Dimensional High Yield Equity Fund (DHY) Alternatives
Dimensional High Yield Equity Fund (DHY) belongs to the Dividend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DHY. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DHY
DHY charges 0.04% annually. Among mutual funds in the Dividend category, these options have the lowest expense ratios among DHY alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Eaton Vance Tax-Advantaged Dividend Income Fund | 0.01% | Sep 30, 2003 | DHY vs EVT | |
| John Hancock Tax-Advantaged Dividend Income Fund | 0.01% | Feb 25, 2004 | DHY vs HTD | |
| The Gabelli Dividend and Income Trust | 0.01% | Nov 28, 2003 | DHY vs GDV | |
| Virtus Dividend, Interest and Premium Strategy Fun... | 0.02% | Feb 28, 2005 | DHY vs NFJ | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 0.02% | Mar 28, 2007 | DHY vs EOD |
Best Risk-Adjusted Alternatives to DHY
Among mutual funds in the Dividend category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | DHY vs EPDPX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | DHY vs PMAIX | |
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DHY vs VIHAX | |
| Wells Fargo Advantage Funds - Allspring Global Div... | 87 | Mar 28, 2007 | DHY vs EOD | |
| American Funds The Income Fund of America Class A | 81 | Dec 1, 1973 | DHY vs AMECX |
Top Performing DHY Alternatives (YTD)
DHY alternatives from the Dividend category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Federated Hermes Strategic Value Dividend Fund Cla... | 8.28% | Mar 30, 2005 | DHY vs SVAAX | |
| John Hancock Tax-Advantaged Dividend Income Fund | 6.73% | Feb 25, 2004 | DHY vs HTD | |
| EuroPac International Dividend Income Fund Class A | 5.90% | Jan 10, 2014 | DHY vs EPDPX | |
| John Hancock Premium Dividend Fund | 5.12% | Dec 14, 1989 | DHY vs PDT | |
| Vanguard International High Dividend Yield Index F... | 3.08% | Mar 2, 2016 | DHY vs VIHAX |
Lowest Volatility Alternatives to DHY
DHY alternatives from the Dividend category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | 7.19% | Dec 22, 2011 | DHY vs PMAIX | |
| American Funds The Income Fund of America Class A | 9.48% | Dec 1, 1973 | DHY vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | 10.11% | Jul 30, 1987 | DHY vs CAIFX | |
| John Hancock Premium Dividend Fund | 13.21% | Dec 14, 1989 | DHY vs PDT | |
| Columbia Dividend Income Fund Institutional 3 Clas... | 13.61% | Nov 8, 2012 | DHY vs CDDYX |
Lowest Drawdown Alternatives to DHY
DHY alternatives from the Dividend category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund A | -7.06% | Dec 22, 2011 | DHY vs PMAIX | |
| American Funds The Income Fund of America Class A | -8.19% | Dec 1, 1973 | DHY vs AMECX | |
| American Funds Capital Income Builder Fund Class F... | -8.37% | Jul 30, 1987 | DHY vs CAIFX | |
| Vanguard Dividend Growth Fund | -9.57% | May 15, 1992 | DHY vs VDIGX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | -10.17% | Nov 8, 2012 | DHY vs CDDYX |
Other Mutual Funds from Dimensional Fund Advisors
Most popular Dimensional Fund Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dimensional High Yield Fund | High Yield Bonds | 12 | -0.19% | Jan 1, 2013 | DHY vs DHF | |
| Dimensional Multi-Asset Fund | Global Allocation | 12 | 0.42% | Dec 11, 2009 | DHY vs DMO | |
| Dimensional Financial Leaders Fund | Large Cap Value Equities | 20 | -1.71% | May 23, 2013 | DHY vs DFP | |
| Dimensional International Core Equity Fund | International Equity | 13 | -5.70% | Jan 1, 2013 | DHY vs DIAX | |
| Dimensional Multi-Blend Fund | Large Cap Blend Equities | 14 | -2.99% | Jan 1, 2013 | DHY vs DMB | |
| Dimensional Small Cap Equity Fund | Small Cap Blend Equities | 31 | -1.40% | Jan 1, 2013 | DHY vs DSM | |
| Dimensional Managed Account Fund | Diversified Portfolio | 20 | -5.96% | Mar 16, 2012 | DHY vs DMA |
Often Compared With DHY
What investors most often compare with DHY, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProShares Short High Yield | Inverse Bonds | 10 | 1.76% | Mar 21, 2011 | DHY vs SJB | |
| SPDR Portfolio High Yield Bond ETF | High Yield Bonds | 79 | -0.32% | Jun 18, 2012 | DHY vs SPHY | |
| Invesco S&P International Developed Momentum ETF | Global Equities | 84 | -0.82% | Feb 24, 2012 | DHY vs IDMO | |
| JPMorgan Equity Income Fund Class A | Dividend | 37 | -0.40% | — | DHY vs OIEIX | |
| iShares iBoxx $ High Yield Corporate Bond ETF | High Yield Bonds | 78 | -0.35% | Apr 11, 2007 | DHY vs HYG | |
| Amana Income Fund Institutional Class | Dividend | 38 | -4.76% | Sep 25, 2013 | DHY vs AMINX | |
| Vanguard High Dividend Yield Index Fund Admiral Sh... | Large Cap Value Equities, Dividend | 65 | 1.97% | Feb 7, 2019 | DHY vs VHYAX |
Compare DHY with Any Fund or Stock
Compare DHY with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.