Compare · 2 funds side by side · dividends reinvested

VYM and DFII

VYMVanguard×DFIIFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,941VYM · best of the two

02 / 04

VYM and DFII, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.1

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%20.23%−15.8%−27.8%[…][…]−42.6%41.9%$21M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VYM 2006 · DFII 2025

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard High Dividend Yield ETF · $78.9B$16,941

VYM

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $21M[…]

$10,000 five years ago, dividends reinvested

VYMMeasureDFII

+12.8%Year to dateJan 1 → Nov 6−15.8%

+16.5%1 yearTotal return−27.8%

+19.6%3 years · per year$10,000 became $17,107 · […][…]

+11.1%5 years · per year$10,000 became $16,941 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

2.31%Trailing 12-mo yield$231 · $2,023 a year on $10k20.23%

−6.7%Worst dropSmaller is better−42.6%

10.6%VolatilityLower is calmer41.9%

VYMDFII Winner of the row, in its colourEach row: the bigger of the two fills its side

5–1VYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VYM vs DFII: Top 5 Holdings

Today

VYM

18.2%in top 5

DFII

in top 5[…]

VYMStockDFII

6.9%AVGOnot top 5

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

2.0%ABBVnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VYM vs DFII Returns, Every Period

VanguardVYM

+16.5%

past year

DFIIFirst Trust

−27.8%

past year

VYMDFIIFaded: behind in that period

2–0VYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VYM vs DFII

YTD

VanguardVYM

+12.8%

DFIIFirst Trust

−15.8%

+12.8%Year to date−15.8%

−6.7%Worst drop · 1Y−42.6%

10.6%Volatility · 1Y41.9%

2.3%Yield20.2%

$78.9BAssets$20.7M

3–1VYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VYM, DFII

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DFII0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VYM, DFII

20.23%highest, DFII

FundTrailing yieldYield$10k

DFII20.23%$2,023

VYM2.31%$231

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,938most kept, DFII

DFII$2,023 − $85 = $1,938

VYM$231 − $4 = $227

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VYM, DFII

Today

[…]holdings […]

VYMDFII

VYM—[…]

DFII[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

DFIIWorst drop−42.6%41.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFIIVYM

−15.8%Year to date+12.8%

20.2%Yield2.3%

−27.8%Past year+16.5%

0.85%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026