DXD vs VYM

DXD 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 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDXDVYMWinner
Expense Ratio0.95%0.04%
AUM$50M$81.6B
Dividend Yield4.01%2.24%
Holdings10613
YTD Return-16.22%+14.57%
1Y Return-25.23%+21.08%
3Y Return (annualized)-22.23%+18.16%
5Y Return (annualized)-15.54%+12.00%
Volatility (annualized)27.5%14.6%
Max Drawdown-99.8%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJul 11, 2006Nov 10, 2006

DXD vs VYM Performance

ProShares UltraShort Dow30 (DXD) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DXD returned -25.23% while VYM returned +21.08%. Year to date, DXD is down 16.22% versus a gain of 14.57% for VYM.

Over three years, DXD compounded at -22.23% per year against +18.16% for VYM; over five years the annualized figures are -15.54% and +12.00% respectively. Across the full 20-year window we track, VYM has the edge at +6.99% annualized vs -24.81%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DXD has been the more volatile fund, with annualized monthly volatility of 27.5% 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 -99.8% for DXD 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 -0.90. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DXD charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, DXD currently yields 4.01% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

DXD and VYM share 0 holdings out of 604 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, DXD or VYM?

DXD has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, DXD or VYM?

Over the past year DXD returned -25.23% vs +21.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), DXD annualized -24.81% vs +6.99% for VYM. Past performance does not guarantee future results.

Which is riskier, DXD or VYM?

DXD has been the more volatile fund at 27.5% annualized versus 14.6% for VYM. Worst drawdown: DXD -99.8% vs VYM -58.8%.

Should I hold both DXD and VYM?

DXD and VYM have a monthly-return correlation of -0.90, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DXD and VYM?

DXD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, DXD or VYM?

DXD yields 4.01% while VYM yields 2.24%, so DXD currently pays the higher dividend yield.

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