IDEV vs VYM

IDEV vs VYM
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Quick Verdict

VYM delivered stronger 1-year returns. IDEV offers more diversification with 2,344 holdings.

Lower Fees: TiedHigher Returns: VYMMore Diversified: IDEV

Side-by-Side Comparison

MetricIDEVVYMWinner
Expense Ratio0.04%0.04%
AUM$32.7B$81.6B
Dividend Yield3.15%2.24%
Holdings2,344616
YTD Return+14.03%+16.42%
1Y Return+23.78%+24.22%
3Y Return (annualized)+19.08%+19.03%
5Y Return (annualized)+9.27%+12.21%
Volatility (annualized)15.4%14.6%
Max Drawdown-38.4%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 21, 2017Nov 10, 2006

IDEV vs VYM Performance

iShares Core MSCI International Developed Markets ETF (IDEV) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IDEV returned +23.78% while VYM returned +24.22%. Year to date, IDEV is up 14.03% versus a gain of 16.42% for VYM.

Over three years, IDEV compounded at +19.08% per year against +19.03% for VYM; over five years the annualized figures are +9.27% and +12.21% respectively. Across the full 9-year window we track, IDEV has the edge at +8.49% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IDEV has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.6% 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 -38.4% for IDEV 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDEV charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, IDEV currently yields 3.15% against 2.24% for VYM.

Holdings Overlap

0.1%overlap

IDEV and VYM share 2 holdings out of 1928 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDEVWeight in VYMDifference
MRK0.07%1.32%1.25%
TIGO:LU0.03%0.03%0.00%

Frequently Asked Questions

Which is cheaper, IDEV or VYM?

IDEV has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, IDEV or VYM?

Over the past year IDEV returned +23.78% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), IDEV annualized +8.49% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, IDEV or VYM?

IDEV has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: IDEV -38.4% vs VYM -58.8%.

Should I hold both IDEV and VYM?

IDEV and VYM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDEV and VYM?

IDEV and VYM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 1928 unique securities.

Which pays a higher dividend, IDEV or VYM?

IDEV yields 3.15% while VYM yields 2.24%, so IDEV currently pays the higher dividend yield.

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