DXIV vs VYM
Dimensional International Vector Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, DXIV or VYM?
Mid Cap Value against Large Cap Value.
VYM has a lower expense ratio. DXIV led over 1Y and the full window. DXIV is less concentrated, with 6.3% of the fund in its ten largest positions against 25.9%.
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
| Metric | DXIV | VYM |
|---|---|---|
| Expense Ratio | 0.30% | 0.04%Best |
| AUM | $222M | $81.6B |
| Dividend Yield | 2.28% | 2.22% |
| Holdings | 2,695 | 613 |
| YTD Return | +14.05%Best | +13.15% |
| 1Y Return | +23.61%Best | +17.82% |
| 3Y Return (annualized) | - | +17.99% |
| 5Y Return (annualized) | - | +12.16% |
| Volatility (annualized) | 12.2% | 10.5%Best |
| Max Drawdown | -13.7%Best | -14.5% |
| $10,000 over 2 years | $15,302Best | $13,668 |
| Top 10 Weight | 6.3%Best | 25.9% |
| Fund Family | Dimensional | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Value |
| Inception | Sep 10, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 12, 2024 to Sep 10, 2026 (2 years).
DXIV vs VYM 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 covers the 2 years both funds cover.
DXIV vs VYM Performance
Dimensional International Vector Equity ETF (DXIV) is an ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DXIV returned +23.61% while VYM returned +17.82%. Year to date, DXIV is up 14.05% versus a gain of 13.15% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DXIV has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 10.5% 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 -13.7% for DXIV and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DXIV charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, DXIV currently yields 2.28% against 2.22% for VYM.
Holdings Overlap
0.1% of DXIV's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings DXIV also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
3 positions in common, counted across the 2,625 positions we hold weights for in DXIV and 603 in VYM, against full books of 2,695 and 613.
What only one of them owns
Our book lists 567 positions for VYM that do not appear in our book for DXIV (97.4% of the fund), and 29 for DXIV that do not appear in VYM (3.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of DXIV and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DXIV or VYM?
DXIV has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, DXIV or VYM?
Over the past year DXIV returned +23.61% vs +17.82% for VYM, so DXIV leads on 1-year performance. Over the longest common window we track (2 years), DXIV annualized +23.70% vs +16.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DXIV or VYM?
DXIV has been the more volatile fund at 12.2% annualized versus 10.5% for VYM. Worst drawdown: DXIV -13.7% vs VYM -14.5%.
Should I hold both DXIV and VYM?
DXIV and VYM have a monthly-return correlation of 0.65, 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, DXIV or VYM?
DXIV yields 2.28% while VYM yields 2.22%, so DXIV currently pays the higher dividend yield.
Is VYM better than DXIV?
VYM has a lower expense ratio. DXIV led over 1Y and the full window. DXIV is less concentrated, with 6.3% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.