VYM vs DFGP

AVYM

BDFGP

Measures won1–3DFGP wins · of 6 · 5Y

$10,000 · 5Y$17,258VYM · SCHD $16,428

Lowest cost0.04%VYM · $4 on $10k

Most income4.84%DFGP · $484 on $10k

Smallest drop−3.9%DFGP · worst fall in 1Y

Held in common[…]VYM and DFGP

Vanguard High Dividend Yield ETF · $78.9BDimensional - Global Core Plus Fixed Income ETF · $3.8B

+19.6%3 years · per year$17,087 · […][…]

+11.5%5 years · per year$17,258 · […][…]

0.04%Expense ratio$4 · $23 on $10k · lower wins0.23%

2.25%12-mo yield$225 · $484 on $10k4.84%

Cards for this view

VYM

Vanguard High Dividend Yield

$17,258

DFGP

Dimensional - Global Core Plus Fixed Income

[…]

MeasureVYMDFGP

Fee0.04%0.23%

Cost on $10k a year$4$23

Yield2.25%4.84%

5 years, per year+11.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.7%−3.9%

Volatility · 1Y10.8%4.5%

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	BDFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.84%	−0.6%	+0.4%	+0.4%	new	new	−3.9%	$3.8B

#
1	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	BDFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.84%	−0.6%	+0.4%	+0.4%	new	new	−3.9%	$3.8B

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