KWH vs VYM
GMO Power Infrastructure ETF vs Vanguard High Dividend Yield ETF
Which is better, KWH or VYM?
VYM costs less.
VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 32.1%.
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
| Metric | KWH | VYM |
|---|---|---|
| Expense Ratio | 0.60% | 0.04%Best |
| AUM | - | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 72 | 613 |
| YTD Return | -5.44% | +9.59%Best |
| 1Y Return | - | +13.66% |
| 3Y Return (annualized) | - | +17.87% |
| 5Y Return (annualized) | - | +11.51% |
| Top 10 Weight | 32.1% | 26.1%Best |
| Fund Family | GMO | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 14, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
KWH 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
KWH vs VYM Performance
GMO Power Infrastructure ETF (KWH) is an ETF from GMO and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, KWH is down 5.44% versus a gain of 9.59% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
KWH charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, KWH currently yields 0.00% against 2.22% for VYM.
Holdings Overlap
36.6% of KWH's money is in holdings VYM also owns. 5.2% of VYM's money is in holdings KWH also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 70 positions we hold weights for in KWH and 557 in VYM, against full books of 72 and 613.
What only one of them owns
Our book lists 504 positions for VYM that do not appear in our book for KWH (91.9% of the fund), and 19 for KWH that do not appear in VYM (19.9%).
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.
Top Shared Holdings
| Stock | Weight in KWH | Weight in VYM | Difference |
|---|---|---|---|
| ETNEaton Corp Plc | 4.00% | 0.65% | 3.35% |
| NEENextera Energy Inc | 2.60% | 0.74% | 1.86% |
| SOSouthern Co. | 2.10% | 0.43% | 1.67% |
| DUKDuke Energy Corp | 2.00% | 0.40% | 1.60% |
| EXCExelon | 1.90% | 0.19% | 1.71% |
| EQTEQT Corp. | 1.90% | 0.13% | 1.77% |
| EXEExpand Energy Corp | 1.90% | 0.09% | 1.81% |
| AEPAmerican Electric Power Co Inc | 1.70% | 0.28% | 1.42% |
| EDConsolidated Edison Inc | 1.80% | 0.16% | 1.64% |
| JCIJohnson Controls Intl Plc | 1.50% | 0.36% | 1.14% |
36.6% of KWH is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, KWH or VYM?
KWH has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.
What is the holdings overlap between KWH and VYM?
36.6% of KWH's money is in holdings VYM also owns. 5.2% of VYM's is in holdings KWH also owns. They hold 24 positions in common, counted across the 70 positions we hold weights for in KWH and 557 in VYM.
Which pays a higher dividend, KWH or VYM?
KWH yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than KWH?
VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 32.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.