VYM vs WEED

VYM vs WEED

Which is better, VYM or WEED?

Large Cap Value against Mid Cap Blend.

VYM has a lower expense ratio. VYM led over 3Y and the full window, WEED over 1Y.

Lower Fees: VYMHigher Returns: split

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

MetricVYMWEED
Expense Ratio0.04%Best0.41%
AUM$81.6B$9M
Dividend Yield2.22%0.00%
Holdings6139
YTD Return+10.23%+20.85%Best
1Y Return+14.28%+30.89%Best
3Y Return (annualized)+17.50%Best-8.89%
5Y Return (annualized)+11.60%-
Volatility (annualized)13.9%Best79.8%
Max Drawdown-15.8%Best-88.1%
$10,000 over 4.4 years$15,535Best$3,291
Fund FamilyVanguard (US)Roundhill Investments
CategoryEquityEquity
StyleLarge Cap ValueMid Cap Blend
InceptionNov 10, 2006Apr 20, 2022

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: Apr 20, 2022 to Sep 23, 2026 (4.4 years).

VYM vs WEED 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 4.4 years both funds cover.

VYM vs WEED Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Roundhill Cannabis ETF (WEED) is an ETF from Roundhill Investments. Over the past year VYM returned +14.28% while WEED returned +30.89%. Year to date, VYM is up 10.23% versus a gain of 20.85% for WEED.

Over three years, VYM compounded at +17.50% per year against -8.89% for WEED. Across the full 4-year window we track, VYM has the edge at +10.53% annualized vs -22.32%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WEED has been the more volatile fund, with annualized monthly volatility of 79.8% compared with 13.9% 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 -88.1% for WEED. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.22. They move largely independently of each other.

Fees and Cost Over Time

VYM charges 0.04% per year while WEED charges 0.41%. On a $10,000 position that is $4 vs $41 annually, a gap of $37 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.00% for WEED.

Holdings Overlap

We hold position weights for 557 holdings in VYM and 2 in WEED, totalling 99.2% and 26.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 557 positions we hold weights for in VYM and 2 in WEED, against full books of 613 and 9.

You are not choosing between two funds in isolation.

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

VYMWEED

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WEED?

VYM has an expense ratio of 0.04% while WEED charges 0.41%. VYM is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, VYM or WEED?

Over the past year VYM returned +14.28% vs +30.89% for WEED, so WEED leads on 1-year performance. Over the longest common window we track (4 years), VYM annualized +10.53% vs -22.32% for WEED. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or WEED?

WEED has been the more volatile fund at 79.8% annualized versus 13.9% for VYM. Worst drawdown: VYM -15.8% vs WEED -88.1%.

Should I hold both VYM and WEED?

VYM and WEED have a monthly-return correlation of 0.22, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VYM or WEED?

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

Is WEED better than VYM?

VYM has a lower expense ratio. VYM led over 3Y and the full window, WEED over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.