VYM vs WLTG
VYM vs WLTG
Vanguard High Dividend Yield ETF vs WealthTrust DBS Long Term Growth 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 | WLTG | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.74% | |
| AUM | $79.0B | $79M | |
| Dividend Yield | 2.86% | 4.15% | |
| Holdings | 568 | 37 | |
| YTD Return | +15.80% | +10.52% | |
| 1Y Return | +26.12% | +23.91% | |
| 3Y Return (annualized) | +18.25% | +22.73% | |
| 5Y Return (annualized) | +12.51% | - | |
| Volatility (annualized) | 14.6% | 13.8% | |
| Max Drawdown | -58.8% | -25.1% | |
| Fund Family | Vanguard (US) | WealthTrust Asset Management | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Dec 6, 2021 |
VYM vs WLTG Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WealthTrust DBS Long Term Growth ETF (WLTG) is a ETF from WealthTrust Asset Management. Over the past year VYM returned +26.12% while WLTG returned +23.91%. Year to date, VYM is up 15.80% versus a gain of 10.52% for WLTG.
Over three years, VYM compounded at +18.25% per year against +22.73% for WLTG. Across the full 5-year window we track, WLTG has the edge at +10.75% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.8% for WLTG. 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 -25.1% for WLTG. 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while WLTG charges 0.74%. On a $10,000 position that is $4 vs $74 annually, a gap of $70 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 4.15% for WLTG.
Holdings Overlap
VYM and WLTG share 7 holdings out of 587 unique holdings combined, representing a 2.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in VYM | Weight in WLTG | Difference |
|---|---|---|---|
| AVGO | 6.47% | 1.81% | 4.66% |
| BK | 0.36% | 2.75% | 2.39% |
| DVN | 0.12% | 2.69% | 2.57% |
| SYF | Pro | Pro | Pro |
| AMP | Pro | Pro | Pro |
| CFG | Pro | Pro | Pro |
| CHK | Pro | Pro | Pro |
See all 7 holdings VYM shares with WLTG 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 WLTG?
VYM has an expense ratio of 0.04% while WLTG charges 0.74%. VYM is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, VYM or WLTG?
Over the past year VYM returned +26.12% vs +23.91% for WLTG, so VYM leads on 1-year performance. Over the longest common window we track (5 years), VYM annualized +7.07% vs +10.75% for WLTG. Past performance does not guarantee future results.
Which is riskier, VYM or WLTG?
VYM has been the more volatile fund at 14.6% annualized versus 13.8% for WLTG. Worst drawdown: VYM -58.8% vs WLTG -25.1%.
Should I hold both VYM and WLTG?
VYM and WLTG have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WLTG?
VYM and WLTG share 7 common holdings with a 2.8% weight overlap. Combined, they hold 587 unique securities.
Which pays a higher dividend, VYM or WLTG?
VYM yields 2.86% while WLTG yields 4.15%, so WLTG currently pays the higher dividend yield.
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