DVYA vs VYM

DVYA vs VYM
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Quick Verdict

VYM has a lower expense ratio. DVYA delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: DVYAMore Diversified: VYM

Side-by-Side Comparison

MetricDVYAVYMWinner
Expense Ratio0.49%0.04%
AUM$72M$81.6B
Dividend Yield4.31%2.24%
Holdings68616
YTD Return+18.42%+15.60%
1Y Return+31.46%+23.48%
3Y Return (annualized)+23.68%+19.07%
5Y Return (annualized)+12.44%+12.50%
Volatility (annualized)17.4%14.6%
Max Drawdown-59.6%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 23, 2012Nov 10, 2006

DVYA vs VYM Performance

iShares Asia/Pacific Dividend ETF (DVYA) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DVYA returned +31.46% while VYM returned +23.48%. Year to date, DVYA is up 18.42% versus a gain of 15.60% for VYM.

Over three years, DVYA compounded at +23.68% per year against +19.07% for VYM; over five years the annualized figures are +12.44% and +12.50% respectively. Across the full 15-year window we track, VYM has the edge at +7.05% annualized vs +2.28%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DVYA has been the more volatile fund, with annualized monthly volatility of 17.4% 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 -59.6% for DVYA 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DVYA charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, DVYA currently yields 4.31% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

DVYA and VYM share 0 holdings out of 654 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, DVYA or VYM?

DVYA has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, DVYA or VYM?

Over the past year DVYA returned +31.46% vs +23.48% for VYM, so DVYA leads on 1-year performance. Over the longest common window we track (15 years), DVYA annualized +2.28% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, DVYA or VYM?

DVYA has been the more volatile fund at 17.4% annualized versus 14.6% for VYM. Worst drawdown: DVYA -59.6% vs VYM -58.8%.

Should I hold both DVYA and VYM?

DVYA and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVYA and VYM?

DVYA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 654 unique securities.

Which pays a higher dividend, DVYA or VYM?

DVYA yields 4.31% while VYM yields 2.24%, so DVYA currently pays the higher dividend yield.

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