DVYE vs VYM

DVYE vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: DVYEMore Diversified: VYM

Side-by-Side Comparison

MetricDVYEVYMWinner
Expense Ratio0.50%0.04%
AUM$1.2B$81.6B
Dividend Yield4.79%2.24%
Holdings142616
YTD Return+11.94%+15.60%
1Y Return+24.27%+23.48%
3Y Return (annualized)+22.88%+19.07%
5Y Return (annualized)+6.90%+12.50%
Volatility (annualized)17.2%14.6%
Max Drawdown-55.4%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 23, 2012Nov 10, 2006

DVYE vs VYM Performance

iShares Emerging Markets Dividend ETF (DVYE) 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 DVYE returned +24.27% while VYM returned +23.48%. Year to date, DVYE is up 11.94% versus a gain of 15.60% for VYM.

Over three years, DVYE compounded at +22.88% per year against +19.07% for VYM; over five years the annualized figures are +6.90% and +12.50% respectively. Across the full 15-year window we track, VYM has the edge at +7.05% 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 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 -55.4% for DVYE 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DVYE charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, DVYE currently yields 4.79% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

DVYE and VYM share 0 holdings out of 711 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 VYM?

DVYE has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, DVYE or VYM?

Over the past year DVYE returned +24.27% vs +23.48% for VYM, so DVYE leads on 1-year performance. Over the longest common window we track (15 years), DVYE annualized -0.08% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, DVYE or VYM?

DVYE has been the more volatile fund at 17.2% annualized versus 14.6% for VYM. Worst drawdown: DVYE -55.4% vs VYM -58.8%.

Should I hold both DVYE and VYM?

DVYE and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DVYE and VYM?

DVYE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 711 unique securities.

Which pays a higher dividend, DVYE or VYM?

DVYE yields 4.79% while VYM yields 2.24%, so DVYE currently pays the higher dividend yield.

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