DVYE vs VTI

DVYE vs VTI
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Quick Verdict

VTI has a lower expense ratio. DVYE delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: DVYEMore Diversified: VTI

Side-by-Side Comparison

MetricDVYEVTIWinner
Expense Ratio0.50%0.03%
AUM$1.2B$666.9B
Dividend Yield4.79%1.07%
Holdings1423,543
YTD Return+11.94%+13.67%
1Y Return+24.27%+22.17%
3Y Return (annualized)+22.88%+21.93%
5Y Return (annualized)+6.90%+12.51%
Volatility (annualized)17.2%15.3%
Max Drawdown-55.4%-56.6%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 23, 2012May 24, 2001

DVYE vs VTI Performance

iShares Emerging Markets Dividend ETF (DVYE) is a ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DVYE returned +24.27% while VTI returned +22.17%. Year to date, DVYE is up 11.94% versus a gain of 13.67% for VTI.

Over three years, DVYE compounded at +22.88% per year against +21.93% for VTI; over five years the annualized figures are +6.90% and +12.51% respectively. Across the full 15-year window we track, VTI has the edge at +8.11% annualized vs -0.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DVYE has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 15.3% for VTI. 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 -55.4% for DVYE and -56.6% for VTI. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVYE charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, DVYE currently yields 4.79% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

DVYE and VTI share 0 holdings out of 2895 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, DVYE or VTI?

DVYE has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.

Which performed better, DVYE or VTI?

Over the past year DVYE returned +24.27% vs +22.17% for VTI, so DVYE leads on 1-year performance. Over the longest common window we track (15 years), DVYE annualized -0.08% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, DVYE or VTI?

DVYE has been the more volatile fund at 17.2% annualized versus 15.3% for VTI. Worst drawdown: DVYE -55.4% vs VTI -56.6%.

Should I hold both DVYE and VTI?

DVYE and VTI have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVYE and VTI?

DVYE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2895 unique securities.

Which pays a higher dividend, DVYE or VTI?

DVYE yields 4.79% while VTI yields 1.07%, so DVYE currently pays the higher dividend yield.

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