VYM vs WEBS

VYM vs WEBS
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWEBSWinner
Expense Ratio0.04%1.07%
AUM$81.6B$7M
Dividend Yield2.24%3.20%
Holdings6166
YTD Return+14.84%-33.66%
1Y Return+20.88%-24.27%
3Y Return (annualized)+18.34%-50.26%
5Y Return (annualized)+12.04%-35.07%
Volatility (annualized)14.6%65.6%
Max Drawdown-58.8%-99.7%
Fund FamilyVanguard (US)Direxion Shares ETF Trust
CategoryEquityAlternative
InceptionNov 10, 2006Nov 7, 2019

VYM vs WEBS Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Direxion Daily Dow Jones Internet Bear 3X ETF (WEBS) is a ETF from Direxion Shares ETF Trust. Over the past year VYM returned +20.88% while WEBS returned -24.27%. Year to date, VYM is up 14.84% versus a loss of 33.66% for WEBS.

Over three years, VYM compounded at +18.34% per year against -50.26% for WEBS; over five years the annualized figures are +12.04% and -35.07% respectively. Across the full 7-year window we track, VYM has the edge at +7.01% annualized vs -52.51%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEBS has been the more volatile fund, with annualized monthly volatility of 65.6% compared with 14.6% 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 -58.8% for VYM and -99.7% for WEBS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.48. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while WEBS charges 1.07%. On a $10,000 position that is $4 vs $107 annually, a gap of $103 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 3.20% for WEBS.

Holdings Overlap

0.0%overlap

VYM and WEBS share 0 holdings out of 605 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 WEBS?

VYM has an expense ratio of 0.04% while WEBS charges 1.07%. VYM is the cheaper option. On a $10,000 investment, that is $103 per year of difference.

Which performed better, VYM or WEBS?

Over the past year VYM returned +20.88% vs -24.27% for WEBS, so VYM leads on 1-year performance. Over the longest common window we track (7 years), VYM annualized +7.01% vs -52.51% for WEBS. Past performance does not guarantee future results.

Which is riskier, VYM or WEBS?

WEBS has been the more volatile fund at 65.6% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs WEBS -99.7%.

Should I hold both VYM and WEBS?

VYM and WEBS have a monthly-return correlation of -0.48, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and WEBS?

VYM and WEBS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, VYM or WEBS?

VYM yields 2.24% while WEBS yields 3.20%, so WEBS currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free