KWH vs VYM

KWH 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

MetricKWHVYMWinner
Expense Ratio0.60%0.04%
AUM-$81.6B
Dividend Yield0.00%2.24%
Holdings70616
YTD Return+0.47%+15.60%
1Y Return-+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)-14.6%
Max Drawdown-4.4%-58.8%
Fund FamilyGMOVanguard (US)
CategoryEquityEquity
InceptionJul 14, 2026Nov 10, 2006

KWH vs VYM Performance

GMO Power Infrastructure ETF (KWH) is a ETF from GMO and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, KWH is up 0.47% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.4% for KWH 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

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 2.24% for VYM.

Holdings Overlap

5.5%overlap

KWH and VYM share 24 holdings out of 649 unique holdings combined, representing a 5.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in KWHWeight in VYMDifference
ETN4.00%0.69%3.31%
NEE2.60%0.76%1.84%
SO2.10%0.45%1.65%
DUKProProPro
EXCProProPro
EQTProProPro
AEPProProPro
EXEProProPro
EDProProPro
JCIProProPro
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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. On a $10,000 investment, that is $56 per year of difference.

What is the holdings overlap between KWH and VYM?

KWH and VYM share 24 common holdings with a 5.5% weight overlap. Combined, they hold 649 unique securities.

Which pays a higher dividend, KWH or VYM?

KWH yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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