QMID vs VYM
WisdomTree US MidCap Quality Growth Fund vs Vanguard High Dividend Yield ETF
Which is better, QMID or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. QMID is less concentrated, with 14.5% of the fund in its ten largest positions against 26.1%.
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 | QMID | VYM |
|---|---|---|
| Expense Ratio | 0.38% | 0.04%Best |
| AUM | $2M | $81.6B |
| Dividend Yield | 0.48% | 2.22% |
| Holdings | 126 | 613 |
| YTD Return | +3.14% | +11.47%Best |
| 1Y Return | +3.06% | +15.94%Best |
| 3Y Return (annualized) | - | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 14.2% | 10.5%Best |
| Max Drawdown | -23.6% | -14.5%Best |
| $10,000 over 2.7 years | $12,101 | $15,170Best |
| Top 10 Weight | 14.5%Best | 26.1% |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Jan 25, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 21, 2026 (2.7 years).
QMID 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 2.7 years both funds cover.
QMID vs VYM Performance
WisdomTree US MidCap Quality Growth Fund (QMID) is an ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year QMID returned +3.06% while VYM returned +15.94%. Year to date, QMID is up 3.14% versus a gain of 11.47% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QMID has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 10.5% 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 -23.6% for QMID 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QMID 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, QMID currently yields 0.48% against 2.22% for VYM.
Holdings Overlap
21.7% of QMID's money is in holdings VYM also owns. 1.1% of VYM's money is in holdings QMID also owns.
QMID and VYM share little of their money.
26 positions in common, counted across the 125 positions we hold weights for in QMID and 557 in VYM, against full books of 126 and 613.
What only one of them owns
Our book lists 502 positions for VYM that do not appear in our book for QMID (96.0% of the fund), and 96 for QMID that do not appear in VYM (75.7%).
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 QMID | Weight in VYM | Difference |
|---|---|---|---|
| PRPermian Resources Corp | 1.40% | 0.07% | 1.33% |
| EGEverest Group Ltd Common Stock | 1.28% | 0.06% | 1.22% |
| MKCMccormick & Co Inc. | 1.15% | 0.05% | 1.10% |
| TXRHTexas Roadhouse Inc | 1.08% | 0.05% | 1.03% |
| SEICSei Investments Co. | 1.07% | 0.04% | 1.03% |
| RLRalph Lauren Corp. Class A | 1.04% | 0.06% | 0.98% |
| ALLEAllegion Plc | 1.03% | 0.05% | 0.98% |
| JKHYJack Henry & Associates Inc | 0.93% | 0.04% | 0.89% |
| DPZDomino's Pizza Inc | 0.89% | 0.04% | 0.85% |
| EVREvercore, Inc. Class A | 0.88% | 0.05% | 0.83% |
21.7% of QMID 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, QMID or VYM?
QMID has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, QMID or VYM?
Over the past year QMID returned +3.06% vs +15.94% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QMID or VYM?
QMID has been the more volatile fund at 14.2% annualized versus 10.5% for VYM. Worst drawdown: QMID -23.6% vs VYM -14.5%.
Should I hold both QMID and VYM?
QMID and VYM have a monthly-return correlation of 0.84, 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 QMID and VYM?
21.7% of QMID's money is in holdings VYM also owns. 1.1% of VYM's is in holdings QMID also owns. They hold 26 positions in common, counted across the 125 positions we hold weights for in QMID and 557 in VYM.
Which pays a higher dividend, QMID or VYM?
QMID yields 0.48% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than QMID?
VYM has a lower expense ratio. VYM led over 1Y and the full window. QMID is less concentrated, with 14.5% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.