Quick Verdict

VYM has a lower expense ratio. WELD delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: WELDMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWELDWinner
Expense Ratio0.04%0.75%
AUM$79.0B$292M
Dividend Yield2.86%0.21%
Holdings56825
YTD Return+15.80%-6.19%
1Y Return+26.12%-
3Y Return (annualized)+18.25%-
5Y Return (annualized)+12.51%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-14.5%
Fund FamilyVanguard (US)Tema Global Limited
CategoryEquityEquity
InceptionNov 10, 2006May 10, 2023

VYM vs WELD Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Tema US Manufacturing & Reshoring ETF (WELD) is a ETF from Tema Global Limited. Year to date, VYM is up 15.80% versus a loss of 6.19% for WELD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -14.5% for WELD. 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 WELD charges 0.75%. On a $10,000 position that is $4 vs $75 annually, a gap of $71 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 0.21% for WELD.

Holdings Overlap

3.5%overlap

VYM and WELD share 8 holdings out of 573 unique holdings combined, representing a 3.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WELDDifference
TKR0.03%8.15%8.12%
CAT1.51%5.96%4.45%
TEX0.03%6.68%6.65%
ETNProProPro
ROKProProPro
HONProProPro
SOLSProProPro
WMBProProPro
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Frequently Asked Questions

Which is cheaper, VYM or WELD?

VYM has an expense ratio of 0.04% while WELD charges 0.75%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between VYM and WELD?

VYM and WELD share 8 common holdings with a 3.5% weight overlap. Combined, they hold 573 unique securities.

Which pays a higher dividend, VYM or WELD?

VYM yields 2.86% while WELD yields 0.21%, so VYM currently pays the higher dividend yield.

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