DIM vs FYLD
WisdomTree International MidCap Dividend Fund vs Cambria Foreign Shareholder Yield ETF
Which is better, DIM or FYLD?
FYLD has been ahead.
DIM has a lower expense ratio. FYLD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. DIM is less concentrated, with 8.6% of the fund in its ten largest positions against 12.6%.
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 | DIM | FYLD |
|---|---|---|
| Expense Ratio | 0.58%Best | 0.59% |
| AUM | $159M | $739M |
| Dividend Yield | 3.04% | 2.90% |
| Holdings | 607 | 110 |
| YTD Return | +7.56% | +21.17%Best |
| 1Y Return | +14.33% | +31.20%Best |
| 3Y Return (annualized) | +19.41% | +22.93%Best |
| 5Y Return (annualized) | +8.56% | +12.75%Best |
| Volatility (annualized) | 15.1%Best | 16.1% |
| Max Drawdown | -44.5%Tie | -44.5%Tie |
| $10,000 over 5 years | $15,078 | $18,221Best |
| Top 10 Weight | 8.6%Best | 12.6% |
| Fund Family | WisdomTree Investments | Cambria Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Mid Cap Growth |
| Inception | Jun 16, 2006 | Dec 2, 2013 |
Volatility and max drawdown are measured over the window both funds cover: Dec 3, 2013 to Oct 14, 2026 (12.9 years).
DIM vs FYLD 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 12.9 years both funds cover.
DIM vs FYLD Performance
WisdomTree International MidCap Dividend Fund (DIM) is an ETF from WisdomTree Investments and Cambria Foreign Shareholder Yield ETF (FYLD) is an ETF from Cambria Investment Management. Over the past year DIM returned +14.33% while FYLD returned +31.20%. Year to date, DIM is up 7.56% versus a gain of 21.17% for FYLD.
Over three years, DIM compounded at +19.41% per year against +22.93% for FYLD; over five years the annualized figures are +8.56% and +12.75% respectively. Across the full 13-year window we track, FYLD has the edge at +8.22% annualized vs +4.91%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FYLD has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.1% for DIM. 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 -44.5% for DIM and -44.5% for FYLD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DIM charges 0.58% per year while FYLD charges 0.59%. On a $10,000 position that is $58 vs $59 annually, a gap of $1 per year that compounds over a long holding period. On income, DIM currently yields 3.04% against 2.90% for FYLD.
Holdings Overlap
7.8% of DIM's money is in holdings FYLD also owns. 23.6% of FYLD's money is in holdings DIM also owns.
FYLD and DIM share little of their money.
25 positions in common, counted across the 592 positions we hold weights for in DIM and 102 in FYLD, against full books of 607 and 110.
What only one of them owns
Our book lists 0 positions for FYLD that do not appear in our book for DIM (1.6% of the fund), and 7 for DIM that do not appear in FYLD (3.8%).
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.
Top Shared Holdings
| Stock | Weight in DIM | Weight in FYLD | Difference |
|---|---|---|---|
| WAWI:OSWallenius Wilhelmsen | 0.87% | 1.28% | 0.41% |
| TENR:MITenaris | 0.82% | 0.89% | 0.07% |
| AMUN:PAAmundi Sa | 0.73% | 0.97% | 0.24% |
| NN:ASNn Group Nv | 0.74% | 0.91% | 0.17% |
| ASRNL:ASAsr Nederland Nv | 0.56% | 0.98% | 0.42% |
| 5019:JPIdemitsu Kosan Co.,Ltd. Com Stk | 0.27% | 1.19% | 0.92% |
| 0288:HKW H Group Ltd. | 0.73% | 0.72% | 0.01% |
| AGN:ASAegon Ltd | 0.45% | 0.93% | 0.48% |
| SPMI:MISaipem Spa Common Stock Eur 0 | 0.39% | 0.89% | 0.50% |
| KGF:LNKingfisher Plc - Common | 0.18% | 1.03% | 0.85% |
23.6% of FYLD is already inside DIM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DIM or FYLD?
DIM has an expense ratio of 0.58% while FYLD charges 0.59%. DIM is the cheaper option, by $1 a year on a $10,000 investment.
Which performed better, DIM or FYLD?
Over the past year DIM returned +14.33% vs +31.20% for FYLD, so FYLD leads on 1-year performance. Over the longest common window we track (13 years), DIM annualized +4.91% vs +8.22% for FYLD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIM or FYLD?
FYLD has been the more volatile fund at 16.1% annualized versus 15.1% for DIM. Worst drawdown: DIM -44.5% vs FYLD -44.5%.
Should I hold both DIM and FYLD?
DIM and FYLD have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between DIM and FYLD?
23.6% of FYLD's money is in holdings DIM also owns. 23.6% of FYLD's is in holdings DIM also owns. They hold 25 positions in common, counted across the 592 positions we hold weights for in DIM and 102 in FYLD.
Which pays a higher dividend, DIM or FYLD?
DIM yields 3.04% while FYLD yields 2.90%, so DIM currently pays the higher dividend yield.
Is FYLD better than DIM?
DIM has a lower expense ratio. FYLD led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.93. DIM is less concentrated, with 8.6% of the fund in its ten largest positions against 12.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.