VYM vs WCPB
VYM vs WCPB
Vanguard High Dividend Yield ETF vs Weitz Core Plus Bond 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 | VYM | WCPB | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.45% | |
| AUM | $79.0B | $233M | |
| Dividend Yield | 2.86% | 4.01% | |
| Holdings | 568 | 137 | |
| YTD Return | +15.80% | +1.20% | |
| 1Y Return | +26.12% | +4.18% | |
| 3Y Return (annualized) | +18.25% | - | |
| 5Y Return (annualized) | +12.51% | - | |
| Volatility (annualized) | 14.6% | 3.0% | |
| Max Drawdown | -58.8% | -2.6% | |
| Fund Family | Vanguard (US) | Weitz Investment Management, Inc | |
| Category | Equity | Fixed Income | |
| Inception | Nov 10, 2006 | Aug 12, 2025 |
VYM vs WCPB Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Weitz Core Plus Bond ETF (WCPB) is a ETF from Weitz Investment Management, Inc. Over the past year VYM returned +26.12% while WCPB returned +4.18%. Year to date, VYM is up 15.80% versus a gain of 1.20% for WCPB.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 3.0% for WCPB. 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 -58.8% for VYM and -2.6% for WCPB. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VYM charges 0.04% per year while WCPB charges 0.45%. On a $10,000 position that is $4 vs $45 annually, a gap of $41 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 4.01% for WCPB.
Holdings Overlap
VYM and WCPB share 0 holdings out of 572 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, VYM or WCPB?
VYM has an expense ratio of 0.04% while WCPB charges 0.45%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, VYM or WCPB?
Over the past year VYM returned +26.12% vs +4.18% for WCPB, so VYM leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, VYM or WCPB?
VYM has been the more volatile fund at 14.6% annualized versus 3.0% for WCPB. Worst drawdown: VYM -58.8% vs WCPB -2.6%.
Should I hold both VYM and WCPB?
VYM and WCPB have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WCPB?
VYM and WCPB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 572 unique securities.
Which pays a higher dividend, VYM or WCPB?
VYM yields 2.86% while WCPB yields 4.01%, so WCPB currently pays the higher dividend yield.
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