VYM vs WDGF

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWDGFWinner
Expense Ratio0.04%0.45%
AUM$79.0B$6M
Dividend Yield2.86%0.05%
Holdings56898
YTD Return+16.78%+9.82%
1Y Return+24.43%+12.23%
3Y Return (annualized)+18.60%-
5Y Return (annualized)+12.30%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-18.0%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
InceptionNov 10, 2006Sep 12, 2025

VYM vs WDGF Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree Global Defense Fund ETF (WDGF) is a ETF from WisdomTree Investments. Over the past year VYM returned +24.43% while WDGF returned +12.23%. Year to date, VYM is up 16.78% versus a gain of 9.82% for WDGF.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -18.0% for WDGF. 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 WDGF charges 0.45%. On a $10,000 position that is $4 vs $45 annually, a gap of $41 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 0.05% for WDGF.

Holdings Overlap

1.9%overlap

VYM and WDGF share 7 holdings out of 647 unique holdings combined, representing a 1.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WDGFDifference
GD0.40%5.07%4.67%
LMT0.60%4.86%4.26%
NOC0.43%4.86%4.43%
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Frequently Asked Questions

Which is cheaper, VYM or WDGF?

VYM has an expense ratio of 0.04% while WDGF charges 0.45%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, VYM or WDGF?

Over the past year VYM returned +24.43% vs +12.23% for WDGF, so VYM leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between VYM and WDGF?

VYM and WDGF share 7 common holdings with a 1.9% weight overlap. Combined, they hold 647 unique securities.

Which pays a higher dividend, VYM or WDGF?

VYM yields 2.86% while WDGF yields 0.05%, so VYM currently pays the higher dividend yield.

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