QMID vs VYM
QMID vs VYM
WisdomTree US MidCap Quality Growth Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | QMID | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 0.49% | 2.86% | |
| Holdings | 125 | 568 | |
| YTD Return | +7.77% | +15.80% | |
| 1Y Return | +13.33% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 14.1% | 14.6% | |
| Max Drawdown | -23.6% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 25, 2024 | Nov 10, 2006 |
QMID vs VYM Performance
WisdomTree US MidCap Quality Growth Fund (QMID) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QMID returned +13.33% while VYM returned +26.12%. Year to date, QMID is up 7.77% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.1% for QMID. 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 -23.6% for QMID 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QMID charges 0.38% per year while VYM charges 0.04%. On a $10,000 position that is $38 vs $4 annually, a gap of $34 per year that compounds over a long holding period. On income, QMID currently yields 0.49% against 2.86% for VYM.
Holdings Overlap
QMID and VYM share 16 holdings out of 667 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in QMID | Weight in VYM | Difference |
|---|---|---|---|
| PR | 1.34% | 0.06% | 1.28% |
| EG | 1.20% | 0.06% | 1.14% |
| DKS | 1.14% | 0.06% | 1.08% |
| EVR | Pro | Pro | Pro |
| AM | Pro | Pro | Pro |
| FLS | Pro | Pro | Pro |
| OSK | Pro | Pro | Pro |
| BAH | Pro | Pro | Pro |
| FCFS | Pro | Pro | Pro |
| HLI | Pro | Pro | Pro |
See all 10 holdings QMID shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, QMID or VYM?
QMID has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, QMID or VYM?
Over the past year QMID returned +13.33% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), QMID annualized +9.55% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, QMID or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.1% for QMID. Worst drawdown: QMID -23.6% vs VYM -58.8%.
Should I hold both QMID and VYM?
QMID and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QMID and VYM?
QMID and VYM share 16 common holdings with a 0.6% weight overlap. Combined, they hold 667 unique securities.
Which pays a higher dividend, QMID or VYM?
QMID yields 0.49% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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