DDXX vs VYM

DDXX vs VYM

Which is better, DDXX or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): VYM

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

MetricDDXXVYM
Expense Ratio0.25%0.04%Best
AUM$21M$78.9B
Dividend Yield1.95%2.37%
Holdings20608
YTD Return+9.63%+11.83%Best
1Y Return+11.85%+15.96%Best
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+11.51%
Top 10 Weight-25.8%
Fund FamilyDiscipline FundsVanguard (US)
CategoryAllocation/BalancedEquity
Style-Large Cap Value
InceptionNov 12, 2025Nov 10, 2006

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

DDXX 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.

DDXX vs VYM Performance

Defined Duration 20 ETF (DDXX) is an ETF from Discipline Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DDXX returned +11.85% while VYM returned +15.96%. Year to date, DDXX is up 9.63% versus a gain of 11.83% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

DDXX charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, DDXX currently yields 1.95% against 2.37% for VYM.

Holdings Overlap

We hold position weights for 9 holdings in DDXX and 602 in VYM, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 9 positions we hold weights for in DDXX and 602 in VYM, against full books of 20 and 608.

What only one of them owns

Our book lists 573 positions for VYM that do not appear in our book for DDXX (97.9% of the fund), and 9 for DDXX that do not appear in VYM (100.0%).

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.

You are not choosing between two funds in isolation.

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

DDXXVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DDXX or VYM?

DDXX has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option, by $21 a year on a $10,000 investment.

Which performed better, DDXX or VYM?

Over the past year DDXX returned +11.85% vs +15.96% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, DDXX or VYM?

DDXX yields 1.95% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.

Is VYM better than DDXX?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.