DVXE vs VYM

DVXE vs VYM

Which is better, DVXE or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. DVXE led over 1Y and the full window.

Lower Fees: VYMHigher Returns: DVXE

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

MetricDVXEVYM
Expense Ratio0.89%0.04%Best
AUM$636,072$81.6B
Dividend Yield0.00%2.22%
Holdings4613
Volatility (annualized)32.6%9.1%Best
Max Drawdown-21.8%-6.7%Best
$10,000 over 1.1 years$17,344Best$12,392
Fund FamilyWEBs InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJul 22, 2025Nov 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 26 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DVXE has data through Aug 26, 2026 and VYM through Sep 21, 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

DVXE has been the more volatile fund, with annualized monthly volatility of 32.6% 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 -21.8% for DVXE 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 -0.03. They move largely independently of each other.

Fees and Cost Over Time

DVXE 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, DVXE currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in DVXE and 557 in VYM, totalling 42.8% 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 DVXE and 557 in VYM, against full books of 4 and 613.

You are not choosing between two funds in isolation.

Whichever of DVXE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DVXEVYM

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Frequently Asked Questions

Which is cheaper, DVXE or VYM?

DVXE 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, DVXE or VYM?

DVXE has been the more volatile fund at 32.6% annualized versus 9.1% for VYM. Worst drawdown: DVXE -21.8% vs VYM -6.7%.

Should I hold both DVXE and VYM?

DVXE and VYM have a monthly-return correlation of -0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, DVXE or VYM?

DVXE yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than DVXE?

VYM has a lower expense ratio. DVXE led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.