EWT vs VYM

EWT vs VYM

Which is better, EWT or VYM?

EWT has been ahead.

VYM has a lower expense ratio. EWT led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 48.0%.

Lower Fees: VYMHigher Returns: EWTLess Concentrated: 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

MetricEWTVYM
Expense Ratio0.59%0.04%Best
AUM$11.9B$81.6B
Dividend Yield2.60%2.22%
Holdings87613
YTD Return+67.36%Best+11.71%
1Y Return+79.06%Best+16.24%
3Y Return (annualized)+40.78%Best+17.24%
5Y Return (annualized)+18.98%Best+11.86%
Volatility (annualized)23.0%14.6%Best
Max Drawdown-62.9%-58.8%Best
$10,000 over 5 years$23,843Best$17,514
Top 10 Weight48.0%26.1%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionJun 20, 2000Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 16, 2026 (19.8 years).

EWT 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 19.8 years both funds cover.

EWT vs VYM Performance

iShares MSCI Taiwan ETF (EWT) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EWT returned +79.06% while VYM returned +16.24%. Year to date, EWT is up 67.36% versus a gain of 11.71% for VYM.

Over three years, EWT compounded at +40.78% per year against +17.24% for VYM; over five years the annualized figures are +18.98% and +11.86% respectively. Across the full 20-year window we track, EWT has the edge at +11.43% annualized vs +6.84%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EWT has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -62.9% for EWT 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

EWT charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, EWT currently yields 2.60% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 78 holdings in EWT and 557 in VYM, totalling 99.7% and 99.2% 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 78 positions we hold weights for in EWT and 557 in VYM, against full books of 87 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for EWT (97.1% of the fund), and 1 for EWT that do not appear in VYM (0.0%).

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.

You are not choosing between two funds in isolation.

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

EWTVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EWT or VYM?

EWT has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, EWT or VYM?

Over the past year EWT returned +79.06% vs +16.24% for VYM, so EWT leads on 1-year performance. Over the longest common window we track (20 years), EWT annualized +11.43% vs +6.84% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EWT or VYM?

EWT has been the more volatile fund at 23.0% annualized versus 14.6% for VYM. Worst drawdown: EWT -62.9% vs VYM -58.8%.

Should I hold both EWT and VYM?

EWT and VYM have a monthly-return correlation of 0.61, 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, EWT or VYM?

EWT yields 2.60% while VYM yields 2.22%, so EWT currently pays the higher dividend yield.

Is VYM better than EWT?

VYM has a lower expense ratio. EWT led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.