EMDV vs VYM

EMDV vs VYM

Which is better, EMDV or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. EMDV is less concentrated, with 24.9% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: EMDV

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

MetricEMDVVYM
Expense Ratio0.60%0.04%Best
AUM$7M$81.6B
Dividend Yield1.89%2.24%
Holdings49613
YTD Return+2.49%+15.29%Best
1Y Return+5.14%+22.23%Best
3Y Return (annualized)+4.31%+18.81%Best
5Y Return (annualized)-2.46%+12.14%Best
Volatility (annualized)16.0%13.9%Best
Max Drawdown-39.2%-35.7%Best
$10,000 over 5 years$8,829$17,734Best
Top 10 Weight24.9%Best25.9%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJan 25, 2016Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2016 to Sep 3, 2026 (10.6 years).

EMDV 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 10.6 years both funds cover.

EMDV vs VYM Performance

ProShares MSCI Emerging Markets Dividend Growers ETF (EMDV) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EMDV returned +5.14% while VYM returned +22.23%. Year to date, EMDV is up 2.49% versus a gain of 15.29% for VYM.

Over three years, EMDV compounded at +4.31% per year against +18.81% for VYM; over five years the annualized figures are -2.46% and +12.14% respectively. Across the full 11-year window we track, VYM has the edge at +11.18% annualized vs +3.89%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EMDV has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 13.9% 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 -39.2% for EMDV and -35.7% 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 0.60. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EMDV charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, EMDV currently yields 1.89% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 47 holdings in EMDV and 603 in VYM, totalling 98.9% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 47 positions we hold weights for in EMDV and 603 in VYM, against full books of 49 and 613.

What only one of them owns

Our book lists 570 positions for VYM that do not appear in our book for EMDV (97.4% of the fund), and 1 for EMDV that do not appear in VYM (2.0%).

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

EMDVVYM

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Frequently Asked Questions

Which is cheaper, EMDV or VYM?

EMDV has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.

Which performed better, EMDV or VYM?

Over the past year EMDV returned +5.14% vs +22.23% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), EMDV annualized +3.89% vs +11.18% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EMDV or VYM?

EMDV has been the more volatile fund at 16.0% annualized versus 13.9% for VYM. Worst drawdown: EMDV -39.2% vs VYM -35.7%.

Should I hold both EMDV and VYM?

EMDV and VYM have a monthly-return correlation of 0.60, 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, EMDV or VYM?

EMDV yields 1.89% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than EMDV?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. EMDV is less concentrated, with 24.9% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.