IDVZ vs VYM
Polen International Dividend Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | IDVZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.04% | |
| AUM | $196M | $81.6B | |
| Dividend Yield | 3.36% | 2.24% | |
| Holdings | 44 | 616 | |
| YTD Return | +8.89% | +15.34% | |
| 1Y Return | +17.84% | +23.24% | |
| 3Y Return (annualized) | - | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 10.1% | 14.6% | |
| Max Drawdown | -11.0% | -58.8% | |
| Fund Family | TrueShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 26, 2024 | Nov 10, 2006 |
IDVZ vs VYM Performance
Polen International Dividend Income ETF (IDVZ) is a ETF from TrueShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IDVZ returned +17.84% while VYM returned +23.24%. Year to date, IDVZ is up 8.89% versus a gain of 15.34% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.1% for IDVZ. 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 -11.0% for IDVZ 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IDVZ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, IDVZ currently yields 3.36% against 2.24% for VYM.
Holdings Overlap
IDVZ and VYM share 1 holdings out of 646 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IDVZ | Weight in VYM | Difference |
|---|---|---|---|
| UVV | 2.95% | 0.01% | 2.94% |
Frequently Asked Questions
Which is cheaper, IDVZ or VYM?
IDVZ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
Which performed better, IDVZ or VYM?
Over the past year IDVZ returned +17.84% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), IDVZ annualized +24.48% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, IDVZ or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.1% for IDVZ. Worst drawdown: IDVZ -11.0% vs VYM -58.8%.
Should I hold both IDVZ and VYM?
IDVZ and VYM have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDVZ and VYM?
IDVZ and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 646 unique securities.
Which pays a higher dividend, IDVZ or VYM?
IDVZ yields 3.36% while VYM yields 2.24%, so IDVZ currently pays the higher dividend yield.
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