QHY vs VYM

QHY vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricQHYVYMWinner
Expense Ratio0.38%0.04%
AUM$243M$81.6B
Dividend Yield6.28%2.24%
Holdings506616
YTD Return-1.53%+14.66%
1Y Return+0.96%+22.16%
3Y Return (annualized)+6.72%+18.72%
5Y Return (annualized)+2.31%+12.18%
Volatility (annualized)7.8%14.6%
Max Drawdown-42.4%-58.8%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 27, 2016Nov 10, 2006

QHY vs VYM Performance

WisdomTree US High Yield Corporate Bond Fund (QHY) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QHY returned +0.96% while VYM returned +22.16%. Year to date, QHY is down 1.53% versus a gain of 14.66% for VYM.

Over three years, QHY compounded at +6.72% per year against +18.72% for VYM; over five years the annualized figures are +2.31% and +12.18% respectively. Across the full 10-year window we track, VYM has the edge at +7.01% annualized vs +4.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.8% for QHY. 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 -42.4% for QHY 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

QHY charges 0.38% per year while VYM charges 0.04%. On a $10,000 position that is $38 vs $4 annually, a gap of $34 per year that compounds over a long holding period. On income, QHY currently yields 6.28% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

QHY and VYM share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QHY or VYM?

QHY has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $34 per year of difference.

Which performed better, QHY or VYM?

Over the past year QHY returned +0.96% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), QHY annualized +4.54% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, QHY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.8% for QHY. Worst drawdown: QHY -42.4% vs VYM -58.8%.

Should I hold both QHY and VYM?

QHY 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 QHY and VYM?

QHY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, QHY or VYM?

QHY yields 6.28% while VYM yields 2.24%, so QHY currently pays the higher dividend yield.

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