VYM vs WAMA
VYM vs WAMA
Vanguard High Dividend Yield ETF vs WisdomTree US Adaptive Moving Average Fund ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | WAMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.32% | |
| AUM | $79.0B | $187M | |
| Dividend Yield | 2.86% | 0.42% | |
| Holdings | 568 | 2 | |
| YTD Return | +15.45% | +10.32% | |
| 1Y Return | +26.05% | - | |
| 3Y Return (annualized) | +17.96% | - | |
| 5Y Return (annualized) | +12.54% | - | |
| Volatility (annualized) | 14.6% | - | |
| Max Drawdown | -58.8% | -5.7% | |
| Fund Family | Vanguard (US) | WisdomTree Investments | |
| Category | Equity | Allocation/Balanced | |
| Inception | Nov 10, 2006 | Mar 12, 2026 |
VYM vs WAMA Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree US Adaptive Moving Average Fund ETF (WAMA) is a ETF from WisdomTree Investments. Year to date, VYM is up 15.45% versus a gain of 10.32% for WAMA.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -58.8% for VYM and -5.7% for WAMA. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
VYM charges 0.04% per year while WAMA charges 0.32%. On a $10,000 position that is $4 vs $32 annually, a gap of $28 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 0.42% for WAMA.
Holdings Overlap
VYM and WAMA share 185 holdings out of 859 unique holdings combined, representing a 29.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in VYM | Weight in WAMA | Difference |
|---|---|---|---|
| AVGO | 6.47% | 2.91% | 3.56% |
| JPM | 3.36% | 1.33% | 2.03% |
| WMT | 2.44% | 1.61% | 0.83% |
| XOM | Pro | Pro | Pro |
| JNJ | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
See all 10 holdings VYM shares with WAMA 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, VYM or WAMA?
VYM has an expense ratio of 0.04% while WAMA charges 0.32%. VYM is the cheaper option. On a $10,000 investment, that is $28 per year of difference.
What is the holdings overlap between VYM and WAMA?
VYM and WAMA share 185 common holdings with a 29.9% weight overlap. Combined, they hold 859 unique securities.
Which pays a higher dividend, VYM or WAMA?
VYM yields 2.86% while WAMA yields 0.42%, so VYM currently pays the higher dividend yield.
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