EWH vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricEWHVYMWinner
Expense Ratio0.50%0.04%
AUM$1.2B$79.0B
Dividend Yield4.95%2.86%
Holdings35568
YTD Return+4.45%+16.16%
1Y Return+12.33%+26.05%
3Y Return (annualized)+10.95%+18.43%
5Y Return (annualized)+0.51%+12.21%
Volatility (annualized)24.1%14.6%
Max Drawdown-69.3%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 12, 1996Nov 10, 2006

EWH vs VYM Performance

iShares MSCI Hong Kong ETF (EWH) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year EWH returned +12.33% while VYM returned +26.05%. Year to date, EWH is up 4.45% versus a gain of 16.16% for VYM.

Over three years, EWH compounded at +10.95% per year against +18.43% for VYM; over five years the annualized figures are +0.51% and +12.21% respectively. Across the full 20-year window we track, VYM has the edge at +7.09% annualized vs +2.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWH has been the more volatile fund, with annualized monthly volatility of 24.1% 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 -69.3% for EWH 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EWH charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, EWH currently yields 4.95% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EWH and VYM share 0 holdings out of 584 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, EWH or VYM?

EWH has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, EWH or VYM?

Over the past year EWH returned +12.33% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), EWH annualized +2.30% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, EWH or VYM?

EWH has been the more volatile fund at 24.1% annualized versus 14.6% for VYM. Worst drawdown: EWH -69.3% vs VYM -58.8%.

Should I hold both EWH and VYM?

EWH and VYM have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWH and VYM?

EWH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 584 unique securities.

Which pays a higher dividend, EWH or VYM?

EWH yields 4.95% while VYM yields 2.86%, so EWH currently pays the higher dividend yield.

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