SLWS vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricSLWSVYMWinner
Expense Ratio0.42%0.04%
AUM$386M$79.0B
Dividend Yield3.68%2.86%
Holdings194568
YTD Return+2.55%+16.10%
1Y Return-+25.99%
3Y Return (annualized)-+18.29%
5Y Return (annualized)-+12.35%
Volatility (annualized)-14.6%
Max Drawdown-0.7%-58.8%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionDec 19, 2024Nov 10, 2006

SLWS vs VYM Performance

SLW Short Duration Income ETF (SLWS) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, SLWS is up 2.55% versus a gain of 16.10% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.7% for SLWS 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

SLWS charges 0.42% per year while VYM charges 0.04%. On a $10,000 position that is $42 vs $4 annually, a gap of $38 per year that compounds over a long holding period. On income, SLWS currently yields 3.68% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

SLWS and VYM share 0 holdings out of 666 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, SLWS or VYM?

SLWS has an expense ratio of 0.42% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $38 per year of difference.

What is the holdings overlap between SLWS and VYM?

SLWS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 666 unique securities.

Which pays a higher dividend, SLWS or VYM?

SLWS yields 3.68% while VYM yields 2.86%, so SLWS currently pays the higher dividend yield.

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