DFSU vs VYM
Dimensional US Sustainability Core 1 ETF vs Vanguard High Dividend Yield ETF
Which is better, DFSU or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. DFSU led over 3Y and the full window, VYM over 1Y.
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
| Metric | DFSU | VYM |
|---|---|---|
| Expense Ratio | 0.15% | 0.04%Best |
| AUM | $2.4B | $78.9B |
| Dividend Yield | 0.84% | 2.37% |
| Holdings | 1,951 | 608 |
| YTD Return | +10.23% | +11.83%Best |
| 1Y Return | +14.19% | +15.96%Best |
| 3Y Return (annualized) | +20.41%Best | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 13.7% | 11.6%Best |
| Max Drawdown | -19.9% | -14.5%Best |
| $10,000 over 3.9 years | $19,805Best | $16,830 |
| Fund Family | Dimensional | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Nov 1, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Nov 2, 2022 to Oct 14, 2026 (3.9 years).
DFSU 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 3.9 years both funds cover.
DFSU vs VYM Performance
Dimensional US Sustainability Core 1 ETF (DFSU) is an ETF from Dimensional and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DFSU returned +14.19% while VYM returned +15.96%. Year to date, DFSU is up 10.23% versus a gain of 11.83% for VYM.
Over three years, DFSU compounded at +20.41% per year against +18.60% for VYM. Across the full 4-year window we track, DFSU has the edge at +19.15% annualized vs +14.28%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DFSU has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 11.6% for VYM. 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 -19.9% for DFSU and -14.5% 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DFSU charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, DFSU currently yields 0.84% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 2 holdings in DFSU and 602 in VYM, totalling 0.0% 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 2 positions we hold weights for in DFSU and 602 in VYM, against full books of 1,951 and 608.
You are not choosing between two funds in isolation.
Whichever of DFSU and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFSU or VYM?
DFSU has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, DFSU or VYM?
Over the past year DFSU returned +14.19% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), DFSU annualized +19.15% vs +14.28% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DFSU or VYM?
DFSU has been the more volatile fund at 13.7% annualized versus 11.6% for VYM. Worst drawdown: DFSU -19.9% vs VYM -14.5%.
Should I hold both DFSU and VYM?
DFSU and VYM have a monthly-return correlation of 0.83, 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, DFSU or VYM?
DFSU yields 0.84% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than DFSU?
VYM has a lower expense ratio. DFSU led over 3Y and the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.