VYM vs WCMG

VYM vs WCMG
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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

MetricVYMWCMGWinner
Expense Ratio0.04%0.85%
AUM$81.6B$3M
Dividend Yield2.24%0.00%
Holdings61647
YTD Return+14.66%+9.22%
1Y Return+22.16%-
3Y Return (annualized)+18.72%-
5Y Return (annualized)+12.18%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-5.0%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityEquity
InceptionNov 10, 2006Apr 21, 2026

VYM vs WCMG Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and First Trust WCM Global Equity ETF (WCMG) is a ETF from First Trust Portfolios (US). Year to date, VYM is up 14.66% versus a gain of 9.22% for WCMG.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -5.0% for WCMG. 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 WCMG 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 2.24% against 0.00% for WCMG.

Holdings Overlap

1.6%overlap

VYM and WCMG share 7 holdings out of 641 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WCMGDifference
TPR0.12%3.40%3.28%
EBAY0.21%2.57%2.36%
VLO0.32%2.35%2.03%
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Frequently Asked Questions

Which is cheaper, VYM or WCMG?

VYM has an expense ratio of 0.04% while WCMG charges 0.85%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

What is the holdings overlap between VYM and WCMG?

VYM and WCMG share 7 common holdings with a 1.6% weight overlap. Combined, they hold 641 unique securities.

Which pays a higher dividend, VYM or WCMG?

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

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