VYM vs WDE

VYM vs WDE
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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

MetricVYMWDEWinner
Expense Ratio0.04%0.19%
AUM$81.6B$20M
Dividend Yield2.24%0.40%
Holdings61646
YTD Return+15.75%-0.12%
1Y Return+23.85%-
3Y Return (annualized)+19.14%-
5Y Return (annualized)+12.45%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-1.9%
Fund FamilyVanguard (US)Principal Funds
CategoryEquityFixed Income
InceptionNov 10, 2006May 21, 2026

VYM vs WDE Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Principal Securitized Debt ETF (WDE) is a ETF from Principal Funds. Year to date, VYM is up 15.75% versus a loss of 0.12% for WDE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -1.9% for WDE. 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 WDE charges 0.19%. On a $10,000 position that is $4 vs $19 annually, a gap of $15 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.40% for WDE.

Holdings Overlap

0.0%overlap

VYM and WDE share 0 holdings out of 620 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VYM or WDE?

VYM has an expense ratio of 0.04% while WDE charges 0.19%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

What is the holdings overlap between VYM and WDE?

VYM and WDE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 620 unique securities.

Which pays a higher dividend, VYM or WDE?

VYM yields 2.24% while WDE yields 0.40%, so VYM currently pays the higher dividend yield.

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