DYLG vs VYM

DYLG vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDYLGVYMWinner
Expense Ratio0.35%0.04%
AUM$6M$81.6B
Dividend Yield9.26%2.24%
Holdings34616
YTD Return+10.24%+15.34%
1Y Return+19.50%+23.24%
3Y Return (annualized)+14.85%+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)9.3%14.6%
Max Drawdown-14.2%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryAlternativeEquity
InceptionJul 25, 2023Nov 10, 2006

DYLG vs VYM Performance

Global X Dow 30 Covered Call & Growth ETF (DYLG) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DYLG returned +19.50% while VYM returned +23.24%. Year to date, DYLG is up 10.24% versus a gain of 15.34% for VYM.

Over three years, DYLG compounded at +14.85% per year against +19.22% for VYM. Across the full 3-year window we track, DYLG has the edge at +13.53% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DYLG charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, DYLG currently yields 9.26% against 2.24% for VYM.

Holdings Overlap

12.7%overlap

DYLG and VYM share 12 holdings out of 614 unique holdings combined, representing a 12.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DYLGWeight in VYMDifference
CVX11.84%1.28%10.56%
MMM11.69%0.35%11.34%
CSCO4.05%1.93%2.12%
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IBMProProPro
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Frequently Asked Questions

Which is cheaper, DYLG or VYM?

DYLG has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, DYLG or VYM?

Over the past year DYLG returned +19.50% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), DYLG annualized +13.53% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, DYLG or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 9.3% for DYLG. Worst drawdown: DYLG -14.2% vs VYM -58.8%.

Should I hold both DYLG and VYM?

DYLG and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DYLG and VYM?

DYLG and VYM share 12 common holdings with a 12.7% weight overlap. Combined, they hold 614 unique securities.

Which pays a higher dividend, DYLG or VYM?

DYLG yields 9.26% while VYM yields 2.24%, so DYLG currently pays the higher dividend yield.

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