GXDW vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricGXDWVYMWinner
Expense Ratio0.50%0.04%
AUM$6M$79.0B
Dividend Yield1.34%2.86%
Holdings7568
YTD Return-3.35%+15.20%
1Y Return-6.50%+25.56%
3Y Return (annualized)-2.33%+17.86%
5Y Return (annualized)-12.97%+12.35%
Volatility (annualized)28.4%14.6%
Max Drawdown-67.8%-58.8%
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
InceptionOct 25, 2019Nov 10, 2006

GXDW vs VYM Performance

Global X Dorsey Wright Thematic ETF (GXDW) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GXDW returned -6.50% while VYM returned +25.56%. Year to date, GXDW is down 3.35% versus a gain of 15.20% for VYM.

Over three years, GXDW compounded at -2.33% per year against +17.86% for VYM; over five years the annualized figures are -12.97% and +12.35% respectively. Across the full 7-year window we track, VYM has the edge at +7.05% annualized vs -0.17%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GXDW has been the more volatile fund, with annualized monthly volatility of 28.4% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -67.8% for GXDW and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GXDW charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, GXDW currently yields 1.34% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

GXDW and VYM share 0 holdings out of 563 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GXDW or VYM?

GXDW has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, GXDW or VYM?

Over the past year GXDW returned -6.50% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), GXDW annualized -0.17% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, GXDW or VYM?

GXDW has been the more volatile fund at 28.4% annualized versus 14.6% for VYM. Worst drawdown: GXDW -67.8% vs VYM -58.8%.

Should I hold both GXDW and VYM?

GXDW and VYM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GXDW and VYM?

GXDW and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, GXDW or VYM?

GXDW yields 1.34% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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