VYM vs WCAP

VYM vs WCAP
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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

MetricVYMWCAPWinner
Expense Ratio0.04%1.00%
AUM$81.6B$64M
Dividend Yield2.24%0.04%
Holdings61631
YTD Return+14.84%-4.61%
1Y Return+20.88%-7.20%
3Y Return (annualized)+18.34%-
5Y Return (annualized)+12.04%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-15.9%
Fund FamilyVanguard (US)Warren Capital Group
CategoryEquityEquity
InceptionNov 10, 2006Sep 11, 2025

VYM vs WCAP Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WarCap Unconstrained Equity ETF (WCAP) is a ETF from Warren Capital Group. Over the past year VYM returned +20.88% while WCAP returned -7.20%. Year to date, VYM is up 14.84% versus a loss of 4.61% for WCAP.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -15.9% for WCAP. 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 WCAP 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 0.04% for WCAP.

Holdings Overlap

5.7%overlap

VYM and WCAP share 6 holdings out of 627 unique holdings combined, representing a 5.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WCAPDifference
JNJ2.54%2.04%0.50%
KO1.31%2.99%1.68%
NDAQ0.15%3.40%3.25%
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Frequently Asked Questions

Which is cheaper, VYM or WCAP?

VYM has an expense ratio of 0.04% while WCAP 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 WCAP?

Over the past year VYM returned +20.88% vs -7.20% for WCAP, so VYM leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between VYM and WCAP?

VYM and WCAP share 6 common holdings with a 5.7% weight overlap. Combined, they hold 627 unique securities.

Which pays a higher dividend, VYM or WCAP?

VYM yields 2.24% while WCAP yields 0.04%, so VYM currently pays the higher dividend yield.

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