VYM vs WCEO
Vanguard High Dividend Yield ETF vs Hypatia Women CEO ETF
Quick Verdict
VYM has a lower expense ratio. WCEO delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | WCEO | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.85% | |
| AUM | $79.0B | $10M | |
| Dividend Yield | 2.86% | 0.55% | |
| Holdings | 568 | 155 | |
| YTD Return | +16.78% | +20.17% | |
| 1Y Return | +24.43% | +24.85% | |
| 3Y Return (annualized) | +18.60% | +15.46% | |
| 5Y Return (annualized) | +12.30% | - | |
| Volatility (annualized) | 14.6% | 16.3% | |
| Max Drawdown | -58.8% | -25.9% | |
| Fund Family | Vanguard (US) | Hypatia Invest | |
| Category | Equity | Equity | |
| Inception | Nov 10, 2006 | Jan 6, 2023 |
VYM vs WCEO Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Hypatia Women CEO ETF (WCEO) is a ETF from Hypatia Invest. Over the past year VYM returned +24.43% while WCEO returned +24.85%. Year to date, VYM is up 16.78% versus a gain of 20.17% for WCEO.
Over three years, VYM compounded at +18.60% per year against +15.46% for WCEO. Across the full 4-year window we track, WCEO has the edge at +13.93% annualized vs +7.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WCEO has been the more volatile fund, with annualized monthly volatility of 16.3% 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 -25.9% for WCEO. 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while WCEO charges 0.85%. On a $10,000 position that is $4 vs $85 annually, a gap of $81 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 0.55% for WCEO.
Holdings Overlap
VYM and WCEO share 47 holdings out of 663 unique holdings combined, representing a 7.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or WCEO?
VYM has an expense ratio of 0.04% while WCEO charges 0.85%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.
Which performed better, VYM or WCEO?
Over the past year VYM returned +24.43% vs +24.85% for WCEO, so WCEO leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +7.11% vs +13.93% for WCEO. Past performance does not guarantee future results.
Which is riskier, VYM or WCEO?
WCEO has been the more volatile fund at 16.3% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs WCEO -25.9%.
Should I hold both VYM and WCEO?
VYM and WCEO have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WCEO?
VYM and WCEO share 47 common holdings with a 7.3% weight overlap. Combined, they hold 663 unique securities.
Which pays a higher dividend, VYM or WCEO?
VYM yields 2.86% while WCEO yields 0.55%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.