VYM vs WFH

VYM vs WFH

Which is better, VYM or WFH?

Large Cap Value against Mid Cap Growth.

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

Lower Fees: VYMHigher Returns: VYM

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

MetricVYMWFH
Expense Ratio0.04%Best0.45%
AUM$81.6B$13M
Dividend Yield2.22%1.05%
Holdings61341
Volatility (annualized)14.3%Best21.9%
Max Drawdown-15.8%Best-51.2%
$10,000 over 5.3 years$20,620Best$15,044
Fund FamilyVanguard (US)Direxion Funds
CategoryEquityEquity
StyleLarge Cap ValueMid Cap Growth
InceptionNov 10, 2006Jun 25, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 322 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. VYM has data through Sep 10, 2026 and WFH through Oct 23, 2025.

Volatility and max drawdown, and the $10,000 over 5.3 years row, are measured over the window both funds cover: Jun 25, 2020 to Oct 23, 2025 (5.3 years).

Risk: Volatility and Drawdowns

WFH has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 14.3% 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 -51.2% for WFH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VYM charges 0.04% per year while WFH 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 1.05% for WFH.

You are not choosing between two funds in isolation.

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

VYMWFH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WFH?

VYM has an expense ratio of 0.04% while WFH charges 0.45%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

Which is riskier, VYM or WFH?

WFH has been the more volatile fund at 21.9% annualized versus 14.3% for VYM. Worst drawdown: VYM -15.8% vs WFH -51.2%.

Should I hold both VYM and WFH?

VYM and WFH have a monthly-return correlation of 0.51, 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 WFH?

VYM yields 2.22% while WFH yields 1.05%, so VYM currently pays the higher dividend yield.

Is WFH better than VYM?

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