VYM vs WISD

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWISDWinner
Expense Ratio0.04%0.42%
AUM$79.0B$382M
Dividend Yield2.86%2.92%
Holdings568194
YTD Return+15.45%+1.18%
1Y Return+26.05%-
3Y Return (annualized)+17.96%-
5Y Return (annualized)+12.54%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-0.7%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityFixed Income
InceptionNov 10, 2006Dec 19, 2024

VYM vs WISD Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Wisdom Short Duration Income ETF (WISD) is a ETF from WisdomTree Investments. Year to date, VYM is up 15.45% versus a gain of 1.18% for WISD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -0.7% for WISD. 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 WISD charges 0.42%. On a $10,000 position that is $4 vs $42 annually, a gap of $38 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 2.92% for WISD.

Holdings Overlap

0.0%overlap

VYM and WISD share 0 holdings out of 678 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 WISD?

VYM has an expense ratio of 0.04% while WISD charges 0.42%. VYM is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

What is the holdings overlap between VYM and WISD?

VYM and WISD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 678 unique securities.

Which pays a higher dividend, VYM or WISD?

VYM yields 2.86% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.

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