VYM vs WANT

VYM vs WANT
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Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWANTWinner
Expense Ratio0.04%1.00%
AUM$81.6B$21M
Dividend Yield2.24%0.54%
Holdings61654
YTD Return+14.66%-15.98%
1Y Return+22.16%-11.28%
3Y Return (annualized)+18.72%+13.31%
5Y Return (annualized)+12.18%-8.17%
Volatility (annualized)14.6%70.0%
Max Drawdown-58.8%-85.9%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionNov 10, 2006Nov 29, 2018

VYM vs WANT Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Direxion Daily Consumer Discretionary Bull 3X ETF (WANT) is a ETF from Direxion Shares ETF Trust. Over the past year VYM returned +22.16% while WANT returned -11.28%. Year to date, VYM is up 14.66% versus a loss of 15.98% for WANT.

Over three years, VYM compounded at +18.72% per year against +13.31% for WANT; over five years the annualized figures are +12.18% and -8.17% respectively. Across the full 8-year window we track, VYM has the edge at +7.01% annualized vs +6.98%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WANT has been the more volatile fund, with annualized monthly volatility of 70.0% compared with 14.6% 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 -58.8% for VYM and -85.9% for WANT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while WANT charges 1.00%. On a $10,000 position that is $4 vs $100 annually, a gap of $96 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.54% for WANT.

Holdings Overlap

5.2%overlap

VYM and WANT share 21 holdings out of 632 unique holdings combined, representing a 5.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WANTDifference
HD1.46%4.08%2.62%
MCD0.80%2.89%2.09%
LOW0.51%2.15%1.64%
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EBAYProProPro
NKEProProPro
YUMProProPro
GRMNProProPro
CCLProProPro
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Frequently Asked Questions

Which is cheaper, VYM or WANT?

VYM has an expense ratio of 0.04% while WANT charges 1.00%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, VYM or WANT?

Over the past year VYM returned +22.16% vs -11.28% for WANT, so VYM leads on 1-year performance. Over the longest common window we track (8 years), VYM annualized +7.01% vs +6.98% for WANT. Past performance does not guarantee future results.

Which is riskier, VYM or WANT?

WANT has been the more volatile fund at 70.0% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs WANT -85.9%.

Should I hold both VYM and WANT?

VYM and WANT have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and WANT?

VYM and WANT share 21 common holdings with a 5.2% weight overlap. Combined, they hold 632 unique securities.

Which pays a higher dividend, VYM or WANT?

VYM yields 2.24% while WANT yields 0.54%, so VYM currently pays the higher dividend yield.

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