KDVD vs VYM

KDVD vs VYM
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Quick Verdict

KDVD has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: KDVDHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricKDVDVYMWinner
Expense Ratio0.00%0.04%
AUM$9M$81.6B
Dividend Yield1.31%2.24%
Holdings72616
YTD Return+17.43%+15.60%
1Y Return-+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)-14.6%
Max Drawdown-11.0%-58.8%
Fund FamilyGabelli FundsVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2025Nov 10, 2006

KDVD vs VYM Performance

Keeley Dividend ETF (KDVD) is a ETF from Gabelli Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, KDVD is up 17.43% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.0% for KDVD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

KDVD charges 0.00% per year while VYM charges 0.04%. On a $10,000 position that is $0 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, KDVD currently yields 1.31% against 2.24% for VYM.

Holdings Overlap

3.1%overlap

KDVD and VYM share 36 holdings out of 635 unique holdings combined, representing a 3.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KDVDWeight in VYMDifference
MRK1.32%1.32%0.00%
VIRT2.06%0.02%2.04%
VCTR2.01%0.01%2.00%
FITBProProPro
SPBProProPro
VOYAProProPro
GENProProPro
CHEProProPro
RGAProProPro
EQHProProPro
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Frequently Asked Questions

Which is cheaper, KDVD or VYM?

KDVD has an expense ratio of 0.00% while VYM charges 0.04%. KDVD is the cheaper option. On a $10,000 investment, that is $4 per year of difference.

What is the holdings overlap between KDVD and VYM?

KDVD and VYM share 36 common holdings with a 3.1% weight overlap. Combined, they hold 635 unique securities.

Which pays a higher dividend, KDVD or VYM?

KDVD yields 1.31% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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