VYM vs WDNA
Vanguard High Dividend Yield ETF vs Wisdomtree BioRevolution Fund
Which is better, VYM or WDNA?
Large Cap Value against Mid Cap Growth.
VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, WDNA over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.4%.
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
| Metric | VYM | WDNA |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.45% |
| AUM | $81.6B | $3M |
| Dividend Yield | 2.22% | 3.34% |
| Holdings | 613 | 87 |
| YTD Return | +13.15% | +30.67%Best |
| 1Y Return | +17.82% | +53.35%Best |
| 3Y Return (annualized) | +17.99%Best | +11.27% |
| 5Y Return (annualized) | +12.16%Best | -3.53% |
| Volatility (annualized) | 13.5%Best | 24.0% |
| Max Drawdown | -15.8%Best | -58.9% |
| $10,000 over 5 years | $17,750Best | $8,355 |
| Top 10 Weight | 25.9%Best | 32.4% |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Mid Cap Growth |
| Inception | Nov 10, 2006 | Jun 3, 2021 |
Volatility and max drawdown are measured over the window both funds cover: Jun 3, 2021 to Sep 10, 2026 (5.3 years).
VYM vs WDNA 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 covers the 5.3 years both funds cover.
VYM vs WDNA Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Wisdomtree BioRevolution Fund (WDNA) is an ETF from WisdomTree Investments. Over the past year VYM returned +17.82% while WDNA returned +53.35%. Year to date, VYM is up 13.15% versus a gain of 30.67% for WDNA.
Over three years, VYM compounded at +17.99% per year against +11.27% for WDNA; over five years the annualized figures are +12.16% and -3.53% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WDNA has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 13.5% 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 -15.8% for VYM and -58.9% for WDNA. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VYM charges 0.04% per year while WDNA 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 2.22% against 3.34% for WDNA.
Holdings Overlap
6.0% of VYM's money is in holdings WDNA also owns. 10.8% of WDNA's money is in holdings VYM also owns.
WDNA and VYM share little of their money.
8 positions in common, counted across the 603 positions we hold weights for in VYM and 79 in WDNA, against full books of 613 and 87.
What only one of them owns
Our book lists 54 positions for WDNA that do not appear in our book for VYM (70.2% of the fund), and 560 for VYM that do not appear in WDNA (91.5%).
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
| Stock | Weight in VYM | Weight in WDNA | Difference |
|---|---|---|---|
| JNJJohnson & Johnson | 2.54% | 3.00% | 0.46% |
| AMGNAmgen Inc. | 0.75% | 1.75% | 1.00% |
| GILDGilead Sciences Inc | 0.65% | 1.56% | 0.91% |
| PFEPfizer, Inc. | 0.57% | 1.48% | 0.91% |
| MRKMerck & Co. Inc. | 1.32% | 0.69% | 0.63% |
| BGBunge Global Sa Common Shares | 0.06% | 1.56% | 1.50% |
| FMCFmc Corp. | 0.01% | 0.51% | 0.50% |
| TSNTyson Foods Inc. Class A | 0.07% | 0.29% | 0.22% |
You are not choosing between two funds in isolation.
Whichever of VYM and WDNA you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VYM or WDNA?
VYM has an expense ratio of 0.04% while WDNA charges 0.45%. VYM is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, VYM or WDNA?
Over the past year VYM returned +17.82% vs +53.35% for WDNA, so WDNA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WDNA?
WDNA has been the more volatile fund at 24.0% annualized versus 13.5% for VYM. Worst drawdown: VYM -15.8% vs WDNA -58.9%.
Should I hold both VYM and WDNA?
VYM and WDNA have a monthly-return correlation of 0.58, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VYM and WDNA?
10.8% of WDNA's money is in holdings VYM also owns. 10.8% of WDNA's is in holdings VYM also owns. They hold 8 positions in common, counted across the 603 positions we hold weights for in VYM and 79 in WDNA.
Which pays a higher dividend, VYM or WDNA?
VYM yields 2.22% while WDNA yields 3.34%, so WDNA currently pays the higher dividend yield.
Is WDNA better than VYM?
VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, WDNA over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.