DYLG vs VTI

DYLG vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricDYLGVTIWinner
Expense Ratio0.35%0.03%
AUM$6M$666.9B
Dividend Yield9.26%1.07%
Holdings343,543
YTD Return+10.45%+13.12%
1Y Return+18.52%+20.82%
3Y Return (annualized)+14.66%+21.43%
5Y Return (annualized)-+11.84%
Volatility (annualized)9.3%15.3%
Max Drawdown-14.2%-56.6%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionJul 25, 2023May 24, 2001

DYLG vs VTI Performance

Global X Dow 30 Covered Call & Growth ETF (DYLG) is a ETF from Global X by mirae Asset and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DYLG returned +18.52% while VTI returned +20.82%. Year to date, DYLG is up 10.45% versus a gain of 13.12% for VTI.

Over three years, DYLG compounded at +14.66% per year against +21.43% for VTI. Across the full 3-year window we track, DYLG has the edge at +13.55% annualized vs +8.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.89. 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 9.26% against 1.07% for VTI.

Holdings Overlap

14.0%overlap

DYLG and VTI share 19 holdings out of 2791 unique holdings combined, representing a 14.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DYLGWeight in VTIDifference
CVX11.84%0.43%11.41%
MMM11.69%0.12%11.57%
AAPL3.23%5.84%2.61%
NVDAProProPro
AMZNProProPro
CRMProProPro
WMTProProPro
PGProProPro
VProProPro
CSCOProProPro
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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. On a $10,000 investment, that is $32 per year of difference.

Which performed better, DYLG or VTI?

Over the past year DYLG returned +18.52% vs +20.82% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), DYLG annualized +13.55% vs +8.08% for VTI. Past performance does not guarantee future results.

Which is riskier, DYLG or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 9.3% for DYLG. Worst drawdown: DYLG -14.2% vs VTI -56.6%.

Should I hold both DYLG and VTI?

DYLG and VTI have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DYLG and VTI?

DYLG and VTI share 19 common holdings with a 14.0% weight overlap. Combined, they hold 2791 unique securities.

Which pays a higher dividend, DYLG or VTI?

DYLG yields 9.26% while VTI yields 1.07%, so DYLG currently pays the higher dividend yield.

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