VYM vs. DGRO
Compare and contrast key facts about Vanguard High Dividend Yield ETF (VYM) and iShares Core Dividend Growth ETF (DGRO).
VYM and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both VYM and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VYM or DGRO.
Correlation
The correlation between VYM and DGRO is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VYM vs. DGRO - Performance Comparison
Key characteristics
VYM:
2.11
DGRO:
2.01
VYM:
2.94
DGRO:
2.79
VYM:
1.38
DGRO:
1.36
VYM:
3.88
DGRO:
3.17
VYM:
11.19
DGRO:
9.88
VYM:
2.07%
DGRO:
2.03%
VYM:
11.00%
DGRO:
9.99%
VYM:
-56.98%
DGRO:
-35.10%
VYM:
-1.51%
DGRO:
-3.04%
Returns By Period
In the year-to-date period, VYM achieves a 3.21% return, which is significantly higher than DGRO's 2.04% return. Over the past 10 years, VYM has underperformed DGRO with an annualized return of 10.24%, while DGRO has yielded a comparatively higher 11.75% annualized return.
VYM
3.21%
4.35%
9.11%
22.75%
10.23%
10.24%
DGRO
2.04%
3.06%
6.78%
18.42%
10.52%
11.75%
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VYM vs. DGRO - Expense Ratio Comparison
VYM has a 0.06% expense ratio, which is lower than DGRO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VYM vs. DGRO — Risk-Adjusted Performance Rank
VYM
DGRO
VYM vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield ETF (VYM) and iShares Core Dividend Growth ETF (DGRO). 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
VYM vs. DGRO - Dividend Comparison
VYM's dividend yield for the trailing twelve months is around 2.65%, more than DGRO's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VYM Vanguard High Dividend Yield ETF | 2.65% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
DGRO iShares Core Dividend Growth ETF | 2.21% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
VYM vs. DGRO - Drawdown Comparison
The maximum VYM drawdown since its inception was -56.98%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for VYM and DGRO. For additional features, visit the drawdowns tool.
Volatility
VYM vs. DGRO - Volatility Comparison
Vanguard High Dividend Yield ETF (VYM) has a higher volatility of 4.52% compared to iShares Core Dividend Growth ETF (DGRO) at 4.17%. This indicates that VYM's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.