DYLG vs VTI

DYLG vs VTI

Which is better, DYLG or VTI?

Multi Alternative against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 54.9%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: VTI

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

MetricDYLGVTI
Expense Ratio0.35%0.03%Best
AUM$6M$666.9B
Dividend Yield9.00%1.03%
Holdings343,543
YTD Return+7.93%+12.28%Best
1Y Return+14.36%+16.78%Best
3Y Return (annualized)+13.62%+20.89%Best
5Y Return (annualized)-+11.94%
Volatility (annualized)9.3%Best13.2%
Max Drawdown-14.2%Best-19.3%
$10,000 over 3.1 years$14,383$17,058Best
Top 10 Weight54.9%33.3%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJul 25, 2023May 24, 2001

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Jul 26, 2023 to Sep 17, 2026 (3.1 years).

DYLG vs VTI 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 3.1 years both funds cover.

DYLG vs VTI Performance

Global X Dow 30 Covered Call & Growth ETF (DYLG) is an ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DYLG returned +14.36% while VTI returned +16.78%. Year to date, DYLG is up 7.93% versus a gain of 12.28% for VTI.

Over three years, DYLG compounded at +13.62% per year against +20.89% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 9.3% for DYLG. 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 -14.2% for DYLG and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DYLG charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, DYLG currently yields 9.00% against 1.03% for VTI.

Holdings Overlap

DYLG already in VTI100.0%
VTI already in DYLG34.3%

100.0% of DYLG's money is in holdings VTI also owns. 34.3% of VTI's money is in holdings DYLG also owns.

Most of DYLG is already inside VTI. Owning both mostly buys the same companies twice.

30 positions in common, counted across the 30 positions we hold weights for in DYLG and 3,463 in VTI, against full books of 34 and 3,543.

What only one of them owns

Our book lists 1,120 positions for VTI that do not appear in our book for DYLG (63.1% of the fund), and 0 for DYLG that do not appear in VTI (0.0%).

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.

Top Shared Holdings

StockWeight in DYLGWeight in VTIDifference
GSGoldman Sachs Group Inc/The11.29%0.40%10.89%
MSFTMicrosoft Corp5.64%4.79%0.85%
AAPLApple, Inc3.66%6.29%2.63%
CATCaterpillar, Inc.8.78%0.52%8.26%
NVDANvidia Corp2.45%6.40%3.95%
GOOGLAlphabet Inc,class A3.77%2.90%0.87%
AMZNAmazon.Com Inc2.87%3.65%0.78%
JPMJpmorgan Chase4.00%1.31%2.69%
AMGNAmgen Inc.4.94%0.29%4.65%
VVisa Inc Class A4.20%0.83%3.37%

100.0% of DYLG is already inside VTI.

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

DYLGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DYLG or VTI?

DYLG has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option, by $32 a year on a $10,000 investment.

Which performed better, DYLG or VTI?

Over the past year DYLG returned +14.36% vs +16.78% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DYLG or VTI?

VTI has been the more volatile fund at 13.2% annualized versus 9.3% for DYLG. Worst drawdown: DYLG -14.2% vs VTI -19.3%.

Should I hold both DYLG and VTI?

DYLG and VTI have a monthly-return correlation of 0.88, 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 DYLG and VTI?

100.0% of DYLG's money is in holdings VTI also owns. 34.3% of VTI's is in holdings DYLG also owns. They hold 30 positions in common, counted across the 30 positions we hold weights for in DYLG and 3,463 in VTI.

Which pays a higher dividend, DYLG or VTI?

DYLG yields 9.00% while VTI yields 1.03%, so DYLG currently pays the higher dividend yield.

Is VTI better than DYLG?

VTI has a lower expense ratio. VTI led over 1Y, 3Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 54.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.