DFIP vs VYM

ADFIP

BVYM

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income5.39%DFIP · $539 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and VYM

Dimensional - Inflation-Protected Securities ETF · $1.1BVanguard High Dividend Yield ETF · $78.9B

+3.8%3 years · per year$11,170 · $17,411+20.3%

[…]5 years · per year[…] · $17,387+11.7%

0.11%Expense ratio$11 · $4 on $10k · lower wins0.04%

5.39%12-mo yield$539 · $223 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

VYM

Vanguard High Dividend Yield

$17,387

MeasureDFIPVYM

Fee0.11%0.04%

Cost on $10k a year$11$4

Yield5.39%2.23%

5 years, per year[…]+11.7%

3 years, per year+3.8%+20.3%

Worst drop · 1Y−4.3%−6.7%

Volatility · 1Y3.7%

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.5%	−1.5%	−2.2%	+3.8%	new	−4.3%	$1.1B

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.5%	−1.5%	−2.2%	+3.8%	new	−4.3%	$1.1B

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