QGRW vs VYM
WisdomTree US Quality Growth Fund vs Vanguard High Dividend Yield ETF
Which is better, QGRW or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. QGRW led over 1Y, 3Y and the full window.
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 | QGRW | VYM |
|---|---|---|
| Expense Ratio | 0.28% | 0.04%Best |
| AUM | $2.9B | $81.6B |
| Dividend Yield | 0.07% | 2.22% |
| Holdings | 102 | 613 |
| YTD Return | +16.58%Best | +9.59% |
| 1Y Return | +19.78%Best | +13.66% |
| 3Y Return (annualized) | +29.34%Best | +17.87% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 17.9% | 11.5%Best |
| Max Drawdown | -24.4% | -14.5%Best |
| $10,000 over 3.8 years | $28,415Best | $16,045 |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 15, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 15, 2022 to Sep 28, 2026 (3.8 years).
QGRW 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 3.8 years both funds cover.
QGRW vs VYM Performance
WisdomTree US Quality Growth Fund (QGRW) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QGRW returned +19.78% while VYM returned +13.66%. Year to date, QGRW is up 16.58% versus a gain of 9.59% for VYM.
Over three years, QGRW compounded at +29.34% per year against +17.87% for VYM. Across the full 4-year window we track, QGRW has the edge at +31.63% annualized vs +13.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 11.5% 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 -24.4% for QGRW and -14.5% 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 0.45. They move together some of the time, and apart the rest.
Fees and Cost Over Time
QGRW charges 0.28% per year while VYM charges 0.04%. On a $10,000 position that is $28 vs $4 annually, a gap of $24 per year that compounds over a long holding period. On income, QGRW currently yields 0.07% against 2.22% for VYM.
Holdings Overlap
At least 13.6% of VYM's money is in holdings QGRW also owns.
Stated as a floor: for QGRW, our book for it covers 91.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and QGRW share little of their money.
11 positions in common, counted across the 98 positions we hold weights for in QGRW and 557 in VYM, against full books of 102 and 613.
Top Shared Holdings
| Stock | Weight in QGRW | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.08% | 7.35% | 4.27% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.26% | 1.86% | 0.60% |
| CATCaterpillar, Inc. | 1.10% | 1.50% | 0.40% |
| ORCLOracle Corp - Common | 1.12% | 0.90% | 0.22% |
| QCOMQualcomm Inc. | 0.75% | 0.63% | 0.12% |
| SBUXStarbucks Corp | 0.62% | 0.49% | 0.13% |
| TRGPTarga Resources Corp Preferred | 0.44% | 0.23% | 0.21% |
| NXPINxp Semiconductors Nv Sedol B505Pn7 | 0.33% | 0.24% | 0.09% |
| YUMYum! Brands, Inc. | 0.36% | 0.17% | 0.19% |
| MSCIM S C I Inc. | 0.35% | 0.16% | 0.19% |
You are not choosing between two funds in isolation.
Whichever of QGRW and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QGRW or VYM?
QGRW has an expense ratio of 0.28% while VYM charges 0.04%. VYM is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, QGRW or VYM?
Over the past year QGRW returned +19.78% vs +13.66% for VYM, so QGRW leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +31.63% vs +13.25% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QGRW or VYM?
QGRW has been the more volatile fund at 17.9% annualized versus 11.5% for VYM. Worst drawdown: QGRW -24.4% vs VYM -14.5%.
Should I hold both QGRW and VYM?
QGRW and VYM have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QGRW and VYM?
At least 13.6% of VYM's money is in holdings QGRW also owns. Our book for QGRW is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 98 positions we hold weights for in QGRW and 557 in VYM.
Which pays a higher dividend, QGRW or VYM?
QGRW yields 0.07% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than QGRW?
VYM has a lower expense ratio. QGRW led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.