VYM vs WAMA

VYM vs WAMA
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWAMAWinner
Expense Ratio0.04%0.32%
AUM$81.6B$197M
Dividend Yield2.24%0.42%
Holdings6162
YTD Return+15.25%+9.66%
1Y Return+22.18%-
3Y Return (annualized)+18.83%-
5Y Return (annualized)+12.09%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-5.7%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityAllocation/Balanced
InceptionNov 10, 2006Mar 12, 2026

VYM vs WAMA Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree US Adaptive Moving Average Fund ETF (WAMA) is a ETF from WisdomTree Investments. Year to date, VYM is up 15.25% versus a gain of 9.66% for WAMA.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -5.7% for WAMA. 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 WAMA charges 0.32%. On a $10,000 position that is $4 vs $32 annually, a gap of $28 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.42% for WAMA.

Holdings Overlap

29.9%overlap

VYM and WAMA share 197 holdings out of 892 unique holdings combined, representing a 29.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WAMADifference
AVGO7.29%2.91%4.38%
JPM3.38%1.33%2.05%
XOM2.36%1.06%1.30%
JNJProProPro
CATProProPro
CSCOProProPro
ABBVProProPro
BACProProPro
UNHProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, VYM or WAMA?

VYM has an expense ratio of 0.04% while WAMA charges 0.32%. VYM is the cheaper option. On a $10,000 investment, that is $28 per year of difference.

What is the holdings overlap between VYM and WAMA?

VYM and WAMA share 197 common holdings with a 29.9% weight overlap. Combined, they hold 892 unique securities.

Which pays a higher dividend, VYM or WAMA?

VYM yields 2.24% while WAMA yields 0.42%, so VYM currently pays the higher dividend yield.

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