VYM vs WCMG

VYM vs WCMG

Which is better, VYM or WCMG?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.5%.

Lower Fees: VYMLess Concentrated: VYM

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVYMWCMG
Expense Ratio0.04%Best0.85%
AUM$81.6B$3M
Dividend Yield2.22%0.00%
Holdings61396
YTD Return+13.75%Best+8.80%
1Y Return+19.42%-
3Y Return (annualized)+18.22%-
5Y Return (annualized)+12.17%-
Top 10 Weight25.9%Best37.5%
Fund FamilyVanguard (US)First Trust Portfolios (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Apr 21, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

VYM vs WCMG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VYM vs WCMG Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and First Trust WCM Global Equity ETF (WCMG) is an ETF from First Trust Portfolios (US). Year to date, VYM is up 13.75% versus a gain of 8.80% for WCMG.

Past performance does not guarantee future results.

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 2.22% against 0.00% for WCMG.

Holdings Overlap

VYM already in WCMG1.6%
WCMG already in VYM14.4%

1.6% of VYM's money is in holdings WCMG also owns. 14.4% of WCMG's money is in holdings VYM also owns.

WCMG and VYM share little of their money.

7 positions in common, counted across the 603 positions we hold weights for in VYM and 45 in WCMG, against full books of 613 and 96.

What only one of them owns

Our book lists 15 positions for WCMG that do not appear in our book for VYM (36.4% of the fund), and 561 for VYM that do not appear in WCMG (95.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in VYMWeight in WCMGDifference
TPRTapestry Inc.0.12%3.40%3.28%
EBAYEbay Inc.0.21%2.57%2.36%
VLOValero Energy Corp.0.32%2.35%2.03%
SLBSchlumberger Nv.0.29%1.76%1.47%
CBChubb Ltd Common Stock Usd 24.150.50%1.45%0.95%
BGBunge Global Sa Common Shares0.06%1.51%1.45%
RGAReinsurance Group Of America Inc0.06%1.38%1.32%

You are not choosing between two funds in isolation.

Whichever of VYM and WCMG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VYMWCMG

Free for up to 10 holdings. No account needed.

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, by $81 a year on a $10,000 investment.

What is the holdings overlap between VYM and WCMG?

14.4% of WCMG's money is in holdings VYM also owns. 14.4% of WCMG's is in holdings VYM also owns. They hold 7 positions in common, counted across the 603 positions we hold weights for in VYM and 45 in WCMG.

Which pays a higher dividend, VYM or WCMG?

VYM yields 2.22% while WCMG yields 0.00%, so VYM currently pays the higher dividend yield.

Is WCMG better than VYM?

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 37.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.