DYFI vs VYM

DYFI vs VYM

Which is better, DYFI or VYM?

Long Term Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricDYFIVYM
Expense Ratio1.12%0.04%Best
AUM$59M$81.6B
Dividend Yield4.61%2.22%
Holdings11613
YTD Return-0.20%+13.91%Best
1Y Return+0.60%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)3.0%Best10.2%
Max Drawdown-4.5%Best-14.5%
$10,000 over 2.7 years$10,253$15,652Best
Top 10 Weight-25.9%
Fund FamilyIDX FundsVanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Value
InceptionJan 10, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 10, 2024 to Sep 11, 2026 (2.7 years).

DYFI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

DYFI vs VYM Performance

IDX Dynamic Fixed Income ETF (DYFI) is an ETF from IDX Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DYFI returned +0.60% while VYM returned +17.57%. Year to date, DYFI is down 0.20% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.2% compared with 3.0% for DYFI. 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 -4.5% for DYFI 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DYFI charges 1.12% per year while VYM charges 0.04%. On a $10,000 position that is $112 vs $4 annually, a gap of $108 per year that compounds over a long holding period. On income, DYFI currently yields 4.61% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 9 holdings in DYFI and 603 in VYM, totalling 100.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 48 days apart, DYFI as of Aug 17, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 9 positions we hold weights for in DYFI and 603 in VYM, against full books of 11 and 613.

What only one of them owns

Our book lists 568 positions for VYM that do not appear in our book for DYFI (97.5% of the fund), and 9 for DYFI that do not appear in VYM (100.0%).

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 DYFI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DYFIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DYFI or VYM?

DYFI has an expense ratio of 1.12% while VYM charges 0.04%. VYM is the cheaper option, by $108 a year on a $10,000 investment.

Which performed better, DYFI or VYM?

Over the past year DYFI returned +0.60% vs +17.57% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DYFI or VYM?

VYM has been the more volatile fund at 10.2% annualized versus 3.0% for DYFI. Worst drawdown: DYFI -4.5% vs VYM -14.5%.

Should I hold both DYFI and VYM?

DYFI and VYM have a monthly-return correlation of 0.71, 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, DYFI or VYM?

DYFI yields 4.61% while VYM yields 2.22%, so DYFI currently pays the higher dividend yield.

Is VYM better than DYFI?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.