DVY vs VYM
Comparison between ISHARES SELECT DIVIDEND ETF (DVY, ETF) and VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES (VYM, ETF).
5-Year PerformanceVYM has outperformed DVY, delivering a return of +11.2% compared to +8.8%
DVY vs VYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DVY
$23B
Winner
VYM
$95B
Expense Ratio
DVY
0.38%
Winner
VYM
0.04%
Max Drawdown
DVY
65.23%
Winner
VYM
58.80%
Sharpe Ratio
DVY
1.63
Winner
VYM
1.86
5Y Beta
Winner
DVY
0.57
VYM
0.69
P/E Ratio
Winner
DVY
15.78
VYM
21.27
Forward P/E
Winner
DVY
12.04
VYM
16.26
PEG Ratio
DVY
0.20
VYM
N/A
5Y Dividends CAGR
DVY
12.31%
Winner
VYM
13.15%
5Y EPS CAGR
DVY
6.58%
Winner
VYM
11.85%
Debt to Equity
Winner
DVY
-35.34%
VYM
26.96%
P/S Ratio
Winner
DVY
1.09
VYM
2.11
P/B Ratio
Winner
DVY
1.80
VYM
3.18
DVY vs VYM - Holdings Comparison
DVY and VYM have 101 common holdings. Overlap is 20.85%
DVY's top 25 holdings weight is 38.83%. VYM's top 25 holdings weight is 41.56%.
| Rank | DVY | VYM |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 2.32% | BROADCOM INC (AVGO) - 8.00% |
| #2 | PFIZER INC (PFE) - 2.14% | JPMORGAN CHASE & CO (JPM) - 3.33% |
| #3 | T. ROWE PRICE GROUP INC (TROW) - 2.03% | EXXON MOBIL CORP (XOM) - 2.71% |
| #4 | PRUDENTIAL FINANCIAL INC (PRU) - 1.97% | JOHNSON & JOHNSON (JNJ) - 2.30% |
| #5 | HP INC (HPQ) - 1.94% | CATERPILLAR INC (CAT) - 1.71% |
| #6 | ONEOK INC (OKE) - 1.86% | ABBVIE INC (ABBV) - 1.55% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 1.85% | CISCO SYSTEMS INC (CSCO) - 1.51% |
| #8 | FORD MOTOR CO (F) - 1.71% | CHEVRON CORP (CVX) - 1.50% |
| #9 | EDISON INTERNATIONAL (EIX) - 1.57% | BANK OF AMERICA CORP (BAC) - 1.44% |
| #10 | KIMBERLY-CLARK CORP (KMB) - 1.52% | PROCTER & GAMBLE CO (PG) - 1.43% |
| #11 | DOMINION ENERGY INC (D) - 1.50% | UNITEDHEALTH GROUP INC (UNH) - 1.40% |
| #12 | GENERAL MILLS INC (GIS) - 1.45% | THE HOME DEPOT INC (HD) - 1.36% |
| #13 | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.42% | COCA-COLA CO (KO) - 1.27% |
| #14 | TARGET CORP (TGT) - 1.40% | MERCK & CO INC (MRK) - 1.13% |
| #15 | CVS HEALTH CORP (CVS) - 1.37% | ORACLE CORP (ORCL) - 1.13% |
| #16 | CHEVRON CORP (CVX) - 1.36% | THE GOLDMAN SACHS GROUP INC (GS) - 1.07% |
| #17 | EVERSOURCE ENERGY (ES) - 1.36% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.07% |
| #18 | TRUIST FINANCIAL CORP (TFC) - 1.34% | TEXAS INSTRUMENTS INC (TXN) - 1.06% |
| #19 | KEYCORP (KEY) - 1.32% | WELLS FARGO & CO (WFC) - 1.06% |
| #20 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.28% | LINDE PLC (LIN) - 0.98% |
| #21 | EOG RESOURCES INC (EOG) - 1.25% | RTX CORP (RTX) - 0.98% |
| #22 | U.S. BANCORP (USB) - 1.23% | PEPSICO INC (PEP) - 0.90% |
| #23 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.22% | MORGAN STANLEY (MS) - 0.90% |
| #24 | REGIONS FINANCIAL CORP (RF) - 1.21% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.89% |
| #25 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.21% | CITIGROUP INC (C) - 0.88% |
| Total Holdings | 107 | 620 |
DVY vs VYM - Historical Returns
Returns include dividend reinvestment.
1M
DVY
+0.54%
Winner
VYM
+1.22%
3M
DVY
+2.05%
Winner
VYM
+4.68%
6M
Winner
DVY
+11.65%
VYM
+10.34%
1Y
DVY
+23.76%
Winner
VYM
+25.21%
5Y(CAGR)
DVY
+8.77%
Winner
VYM
+11.16%
10Y(CAGR)
DVY
+10.20%
Winner
VYM
+11.69%
Max(CAGR)
DVY
+8.90%
Winner
VYM
+9.29%
DVY vs VYM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | DVY | VYM |
|---|---|---|
| 2026 | +9.78% | +9.96% |
| 2025 | +11.80% | +15.47% |
| 2024 | +15.11% | +16.82% |
| 2023 | +1.21% | +6.76% |
| 2022 | +1.35% | -0.93% |
| 2021 | +33.65% | +27.75% |
| 2020 | -4.62% | +0.86% |
| 2019 | +23.04% | +23.87% |
| 2018 | -6.43% | -6.23% |
| 2017 | +14.34% | +15.80% |
| 2016 | +22.61% | +18.47% |
| 2015 | -2.12% | +0.30% |
| 2014 | +16.49% | +14.63% |
| 2013 | +25.99% | +27.05% |
| 2012 | +10.25% | +11.65% |
| 2011 | +11.03% | +9.87% |
| 2010 | +16.31% | +12.74% |
| 2009 | +9.19% | +14.51% |
| 2008 | -32.03% | -31.05% |
| 2007 | -6.26% | +1.36% |
| 2006 | +17.63% | +2.83% |
| 2005 | +4.00% | N/A |
| 2004 | +18.04% | N/A |
| 2003 | +7.09% | N/A |
DVY vs VYM Drawdown Comparison
The maximum drawdown for DVY was -62.57%, occurring on Mar 9, 2009. Recovery took 1432 trading sessions.
The maximum drawdown for VYM was -56.97%, occurring on Mar 5, 2009. Recovery took 1115 trading sessions.
The current DVY drawdown is -0.85%. The current VYM drawdown is -1.82%.
| Rank | DVY | VYM |
|---|---|---|
| #1 | -62.57% May 22, 2007 - Jan 29, 2013 | -56.97% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -41.59% Jan 17, 2020 - Feb 9, 2021 | -35.22% Jan 17, 2020 - Dec 31, 2020 |
| #3 | -17.49% Apr 20, 2022 - Mar 28, 2024 | -16.24% Jan 26, 2018 - Apr 12, 2019 |
| #4 | -15.99% Nov 29, 2024 - Aug 22, 2025 | -15.87% Apr 20, 2022 - Nov 30, 2022 |
| #5 | -15.32% Sep 18, 2018 - Apr 5, 2019 | -14.45% Feb 19, 2025 - Jun 30, 2025 |
| #6 | -12.03% Dec 29, 2014 - Mar 4, 2016 | -12.99% May 21, 2015 - Mar 17, 2016 |
| #7 | -9.19% Jan 26, 2018 - Aug 16, 2018 | -9.95% Nov 30, 2022 - Dec 13, 2023 |
| #8 | -7.92% Mar 5, 2004 - Aug 25, 2004 | -8.32% Jul 13, 2007 - Oct 5, 2007 |
| #9 | -7.87% Aug 3, 2005 - Feb 22, 2006 | -7.18% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -7.80% May 10, 2021 - Nov 15, 2021 | -7.07% Oct 18, 2012 - Jan 10, 2013 |
| #11 | -7.37% Apr 30, 2019 - Jul 3, 2019 | -6.76% Jan 12, 2022 - Apr 20, 2022 |
| #12 | -6.89% Feb 13, 2026 - Mar 20, 2026 | -6.70% Sep 19, 2014 - Oct 31, 2014 |
| #13 | -6.19% Jul 24, 2019 - Sep 10, 2019 | -6.69% Feb 11, 2026 - Apr 23, 2026 |
| #14 | -6.16% May 17, 2013 - Jul 11, 2013 | -6.31% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -6.05% Mar 28, 2024 - May 9, 2024 | -6.16% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between DVY and VYM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2003 - 2026)
DVY vs VYM dividend yield comparison.
| Year | DVY | VYM |
|---|---|---|
| 2026 | 0.74% | 0.54% |
| 2025 | 3.65% | 2.44% |
| 2024 | 3.65% | 2.74% |
| 2023 | 3.82% | 3.12% |
| 2022 | 3.43% | 3.01% |
| 2021 | 3.12% | 2.76% |
| 2020 | 3.66% | 3.18% |
| 2019 | 3.41% | 3.03% |
| 2018 | 3.58% | 3.40% |
| 2017 | 3.00% | 2.80% |
| 2016 | 3.04% | 2.91% |
| 2015 | 3.45% | 3.22% |
| 2014 | 3.03% | 2.78% |
| 2013 | 3.06% | 2.81% |
| 2012 | 3.71% | 3.23% |
| 2011 | 3.44% | 2.93% |
| 2010 | 3.42% | 2.58% |
| 2009 | 3.78% | 3.07% |
| 2008 | 5.86% | 4.29% |
| 2007 | 3.67% | 2.66% |
| 2006 | 3.15% | 0.34% |
| 2005 | 3.02% | 0.00% |
| 2004 | 3.10% | 0.00% |
| 2003 | 0.53% | 0.00% |
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