VYM vs WTBN
VYM vs WTBN
Vanguard High Dividend Yield ETF vs WisdomTree Bianco Total Return Fund 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 | WTBN | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.60% | |
| AUM | $79.0B | $102M | |
| Dividend Yield | 2.86% | 4.06% | |
| Holdings | 568 | 11 | |
| YTD Return | +15.20% | -0.90% | |
| 1Y Return | +25.56% | +1.21% | |
| 3Y Return (annualized) | +17.86% | - | |
| 5Y Return (annualized) | +12.35% | - | |
| Volatility (annualized) | 14.6% | 4.0% | |
| Max Drawdown | -58.8% | -3.4% | |
| Fund Family | Vanguard (US) | WisdomTree Investments | |
| Category | Equity | Fixed Income | |
| Inception | Nov 10, 2006 | Dec 20, 2023 |
VYM vs WTBN Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree Bianco Total Return Fund ETF (WTBN) is a ETF from WisdomTree Investments. Over the past year VYM returned +25.56% while WTBN returned +1.21%. Year to date, VYM is up 15.20% versus a loss of 0.90% for WTBN.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.0% for WTBN. 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 -3.4% for WTBN. 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VYM charges 0.04% per year while WTBN charges 0.60%. On a $10,000 position that is $4 vs $60 annually, a gap of $56 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 4.06% for WTBN.
Holdings Overlap
VYM and WTBN share 0 holdings out of 575 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 WTBN?
VYM has an expense ratio of 0.04% while WTBN charges 0.60%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, VYM or WTBN?
Over the past year VYM returned +25.56% vs +1.21% for WTBN, so VYM leads on 1-year performance. Over the longest common window we track (3 years), VYM annualized +7.05% vs +3.83% for WTBN. Past performance does not guarantee future results.
Which is riskier, VYM or WTBN?
VYM has been the more volatile fund at 14.6% annualized versus 4.0% for WTBN. Worst drawdown: VYM -58.8% vs WTBN -3.4%.
Should I hold both VYM and WTBN?
VYM and WTBN have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WTBN?
VYM and WTBN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 575 unique securities.
Which pays a higher dividend, VYM or WTBN?
VYM yields 2.86% while WTBN yields 4.06%, so WTBN currently pays the higher dividend yield.
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