QGRW vs VYM
WisdomTree US Quality Growth Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. QGRW delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | QGRW | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.28% | 0.04% | |
| AUM | $2.7B | $79.0B | |
| Dividend Yield | 0.08% | 2.86% | |
| Holdings | 100 | 568 | |
| YTD Return | +17.02% | +16.78% | |
| 1Y Return | +25.18% | +24.43% | |
| 3Y Return (annualized) | +28.08% | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 18.2% | 14.6% | |
| Max Drawdown | -24.4% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 15, 2022 | Nov 10, 2006 |
QGRW vs VYM Performance
WisdomTree US Quality Growth Fund (QGRW) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QGRW returned +25.18% while VYM returned +24.43%. Year to date, QGRW is up 17.02% versus a gain of 16.78% for VYM.
Over three years, QGRW compounded at +28.08% per year against +18.60% for VYM. Across the full 4-year window we track, QGRW has the edge at +33.02% annualized vs +7.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 14.6% 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 -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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.08% against 2.86% for VYM.
Holdings Overlap
QGRW and VYM share 8 holdings out of 648 unique holdings combined, representing a 6.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $24 per year of difference.
Which performed better, QGRW or VYM?
Over the past year QGRW returned +25.18% vs +24.43% for VYM, so QGRW leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +33.02% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, QGRW or VYM?
QGRW has been the more volatile fund at 18.2% annualized versus 14.6% for VYM. Worst drawdown: QGRW -24.4% vs VYM -58.8%.
Should I hold both QGRW and VYM?
QGRW and VYM have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QGRW and VYM?
QGRW and VYM share 8 common holdings with a 6.3% weight overlap. Combined, they hold 648 unique securities.
Which pays a higher dividend, QGRW or VYM?
QGRW yields 0.08% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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