GEOA vs VYM
WisdomTree GeoAlpha Opportunities Fund ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. GEOA delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | GEOA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.04% | |
| AUM | $886,559.25 | $79.0B | |
| Dividend Yield | 0.55% | 2.86% | |
| Holdings | 63 | 568 | |
| YTD Return | +8.54% | +16.78% | |
| 1Y Return | +24.63% | +24.43% | |
| 3Y Return (annualized) | - | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 13.6% | 14.6% | |
| Max Drawdown | -11.7% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2025 | Nov 10, 2006 |
GEOA vs VYM Performance
WisdomTree GeoAlpha Opportunities Fund ETF (GEOA) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GEOA returned +24.63% while VYM returned +24.43%. Year to date, GEOA is up 8.54% versus a gain of 16.78% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.6% for GEOA. 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 -11.7% for GEOA 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GEOA charges 0.58% per year while VYM charges 0.04%. On a $10,000 position that is $58 vs $4 annually, a gap of $54 per year that compounds over a long holding period. On income, GEOA currently yields 0.55% against 2.86% for VYM.
Holdings Overlap
GEOA and VYM share 19 holdings out of 602 unique holdings combined, representing a 7.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, GEOA or VYM?
GEOA has an expense ratio of 0.58% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, GEOA or VYM?
Over the past year GEOA returned +24.63% vs +24.43% for VYM, so GEOA leads on 1-year performance. Over the longest common window we track (1 years), GEOA annualized +19.94% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, GEOA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.6% for GEOA. Worst drawdown: GEOA -11.7% vs VYM -58.8%.
Should I hold both GEOA and VYM?
GEOA and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between GEOA and VYM?
GEOA and VYM share 19 common holdings with a 7.0% weight overlap. Combined, they hold 602 unique securities.
Which pays a higher dividend, GEOA or VYM?
GEOA yields 0.55% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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