VYM vs WMSB

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

MetricVYMWMSBWinner
Expense Ratio0.04%0.65%
AUM$79.0B$28M
Dividend Yield2.86%3.72%
Holdings56858
YTD Return+15.80%+1.94%
1Y Return+26.12%-
3Y Return (annualized)+18.25%-
5Y Return (annualized)+12.51%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-1.9%
Fund FamilyVanguard (US)Weitz Investment Management, Inc
CategoryEquityFixed Income
InceptionNov 10, 2006Nov 4, 2025

VYM vs WMSB Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Weitz Multisector Bond ETF (WMSB) is a ETF from Weitz Investment Management, Inc. Year to date, VYM is up 15.80% versus a gain of 1.94% for WMSB.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -1.9% for WMSB. 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 WMSB charges 0.65%. On a $10,000 position that is $4 vs $65 annually, a gap of $61 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 3.72% for WMSB.

Holdings Overlap

0.0%overlap

VYM and WMSB share 0 holdings out of 561 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 WMSB?

VYM has an expense ratio of 0.04% while WMSB charges 0.65%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between VYM and WMSB?

VYM and WMSB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.

Which pays a higher dividend, VYM or WMSB?

VYM yields 2.86% while WMSB yields 3.72%, so WMSB currently pays the higher dividend yield.

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