IDVO vs VYM

Quick Verdict

VYM has a lower expense ratio. IDVO delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: IDVOMore Diversified: VYM

Side-by-Side Comparison

MetricIDVOVYMWinner
Expense Ratio0.65%0.04%
AUM$1.3B$79.0B
Dividend Yield6.17%2.86%
Holdings75568
YTD Return+13.68%+16.53%
1Y Return+29.90%+25.03%
3Y Return (annualized)+23.14%+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)13.1%14.6%
Max Drawdown-15.5%-58.8%
Fund FamilyAmplify ETFsVanguard (US)
CategoryEquityEquity
InceptionSep 8, 2022Nov 10, 2006

IDVO vs VYM Performance

Amplify International Enhanced Dividend Income ETF (IDVO) is a ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IDVO returned +29.90% while VYM returned +25.03%. Year to date, IDVO is up 13.68% versus a gain of 16.53% for VYM.

Over three years, IDVO compounded at +23.14% per year against +18.54% for VYM. Across the full 4-year window we track, IDVO has the edge at +21.64% annualized vs +7.10%. 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 13.1% for IDVO. 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 -15.5% for IDVO 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 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

IDVO charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, IDVO currently yields 6.17% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

IDVO and VYM share 1 holdings out of 613 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IDVOWeight in VYMDifference
SCCO2.66%0.08%2.58%

Frequently Asked Questions

Which is cheaper, IDVO or VYM?

IDVO has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, IDVO or VYM?

Over the past year IDVO returned +29.90% vs +25.03% for VYM, so IDVO leads on 1-year performance. Over the longest common window we track (4 years), IDVO annualized +21.64% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, IDVO or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 13.1% for IDVO. Worst drawdown: IDVO -15.5% vs VYM -58.8%.

Should I hold both IDVO and VYM?

IDVO and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IDVO and VYM?

IDVO and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 613 unique securities.

Which pays a higher dividend, IDVO or VYM?

IDVO yields 6.17% while VYM yields 2.86%, so IDVO currently pays the higher dividend yield.

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