VWID vs VYM

VWID vs VYM

Which is better, VWID or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VWID led over 1Y and the full window. VWID is less concentrated, with 19.1% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: VWIDLess Concentrated: VWID

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

MetricVWIDVYM
Expense Ratio0.49%0.04%Best
AUM$13M$81.6B
Dividend Yield3.68%2.22%
Holdings158613
Volatility (annualized)25.9%15.2%Best
Max Drawdown-52.4%-35.7%Best
$10,000 over 8.5 years$22,744Best$21,561
Top 10 Weight19.1%Best26.1%
Fund FamilyVirtus Investment PartnersVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 10, 2017Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 166 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. VWID has data through Apr 8, 2026 and VYM through Sep 21, 2026.

Volatility and max drawdown, and the $10,000 over 8.5 years row, are measured over the window both funds cover: Oct 12, 2017 to Apr 8, 2026 (8.5 years).

Risk: Volatility and Drawdowns

VWID has been the more volatile fund, with annualized monthly volatility of 25.9% compared with 15.2% 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 -52.4% for VWID and -35.7% 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 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VWID charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, VWID currently yields 3.68% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 143 holdings in VWID and 557 in VYM, totalling 98.7% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 182 days apart, VWID as of Jan 30, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 143 positions we hold weights for in VWID and 557 in VYM, against full books of 158 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for VWID (97.1% of the fund), and 9 for VWID that do not appear in VYM (7.0%).

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.

You are not choosing between two funds in isolation.

Whichever of VWID and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VWIDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VWID or VYM?

VWID has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

Which is riskier, VWID or VYM?

VWID has been the more volatile fund at 25.9% annualized versus 15.2% for VYM. Worst drawdown: VWID -52.4% vs VYM -35.7%.

Should I hold both VWID and VYM?

VWID and VYM have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VWID or VYM?

VWID yields 3.68% while VYM yields 2.22%, so VWID currently pays the higher dividend yield.

Is VYM better than VWID?

VYM has a lower expense ratio. VWID led over 1Y and the full window. VWID is less concentrated, with 19.1% 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.