DVYE vs VTI

DVYE vs VTI

Which is better, DVYE or VTI?

Mid Cap Value against Large Cap Blend.

VTI has a lower expense ratio. DVYE led over 1Y and 3Y, VTI over 5Y and the full window.

Lower Fees: VTIHigher Returns: split

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

MetricDVYEVTI
Expense Ratio0.50%0.03%Best
AUM$1.3B$666.9B
Dividend Yield4.79%1.03%
Holdings1413,543
YTD Return+16.68%Best+12.34%
1Y Return+26.95%Best+18.37%
3Y Return (annualized)+23.37%Best+20.62%
5Y Return (annualized)+6.49%+11.68%Best
Volatility (annualized)17.2%14.4%Best
Max Drawdown-55.4%-35.0%Best
$10,000 over 5 years$13,694$17,373Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionFeb 23, 2012May 24, 2001

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Feb 24, 2012 to Sep 9, 2026 (14.5 years).

DVYE vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DVYE vs VTI Performance

iShares Emerging Markets Dividend ETF (DVYE) is an ETF from iShares by BlackRock (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DVYE returned +26.95% while VTI returned +18.37%. Year to date, DVYE is up 16.68% versus a gain of 12.34% for VTI.

Over three years, DVYE compounded at +23.37% per year against +20.62% for VTI; over five years the annualized figures are +6.49% and +11.68% respectively. Across the full 15-year window we track, VTI has the edge at +12.77% annualized vs +0.20%.

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 14.4% 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 -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.

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 1.03% for VTI.

Holdings Overlap

We hold position weights for 108 holdings in DVYE and 2,787 in VTI, totalling 99.1% and 92.3% 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 108 positions we hold weights for in DVYE and 2,787 in VTI, against full books of 141 and 3,543.

You are not choosing between two funds in isolation.

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

DVYEVTI

Free for up to 10 holdings. No account needed.

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, by $47 a year on a $10,000 investment.

Which performed better, DVYE or VTI?

Over the past year DVYE returned +26.95% vs +18.37% for VTI, so DVYE leads on 1-year performance. Over the longest common window we track (15 years), DVYE annualized +0.20% vs +12.77% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DVYE or VTI?

DVYE has been the more volatile fund at 17.2% annualized versus 14.4% for VTI. Worst drawdown: DVYE -55.4% vs VTI -35.0%.

Should I hold both DVYE and VTI?

DVYE and VTI have a monthly-return correlation of 0.61, 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, DVYE or VTI?

DVYE yields 4.79% while VTI yields 1.03%, so DVYE currently pays the higher dividend yield.

Is VTI better than DVYE?

VTI has a lower expense ratio. DVYE led over 1Y and 3Y, VTI over 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.