VYM vs WAGN

VYM vs WAGN
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Quick Verdict

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

Lower Fees: VYMHigher Returns: WAGNMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWAGNWinner
Expense Ratio0.04%0.90%
AUM$81.6B$268M
Dividend Yield2.24%0.00%
Holdings61624
YTD Return+14.66%+9.70%
1Y Return+22.16%-
3Y Return (annualized)+18.72%-
5Y Return (annualized)+12.18%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-12.4%
Fund FamilyVanguard (US)Pabrai Wagons Fund
CategoryEquityEquity
InceptionNov 10, 2006Feb 9, 2026

VYM vs WAGN Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Pabrai Wagons ETF (WAGN) is a ETF from Pabrai Wagons Fund. Year to date, VYM is up 14.66% versus a gain of 9.70% for WAGN.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -12.4% for WAGN. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VYM charges 0.04% per year while WAGN charges 0.90%. On a $10,000 position that is $4 vs $90 annually, a gap of $86 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.00% for WAGN.

Holdings Overlap

0.2%overlap

VYM and WAGN share 2 holdings out of 622 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WAGNDifference
OXY0.15%4.36%4.21%
NE0.02%4.22%4.20%

Frequently Asked Questions

Which is cheaper, VYM or WAGN?

VYM has an expense ratio of 0.04% while WAGN charges 0.90%. VYM is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

What is the holdings overlap between VYM and WAGN?

VYM and WAGN share 2 common holdings with a 0.2% weight overlap. Combined, they hold 622 unique securities.

Which pays a higher dividend, VYM or WAGN?

VYM yields 2.24% while WAGN yields 0.00%, so VYM currently pays the higher dividend yield.

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