DWSH vs VYM

DWSH vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDWSHVYMWinner
Expense Ratio6.22%0.04%
AUM$6M$81.6B
Dividend Yield6.98%2.24%
Holdings101616
YTD Return-15.76%+15.25%
1Y Return-13.89%+22.18%
3Y Return (annualized)-7.54%+18.83%
5Y Return (annualized)-4.92%+12.09%
Volatility (annualized)30.6%14.6%
Max Drawdown-84.4%-58.8%
Fund FamilyAdvisor SharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 10, 2018Nov 10, 2006

DWSH vs VYM Performance

AdvisorShares Dorsey Wright Short ETF (DWSH) is a ETF from Advisor Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DWSH returned -13.89% while VYM returned +22.18%. Year to date, DWSH is down 15.76% versus a gain of 15.25% for VYM.

Over three years, DWSH compounded at -7.54% per year against +18.83% for VYM; over five years the annualized figures are -4.92% and +12.09% respectively. Across the full 8-year window we track, VYM has the edge at +7.03% annualized vs -14.87%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWSH has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -84.4% for DWSH 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 -0.84. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DWSH charges 6.22% per year while VYM charges 0.04%. On a $10,000 position that is $622 vs $4 annually, a gap of $618 per year that compounds over a long holding period. On income, DWSH currently yields 6.98% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

DWSH and VYM share 36 holdings out of 666 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DWSHWeight in VYMDifference
ABT-1.15%0.65%1.80%
NKE-0.90%0.20%1.10%
FIS-0.82%0.08%0.90%
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Frequently Asked Questions

Which is cheaper, DWSH or VYM?

DWSH has an expense ratio of 6.22% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $618 per year of difference.

Which performed better, DWSH or VYM?

Over the past year DWSH returned -13.89% vs +22.18% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), DWSH annualized -14.87% vs +7.03% for VYM. Past performance does not guarantee future results.

Which is riskier, DWSH or VYM?

DWSH has been the more volatile fund at 30.6% annualized versus 14.6% for VYM. Worst drawdown: DWSH -84.4% vs VYM -58.8%.

Should I hold both DWSH and VYM?

DWSH and VYM have a monthly-return correlation of -0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DWSH and VYM?

DWSH and VYM share 36 common holdings with a 0.0% weight overlap. Combined, they hold 666 unique securities.

Which pays a higher dividend, DWSH or VYM?

DWSH yields 6.98% while VYM yields 2.24%, so DWSH currently pays the higher dividend yield.

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