EPS vs VYM
WisdomTree US LargeCap Fund vs Vanguard High Dividend Yield 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 | EPS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.08% | 0.04% | |
| AUM | $1.6B | $79.0B | |
| Dividend Yield | 1.15% | 2.86% | |
| Holdings | 502 | 568 | |
| YTD Return | +14.99% | +15.80% | |
| 1Y Return | +25.81% | +26.12% | |
| 3Y Return (annualized) | +20.90% | +18.25% | |
| 5Y Return (annualized) | +13.01% | +12.51% | |
| Volatility (annualized) | 15.5% | 14.6% | |
| Max Drawdown | -55.6% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 23, 2007 | Nov 10, 2006 |
EPS vs VYM Performance
WisdomTree US LargeCap Fund (EPS) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EPS returned +25.81% while VYM returned +26.12%. Year to date, EPS is up 14.99% versus a gain of 15.80% for VYM.
Over three years, EPS compounded at +20.90% per year against +18.25% for VYM; over five years the annualized figures are +13.01% and +12.51% respectively. Across the full 20-year window we track, EPS has the edge at +8.97% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EPS has been the more volatile fund, with annualized monthly volatility of 15.5% 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 worth weighing if you expect to sell during market stress rather than ride it out.
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 1.15% against 2.86% for VYM.
Holdings Overlap
EPS and VYM share 188 holdings out of 864 unique holdings combined, representing a 39.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $4 per year of difference.
Which performed better, EPS or VYM?
Over the past year EPS returned +25.81% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), EPS annualized +8.97% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, EPS or VYM?
EPS has been the more volatile fund at 15.5% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between EPS and VYM?
EPS and VYM share 188 common holdings with a 39.9% weight overlap. Combined, they hold 864 unique securities.
Which pays a higher dividend, EPS or VYM?
EPS yields 1.15% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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