ELD vs VYM

ELD vs VYM

Which is better, ELD or VYM?

VYM has been ahead.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricELDVYM
Expense Ratio0.55%0.04%Best
AUM$143M$81.6B
Dividend Yield5.98%2.24%
Holdings235613
YTD Return+3.45%+14.82%Best
1Y Return+8.70%+20.84%Best
3Y Return (annualized)+8.06%+18.64%Best
5Y Return (annualized)+3.14%+12.28%Best
Volatility (annualized)11.1%Best12.9%
Max Drawdown-52.2%-35.7%Best
$10,000 over 5 years$11,672$17,845Best
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionAug 9, 2010Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 9, 2010 to Sep 4, 2026 (16.1 years).

ELD 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ELD vs VYM Performance

WisdomTree Emerging Markets Local Debt Fund (ELD) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ELD returned +8.70% while VYM returned +20.84%. Year to date, ELD is up 3.45% versus a gain of 14.82% for VYM.

Over three years, ELD compounded at +8.06% per year against +18.64% for VYM; over five years the annualized figures are +3.14% and +12.28% respectively. Across the full 16-year window we track, VYM has the edge at +10.51% annualized vs -1.63%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 11.1% for ELD. 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 -52.2% for ELD and -35.7% 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 0.58. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ELD charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, ELD currently yields 5.98% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 2 holdings in ELD and 603 in VYM, totalling 0.1% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 2 positions we hold weights for in ELD and 603 in VYM, against full books of 235 and 613.

You are not choosing between two funds in isolation.

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

ELDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ELD or VYM?

ELD has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, ELD or VYM?

Over the past year ELD returned +8.70% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), ELD annualized -1.63% vs +10.51% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ELD or VYM?

VYM has been the more volatile fund at 12.9% annualized versus 11.1% for ELD. Worst drawdown: ELD -52.2% vs VYM -35.7%.

Should I hold both ELD and VYM?

ELD and VYM have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, ELD or VYM?

ELD yields 5.98% while VYM yields 2.24%, so ELD currently pays the higher dividend yield.

Is VYM better than ELD?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.