DDWM vs VYM

DDWM vs VYM

Which is better, DDWM or VYM?

Each has led over a different period.

VYM has a lower expense ratio. DDWM led over 5Y, VYM over 1Y, 3Y and the full window.

Lower Fees: VYMHigher Returns: split

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

MetricDDWMVYM
Expense Ratio0.40%0.04%Best
AUM$1.4B$78.9B
Dividend Yield2.55%2.37%
Holdings1,482608
YTD Return+3.66%+11.83%Best
1Y Return+9.36%+15.96%Best
3Y Return (annualized)+16.79%+18.60%Best
5Y Return (annualized)+11.86%Best+11.51%
Volatility (annualized)12.3%Best14.0%
Max Drawdown-35.0%Best-35.7%
$10,000 over 5 years$17,514Best$17,241
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJan 7, 2016Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 7, 2016 to Oct 14, 2026 (10.8 years).

DDWM 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 10.8 years both funds cover.

DDWM vs VYM Performance

WisdomTree Dynamic International Equity Fund (DDWM) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DDWM returned +9.36% while VYM returned +15.96%. Year to date, DDWM is up 3.66% versus a gain of 11.83% for VYM.

Over three years, DDWM compounded at +16.79% per year against +18.60% for VYM; over five years the annualized figures are +11.86% and +11.51% respectively. Across the full 11-year window we track, VYM has the edge at +10.50% annualized vs +9.78%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 12.3% for DDWM. 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 -35.0% for DDWM and -35.7% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DDWM charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, DDWM currently yields 2.55% against 2.37% for VYM.

Holdings Overlap

VYM already in DDWM0.1%

At least 0.1% of VYM's money is in holdings DDWM also owns.

Stated as a floor: for DDWM, our book for it covers 93.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

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

3 positions in common, counted across the 1,182 positions we hold weights for in DDWM and 602 in VYM, against full books of 1,482 and 608.

Top Shared Holdings

StockWeight in DDWMWeight in VYMDifference
AMAntero Midstream Corporationam0.08%0.03%0.05%
BGBunge Global Sa Common Shares0.03%0.06%0.03%
FIBKFirst Intst Bancsyst Inc Cl A0.00%0.01%0.01%

You are not choosing between two funds in isolation.

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

DDWMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDWM or VYM?

DDWM has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, DDWM or VYM?

Over the past year DDWM returned +9.36% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), DDWM annualized +9.78% vs +10.50% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DDWM or VYM?

VYM has been the more volatile fund at 14.0% annualized versus 12.3% for DDWM. Worst drawdown: DDWM -35.0% vs VYM -35.7%.

Should I hold both DDWM and VYM?

DDWM and VYM have a monthly-return correlation of 0.85, 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, DDWM or VYM?

DDWM yields 2.55% while VYM yields 2.37%, so DDWM currently pays the higher dividend yield.

Is VYM better than DDWM?

VYM has a lower expense ratio. DDWM led over 5Y, VYM over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.