and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $85 per year of difference.
Which performed better, DVRE or VYM?
Over the past year DVRE returned +6.38% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), DVRE annualized +0.49% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, DVRE or VYM?
DVRE has been the more volatile fund at 22.7% annualized versus 14.6% for VYM. Worst drawdown: DVRE -15.9% vs VYM -58.8%.
Should I hold both DVRE and VYM?
DVRE and VYM have a monthly-return correlation of 0.92, 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 DVRE and VYM?
DVRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, DVRE or VYM?
DVRE yields 0.89% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.