IDRV vs VYM
iShares Self-Driving EV and Tech ETF vs Vanguard High Dividend Yield ETF
Which is better, IDRV 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. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 40.1%.
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
| Metric | IDRV | VYM |
|---|---|---|
| Expense Ratio | 0.48% | 0.04%Best |
| AUM | $152M | $81.6B |
| Dividend Yield | 1.76% | 2.24% |
| Holdings | 78 | 613 |
| YTD Return | -3.54% | +14.82%Best |
| 1Y Return | +8.53% | +20.84%Best |
| 3Y Return (annualized) | -0.35% | +18.64%Best |
| 5Y Return (annualized) | -4.13% | +12.28%Best |
| Volatility (annualized) | 27.8% | 15.3%Best |
| Max Drawdown | -53.0% | -35.7%Best |
| $10,000 over 5 years | $8,099 | $17,845Best |
| Top 10 Weight | 40.1% | 25.9%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 16, 2019 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 18, 2019 to Sep 4, 2026 (7.4 years).
IDRV 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 7.4 years both funds cover.
IDRV vs VYM Performance
iShares Self-Driving EV and Tech ETF (IDRV) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IDRV returned +8.53% while VYM returned +20.84%. Year to date, IDRV is down 3.54% versus a gain of 14.82% for VYM.
Over three years, IDRV compounded at -0.35% per year against +18.64% for VYM; over five years the annualized figures are -4.13% and +12.28% respectively. Across the full 7-year window we track, VYM has the edge at +11.25% annualized vs +6.40%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDRV has been the more volatile fund, with annualized monthly volatility of 27.8% compared with 15.3% 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 -53.0% for IDRV 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 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IDRV charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, IDRV currently yields 1.76% against 2.24% for VYM.
Holdings Overlap
12.1% of IDRV's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings IDRV also owns.
IDRV and VYM share little of their money.
5 positions in common, counted across the 54 positions we hold weights for in IDRV and 602 in VYM, against full books of 78 and 613.
What only one of them owns
Our book lists 565 positions for VYM that do not appear in our book for IDRV (97.1% of the fund), and 17 for IDRV that do not appear in VYM (18.6%).
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 IDRV and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IDRV or VYM?
IDRV has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, IDRV or VYM?
Over the past year IDRV returned +8.53% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), IDRV annualized +6.40% vs +11.25% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDRV or VYM?
IDRV has been the more volatile fund at 27.8% annualized versus 15.3% for VYM. Worst drawdown: IDRV -53.0% vs VYM -35.7%.
Should I hold both IDRV and VYM?
IDRV and VYM have a monthly-return correlation of 0.69, 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 IDRV and VYM?
12.1% of IDRV's money is in holdings VYM also owns. 0.2% of VYM's is in holdings IDRV also owns. They hold 5 positions in common, counted across the 54 positions we hold weights for in IDRV and 602 in VYM.
Which pays a higher dividend, IDRV or VYM?
IDRV yields 1.76% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than IDRV?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 40.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.