DIVS vs. VYM
Compare and contrast key facts about SmartETFs Dividend Builder ETF (DIVS) and Vanguard High Dividend Yield ETF (VYM).
DIVS and VYM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVS is an actively managed fund by Guinness Atkinson Asset Management. It was launched on Mar 29, 2021. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVS or VYM.
Key characteristics
| DIVS | VYM | |
|---|---|---|
| YTD Return | 2.35% | 4.92% |
| 1Y Return | 8.10% | 15.64% |
| 3Y Return (Ann) | 3.87% | 6.84% |
| 5Y Return (Ann) | 2.02% | 9.22% |
| 10Y Return (Ann) | 1.01% | 9.52% |
| Sharpe Ratio | 0.85 | 1.36 |
| Daily Std Dev | 9.57% | 10.70% |
| Max Drawdown | -20.71% | -56.98% |
| Current Drawdown | -3.84% | -3.74% |
Correlation
The correlation between DIVS and VYM is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DIVS vs. VYM - Performance Comparison
In the year-to-date period, DIVS achieves a 2.35% return, which is significantly lower than VYM's 4.92% return. Over the past 10 years, DIVS has underperformed VYM with an annualized return of 1.01%, while VYM has yielded a comparatively higher 9.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DIVS vs. VYM - Expense Ratio Comparison
DIVS has a 0.65% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
DIVS vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Dividend Builder ETF (DIVS) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DIVS vs. VYM - Dividend Comparison
DIVS's dividend yield for the trailing twelve months is around 3.04%, more than VYM's 2.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVS SmartETFs Dividend Builder ETF | 3.04% | 3.14% | 5.93% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.93% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
DIVS vs. VYM - Drawdown Comparison
The maximum DIVS drawdown since its inception was -20.71%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for DIVS and VYM. For additional features, visit the drawdowns tool.
Volatility
DIVS vs. VYM - Volatility Comparison
The current volatility for SmartETFs Dividend Builder ETF (DIVS) is 2.69%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 3.21%. This indicates that DIVS experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.