DXUV vs VYM

DXUV vs VYM

Which is better, DXUV or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. DXUV led over 1Y and the full window. DXUV is less concentrated, with 23.1% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: DXUVLess Concentrated: DXUV

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

MetricDXUVVYM
Expense Ratio0.25%0.04%Best
AUM$6.1B$83.1B
Dividend Yield0.95%2.22%
Holdings2,030608
YTD Return+13.93%Best+9.22%
1Y Return+19.01%Best+12.81%
3Y Return (annualized)-+18.21%
5Y Return (annualized)-+11.39%
Volatility (annualized)12.9%10.8%Best
Max Drawdown-21.1%-14.5%Best
$10,000 over 2 years$13,680Best$13,313
Top 10 Weight23.1%Best26.1%
Fund FamilyDimensionalVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionSep 13, 2024Nov 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 25, 2026 (2 years).

DXUV 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.

DXUV vs VYM Performance

Dimensional US Vector Equity ETF (DXUV) is an ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DXUV returned +19.01% while VYM returned +12.81%. Year to date, DXUV is up 13.93% versus a gain of 9.22% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DXUV has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 10.8% 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 -21.1% for DXUV 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 0.89. They usually move together, but the gap leaves some room for diversification.

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 0.95% against 2.22% for VYM.

Holdings Overlap

DXUV already in VYM37.8%
VYM already in DXUV88.1%

37.8% of DXUV's money is in holdings VYM also owns. 88.1% of VYM's money is in holdings DXUV also owns.

Most of VYM is already inside DXUV. Owning both mostly buys the same companies twice.

The two holdings books were reported 46 days apart, DXUV as of Sep 15, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

471 positions in common, counted across the 2,026 positions we hold weights for in DXUV and 557 in VYM, against full books of 2,030 and 608.

What only one of them owns

Our book lists 71 positions for VYM that do not appear in our book for DXUV (9.3% of the fund), and 929 for DXUV that do not appear in VYM (59.1%).

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.

Top Shared Holdings

StockWeight in DXUVWeight in VYMDifference
AVGOBroadcom Inc0.80%7.35%6.55%
JPMJpmorgan Chase0.75%3.82%3.07%
XOMExxon Mobil Corp.0.52%2.63%2.11%
JNJJohnson & Johnson - Common0.41%2.51%2.10%
CSCOCisco Systems Inc. - Ordinary Shares0.13%1.86%1.73%
ABBVAbbvie Inc.0.13%1.80%1.67%
CATCaterpillar, Inc.0.35%1.50%1.15%
BACBank of America Corp.: Financials0.19%1.66%1.47%
MRKMerck & Company Inc0.50%1.31%0.81%
HDHome Depot Inc/The0.43%1.34%0.91%

88.1% of VYM is already inside DXUV.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DXUVVYM

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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, by $21 a year on a $10,000 investment.

Which performed better, DXUV or VYM?

Over the past year DXUV returned +19.01% vs +12.81% for VYM, so DXUV leads on 1-year performance. Over the longest common window we track (2 years), DXUV annualized +16.96% vs +15.38% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DXUV or VYM?

DXUV has been the more volatile fund at 12.9% annualized versus 10.8% for VYM. Worst drawdown: DXUV -21.1% vs VYM -14.5%.

Should I hold both DXUV and VYM?

DXUV and VYM have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DXUV and VYM?

88.1% of VYM's money is in holdings DXUV also owns. 88.1% of VYM's is in holdings DXUV also owns. They hold 471 positions in common, counted across the 2,026 positions we hold weights for in DXUV and 557 in VYM.

Which pays a higher dividend, DXUV or VYM?

DXUV yields 0.95% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than DXUV?

VYM has a lower expense ratio. DXUV led over 1Y and the full window. DXUV is less concentrated, with 23.1% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.