IDV vs VYM
iShares International Select Dividend ETF vs Vanguard High Dividend Yield ETF
Which is better, IDV or VYM?
Each has led over a different period.
VYM has a lower expense ratio. IDV led over 1Y, 3Y and 5Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 27.1%.
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 | IDV | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $8.6B | $81.6B |
| Dividend Yield | 5.12% | 2.24% |
| Holdings | 125 | 613 |
| YTD Return | +13.67% | +14.82%Best |
| 1Y Return | +28.53%Best | +20.84% |
| 3Y Return (annualized) | +26.25%Best | +18.64% |
| 5Y Return (annualized) | +13.32%Best | +12.28% |
| Volatility (annualized) | 22.6% | 14.7%Best |
| Max Drawdown | -76.3% | -58.8%Best |
| $10,000 over 5 years | $18,687Best | $17,845 |
| Top 10 Weight | 27.1% | 25.9%Best |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jun 11, 2007 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jun 15, 2007 to Sep 4, 2026 (19.2 years).
IDV 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 19.2 years both funds cover.
IDV vs VYM Performance
iShares International Select Dividend ETF (IDV) 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 IDV returned +28.53% while VYM returned +20.84%. Year to date, IDV is up 13.67% versus a gain of 14.82% for VYM.
Over three years, IDV compounded at +26.25% per year against +18.64% for VYM; over five years the annualized figures are +13.32% and +12.28% respectively. Across the full 19-year window we track, VYM has the edge at +6.71% annualized vs +1.14%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IDV has been the more volatile fund, with annualized monthly volatility of 22.6% compared with 14.7% 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 -76.3% for IDV and -58.8% 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IDV charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, IDV currently yields 5.12% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 98 holdings in IDV and 603 in VYM, totalling 99.1% 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 98 positions we hold weights for in IDV and 603 in VYM, against full books of 125 and 613.
What only one of them owns
Our book lists 570 positions for VYM that do not appear in our book for IDV (97.4% of the fund), and 4 for IDV that do not appear in VYM (2.8%).
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 IDV 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, IDV or VYM?
IDV has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, IDV or VYM?
Over the past year IDV returned +28.53% vs +20.84% for VYM, so IDV leads on 1-year performance. Over the longest common window we track (19 years), IDV annualized +1.14% vs +6.71% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IDV or VYM?
IDV has been the more volatile fund at 22.6% annualized versus 14.7% for VYM. Worst drawdown: IDV -76.3% vs VYM -58.8%.
Should I hold both IDV and VYM?
IDV and VYM have a monthly-return correlation of 0.72, 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, IDV or VYM?
IDV yields 5.12% while VYM yields 2.24%, so IDV currently pays the higher dividend yield.
Is VYM better than IDV?
VYM has a lower expense ratio. IDV led over 1Y, 3Y and 5Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 27.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.