EWK 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

MetricEWKVYMWinner
Expense Ratio0.49%0.04%
AUM$162M$79.0B
Dividend Yield1.82%2.86%
Holdings43568
YTD Return+11.31%+16.10%
1Y Return+21.66%+25.99%
3Y Return (annualized)+15.93%+18.29%
5Y Return (annualized)+6.73%+12.35%
Volatility (annualized)20.7%14.6%
Max Drawdown-76.5%-58.8%
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 12, 1996Nov 10, 2006

EWK vs VYM Performance

iShares MSCI Belgium ETF (EWK) 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 EWK returned +21.66% while VYM returned +25.99%. Year to date, EWK is up 11.31% versus a gain of 16.10% for VYM.

Over three years, EWK compounded at +15.93% per year against +18.29% for VYM; over five years the annualized figures are +6.73% and +12.35% respectively. Across the full 20-year window we track, VYM has the edge at +7.08% annualized vs +2.48%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWK has been the more volatile fund, with annualized monthly volatility of 20.7% 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 -76.5% for EWK 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EWK charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, EWK currently yields 1.82% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

EWK and VYM share 0 holdings out of 597 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, EWK or VYM?

EWK has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, EWK or VYM?

Over the past year EWK returned +21.66% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), EWK annualized +2.48% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, EWK or VYM?

EWK has been the more volatile fund at 20.7% annualized versus 14.6% for VYM. Worst drawdown: EWK -76.5% vs VYM -58.8%.

Should I hold both EWK and VYM?

EWK and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EWK and VYM?

EWK and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 597 unique securities.

Which pays a higher dividend, EWK or VYM?

EWK yields 1.82% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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