EXEQ vs VYM

EXEQ vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricEXEQVYMWinner
Expense Ratio0.75%0.04%
AUM$1M$81.6B
Dividend Yield0.09%2.24%
Holdings51616
YTD Return+12.63%+15.75%
1Y Return-+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)-14.6%
Max Drawdown-8.9%-58.8%
Fund FamilyWedbush FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 13, 2026Nov 10, 2006

EXEQ vs VYM Performance

Wedbush ReturnOnLeadership US Large-Cap ETF (EXEQ) is a ETF from Wedbush Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, EXEQ is up 12.63% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -8.9% for EXEQ and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EXEQ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, EXEQ currently yields 0.09% against 2.24% for VYM.

Holdings Overlap

3.4%overlap

EXEQ and VYM share 10 holdings out of 641 unique holdings combined, representing a 3.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EXEQWeight in VYMDifference
EQT2.76%0.13%2.63%
CCL2.54%0.15%2.39%
AMGN1.77%0.75%1.02%
COPProProPro
PMProProPro
FANGProProPro
TRGPProProPro
RLProProPro
SYFProProPro
HALProProPro
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Frequently Asked Questions

Which is cheaper, EXEQ or VYM?

EXEQ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between EXEQ and VYM?

EXEQ and VYM share 10 common holdings with a 3.4% weight overlap. Combined, they hold 641 unique securities.

Which pays a higher dividend, EXEQ or VYM?

EXEQ yields 0.09% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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