DXUV vs VYM

DXUV vs VYM
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Quick Verdict

VYM has a lower expense ratio. DXUV delivered stronger 1-year returns. DXUV offers more diversification with 2,030 holdings.

Lower Fees: VYMHigher Returns: DXUVMore Diversified: DXUV

Side-by-Side Comparison

MetricDXUVVYMWinner
Expense Ratio0.25%0.04%
AUM$580M$81.6B
Dividend Yield0.97%2.24%
Holdings2,030616
YTD Return+17.14%+15.60%
1Y Return+25.14%+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)13.0%14.6%
Max Drawdown-21.1%-58.8%
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
InceptionSep 13, 2024Nov 10, 2006

DXUV vs VYM Performance

Dimensional US Vector Equity ETF (DXUV) is a ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DXUV returned +25.14% while VYM returned +23.48%. Year to date, DXUV is up 17.14% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.0% for DXUV. 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 -21.1% for DXUV 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 almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DXUV charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, DXUV currently yields 0.97% against 2.24% for VYM.

Holdings Overlap

31.0%overlap

DXUV and VYM share 498 holdings out of 2118 unique holdings combined, representing a 31.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DXUVWeight in VYMDifference
AVGO0.30%7.29%6.99%
JPM0.73%3.38%2.65%
JNJ0.42%2.54%2.12%
XOMProProPro
CATProProPro
ABBVProProPro
CSCOProProPro
HDProProPro
PGProProPro
UNHProProPro
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Frequently Asked Questions

Which is cheaper, DXUV or VYM?

DXUV has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, DXUV or VYM?

Over the past year DXUV returned +25.14% vs +23.48% for VYM, so DXUV leads on 1-year performance. Over the longest common window we track (2 years), DXUV annualized +19.63% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, DXUV or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.0% for DXUV. Worst drawdown: DXUV -21.1% vs VYM -58.8%.

Should I hold both DXUV and VYM?

DXUV and VYM have a monthly-return correlation of 0.90, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DXUV and VYM?

DXUV and VYM share 498 common holdings with a 31.0% weight overlap. Combined, they hold 2118 unique securities.

Which pays a higher dividend, DXUV or VYM?

DXUV yields 0.97% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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