VAW vs VYM

VAW vs VYM

Which is better, VAW or VYM?

Mid Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.2%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricVAWVYM
Expense Ratio0.09%0.04%Best
AUM$2.9B$81.6B
Dividend Yield1.39%2.22%
Holdings111613
YTD Return+8.73%+13.15%Best
1Y Return+12.37%+17.82%Best
3Y Return (annualized)+10.06%+17.99%Best
5Y Return (annualized)+6.27%+12.16%Best
Volatility (annualized)21.1%14.5%Best
Max Drawdown-63.5%-58.8%Best
$10,000 over 5 years$13,554$17,750Best
Top 10 Weight56.2%25.9%Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionJan 26, 2004Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 10, 2026 (19.8 years).

VAW 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 19.8 years both funds cover.

VAW vs VYM Performance

Vanguard Materials ETF (VAW) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year VAW returned +12.37% while VYM returned +17.82%. Year to date, VAW is up 8.73% versus a gain of 13.15% for VYM.

Over three years, VAW compounded at +10.06% per year against +17.99% for VYM; over five years the annualized figures are +6.27% and +12.16% respectively. Across the full 20-year window we track, VYM has the edge at +6.91% annualized vs +6.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VAW has been the more volatile fund, with annualized monthly volatility of 21.1% compared with 14.5% 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 -63.5% for VAW and -58.8% 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 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VAW charges 0.09% per year while VYM charges 0.04%. On a $10,000 position that is $9 vs $4 annually, a gap of $5 per year that compounds over a long holding period. On income, VAW currently yields 1.39% against 2.22% for VYM.

Holdings Overlap

VAW already in VYM52.1%
VYM already in VAW3.3%

52.1% of VAW's money is in holdings VYM also owns. 3.3% of VYM's money is in holdings VAW also owns.

The two portfolios partly overlap.

42 positions in common, counted across the 111 positions we hold weights for in VAW and 603 in VYM, against full books of 111 and 613.

What only one of them owns

Our book lists 527 positions for VYM that do not appear in our book for VAW (94.3% of the fund), and 60 for VAW that do not appear in VYM (40.6%).

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

StockWeight in VAWWeight in VYMDifference
LINLinde Plc Ordinary Shares15.72%0.99%14.73%
NEMNewmont Corp.6.59%0.41%6.18%
APDAir Products & Chemicals In3.88%0.27%3.61%
NUENucor Corp.3.23%0.20%3.03%
PPGPpg Industries Inc.1.77%0.11%1.66%
SWR:IESmurfit Westrock Plc1.59%0.10%1.49%
PKGPackaging Corp. Of America1.39%0.09%1.30%
AMCRAmcor Plc Ordinary Shares1.31%0.08%1.23%
IFFInternational Flavors & Fragrances Inc.1.29%0.08%1.21%
DOWDow Inc.1.29%0.08%1.21%

52.1% of VAW 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.

VAWVYM

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Frequently Asked Questions

Which is cheaper, VAW or VYM?

VAW has an expense ratio of 0.09% while VYM charges 0.04%. VYM is the cheaper option, by $5 a year on a $10,000 investment.

Which performed better, VAW or VYM?

Over the past year VAW returned +12.37% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), VAW annualized +6.70% vs +6.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VAW or VYM?

VAW has been the more volatile fund at 21.1% annualized versus 14.5% for VYM. Worst drawdown: VAW -63.5% vs VYM -58.8%.

Should I hold both VAW and VYM?

VAW and VYM have a monthly-return correlation of 0.85, 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 VAW and VYM?

52.1% of VAW's money is in holdings VYM also owns. 3.3% of VYM's is in holdings VAW also owns. They hold 42 positions in common, counted across the 111 positions we hold weights for in VAW and 603 in VYM.

Which pays a higher dividend, VAW or VYM?

VAW yields 1.39% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than VAW?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.