IDVY vs VYM

IDVY vs VYM

Which is better, IDVY or VYM?

VYM costs less.

VYM has a lower expense ratio. IDVY is less concentrated, with 12.8% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMLess Concentrated: IDVY

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

MetricIDVYVYM
Expense Ratio0.60%0.04%Best
AUM$1M$81.6B
Dividend Yield0.76%2.24%
Holdings156613
YTD Return+8.57%+14.82%Best
1Y Return-+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Top 10 Weight12.8%Best25.9%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionFeb 10, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

IDVY 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IDVY vs VYM Performance

First Trust International Rising Dividend Achievers ETF (IDVY) is an ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, IDVY is up 8.57% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

IDVY 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, IDVY currently yields 0.76% against 2.24% for VYM.

Holdings Overlap

IDVY already in VYM0.3%
VYM already in IDVY0.3%

0.3% of IDVY's money is in holdings VYM also owns. 0.3% of VYM's money is in holdings IDVY also owns.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 152 positions we hold weights for in IDVY and 603 in VYM, against full books of 156 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for IDVY (97.1% of the fund), and 4 for IDVY that do not appear in VYM (2.4%).

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.

Top Shared Holdings

StockWeight in IDVYWeight in VYMDifference
HONHoneywell International Inc.0.25%0.29%0.04%

You are not choosing between two funds in isolation.

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

IDVYVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IDVY or VYM?

IDVY 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 pays a higher dividend, IDVY or VYM?

IDVY yields 0.76% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than IDVY?

VYM has a lower expense ratio. IDVY is less concentrated, with 12.8% 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.