EPS vs VYM
WisdomTree US LargeCap Fund vs Vanguard High Dividend Yield ETF
Which is better, EPS or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. EPS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.1%.
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
| Metric | EPS | VYM |
|---|---|---|
| Expense Ratio | 0.08% | 0.04%Best |
| AUM | $1.6B | $81.6B |
| Dividend Yield | 1.11% | 2.22% |
| Holdings | 506 | 613 |
| YTD Return | +13.91%Best | +11.35% |
| 1Y Return | +18.17%Best | +15.34% |
| 3Y Return (annualized) | +20.87%Best | +17.22% |
| 5Y Return (annualized) | +13.24%Best | +12.30% |
| Volatility (annualized) | 15.4% | 14.6%Best |
| Max Drawdown | -55.6%Best | -58.8% |
| $10,000 over 5 years | $18,621Best | $17,861 |
| Top 10 Weight | 39.1% | 26.1%Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Feb 23, 2007 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Feb 23, 2007 to Sep 18, 2026 (19.6 years).
EPS 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 19.6 years both funds cover.
EPS vs VYM Performance
WisdomTree US LargeCap Fund (EPS) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EPS returned +18.17% while VYM returned +15.34%. Year to date, EPS is up 13.91% versus a gain of 11.35% for VYM.
Over three years, EPS compounded at +20.87% per year against +17.22% for VYM; over five years the annualized figures are +13.24% and +12.30% respectively. Across the full 20-year window we track, EPS has the edge at +8.86% annualized vs +6.70%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPS has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 14.6% 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 -55.6% for EPS 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
EPS charges 0.08% per year while VYM charges 0.04%. On a $10,000 position that is $8 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, EPS currently yields 1.11% against 2.22% for VYM.
Holdings Overlap
40.0% of EPS's money is in holdings VYM also owns. 84.6% of VYM's money is in holdings EPS also owns.
Most of VYM is already inside EPS. Owning both mostly buys the same companies twice.
210 positions in common, counted across the 502 positions we hold weights for in EPS and 557 in VYM, against full books of 506 and 613.
What only one of them owns
Our book lists 319 positions for VYM that do not appear in our book for EPS (12.7% of the fund), and 264 for EPS that do not appear in VYM (59.2%).
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
| Stock | Weight in EPS | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 1.65% | 7.35% | 5.70% |
| JPMJpmorgan Chase | 2.18% | 3.82% | 1.64% |
| XOMExxon Mobil Corp. | 1.36% | 2.63% | 1.27% |
| JNJJohnson & Johnson - Common | 1.23% | 2.51% | 1.28% |
| BACBank of America Corp.: Financials | 1.11% | 1.66% | 0.55% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.90% | 1.86% | 0.96% |
| ABBVAbbvie Inc. | 0.59% | 1.80% | 1.21% |
| UNHUnitedhealth Group Incorporated | 0.76% | 1.52% | 0.76% |
| MRKMerck & Company Inc | 0.92% | 1.31% | 0.39% |
| CVXChevron Corp | 0.60% | 1.48% | 0.88% |
84.6% of VYM is already inside EPS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EPS or VYM?
EPS has an expense ratio of 0.08% while VYM charges 0.04%. VYM is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, EPS or VYM?
Over the past year EPS returned +18.17% vs +15.34% for VYM, so EPS leads on 1-year performance. Over the longest common window we track (20 years), EPS annualized +8.86% vs +6.70% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EPS or VYM?
EPS has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: EPS -55.6% vs VYM -58.8%.
Should I hold both EPS and VYM?
EPS and VYM have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between EPS and VYM?
84.6% of VYM's money is in holdings EPS also owns. 84.6% of VYM's is in holdings EPS also owns. They hold 210 positions in common, counted across the 502 positions we hold weights for in EPS and 557 in VYM.
Which pays a higher dividend, EPS or VYM?
EPS yields 1.11% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than EPS?
VYM has a lower expense ratio. EPS led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.