DWM vs VYM

DWM vs VYM

Which is better, DWM or VYM?

Each has led over a different period.

VYM has a lower expense ratio. DWM led over 3Y, VYM over 1Y, 5Y and the full window. DWM is less concentrated, with 11.3% of the fund in its ten largest positions against 25.9%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: DWM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDWMVYM
Expense Ratio0.48%0.04%Best
AUM$689M$81.6B
Dividend Yield2.65%2.22%
Holdings1,426613
YTD Return+10.44%+13.75%Best
1Y Return+17.20%+19.42%Best
3Y Return (annualized)+18.51%Best+18.22%
5Y Return (annualized)+10.23%+12.17%Best
Volatility (annualized)17.0%14.5%Best
Max Drawdown-64.3%-58.8%Best
$10,000 over 5 years$16,274$17,758Best
Top 10 Weight11.3%Best25.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 16, 2006Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 9, 2026 (19.8 years).

DWM vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 19.8 years both funds cover.

DWM vs VYM Performance

WisdomTree International Equity Fund (DWM) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year DWM returned +17.20% while VYM returned +19.42%. Year to date, DWM is up 10.44% versus a gain of 13.75% for VYM.

Over three years, DWM compounded at +18.51% per year against +18.22% for VYM; over five years the annualized figures are +10.23% and +12.17% respectively. Across the full 20-year window we track, VYM has the edge at +6.94% annualized vs +2.28%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DWM has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 14.5% for VYM. 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 -64.3% for DWM and -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DWM charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, DWM currently yields 2.65% against 2.22% for VYM.

Holdings Overlap

DWM already in VYM1.3%
VYM already in DWM0.2%

1.3% of DWM's money is in holdings VYM also owns. 0.2% of VYM's money is in holdings DWM also owns.

DWM and VYM share little of their money.

6 positions in common, counted across the 1,384 positions we hold weights for in DWM and 603 in VYM, against full books of 1,426 and 613.

What only one of them owns

Our book lists 563 positions for VYM that do not appear in our book for DWM (97.3% of the fund), and 22 for DWM that do not appear in VYM (3.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in DWMWeight in VYMDifference
ALVAutoliv, Inc. Com0.78%0.04%0.74%
STSensata Technologies Holding Plc0.26%0.03%0.23%
APAApa Corp0.08%0.05%0.03%
SIG:AUSigma Pharmaceuticals Ltd0.07%0.01%0.06%
SCIService Corp International0.03%0.04%0.01%
IPARInter Parfums Inc0.05%0.01%0.04%

You are not choosing between two funds in isolation.

Whichever of DWM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DWMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DWM or VYM?

DWM has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option, by $44 a year on a $10,000 investment.

Which performed better, DWM or VYM?

Over the past year DWM returned +17.20% vs +19.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), DWM annualized +2.28% vs +6.94% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DWM or VYM?

DWM has been the more volatile fund at 17.0% annualized versus 14.5% for VYM. Worst drawdown: DWM -64.3% vs VYM -58.8%.

Should I hold both DWM and VYM?

DWM and VYM have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DWM and VYM?

1.3% of DWM's money is in holdings VYM also owns. 0.2% of VYM's is in holdings DWM also owns. They hold 6 positions in common, counted across the 1,384 positions we hold weights for in DWM and 603 in VYM.

Which pays a higher dividend, DWM or VYM?

DWM yields 2.65% while VYM yields 2.22%, so DWM currently pays the higher dividend yield.

Is VYM better than DWM?

VYM has a lower expense ratio. DWM led over 3Y, VYM over 1Y, 5Y and the full window. DWM is less concentrated, with 11.3% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.