VYM vs WIMA

VYM vs WIMA

Which is better, VYM or WIMA?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMLess Concentrated: WIMA

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

MetricVYMWIMA
Expense Ratio0.04%Best0.42%
AUM$81.6B$72M
Dividend Yield2.22%0.96%
Holdings613500
YTD Return+12.29%Best+11.91%
1Y Return+16.61%-
3Y Return (annualized)+17.42%-
5Y Return (annualized)+12.12%-
Top 10 Weight26.1%16.1%Best
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Mar 12, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

VYM vs WIMA 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VYM vs WIMA Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is an ETF from WisdomTree Investments. Year to date, VYM is up 12.29% versus a gain of 11.91% for WIMA.

Past performance does not guarantee future results.

Fees and Cost Over Time

VYM charges 0.04% per year while WIMA charges 0.42%. On a $10,000 position that is $4 vs $42 annually, a gap of $38 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.96% for WIMA.

Holdings Overlap

VYM already in WIMA1.3%
WIMA already in VYM0.2%

1.3% of VYM's money is in holdings WIMA also owns. 0.2% of WIMA's money is in holdings VYM also owns.

VYM and WIMA share little of their money.

2 positions in common, counted across the 557 positions we hold weights for in VYM and 482 in WIMA, against full books of 613 and 500.

What only one of them owns

Our book lists 9 positions for WIMA that do not appear in our book for VYM (1.0% of the fund), and 526 for VYM that do not appear in WIMA (95.7%).

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

StockWeight in VYMWeight in WIMADifference
MRKMerck & Company Inc1.31%0.10%1.21%
STSensata Technologies Holding Plc Ordinary Shares0.03%0.13%0.10%

You are not choosing between two funds in isolation.

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

VYMWIMA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WIMA?

VYM has an expense ratio of 0.04% while WIMA charges 0.42%. VYM is the cheaper option, by $38 a year on a $10,000 investment.

What is the holdings overlap between VYM and WIMA?

1.3% of VYM's money is in holdings WIMA also owns. 0.2% of WIMA's is in holdings VYM also owns. They hold 2 positions in common, counted across the 557 positions we hold weights for in VYM and 482 in WIMA.

Which pays a higher dividend, VYM or WIMA?

VYM yields 2.22% while WIMA yields 0.96%, so VYM currently pays the higher dividend yield.

Is WIMA better than VYM?

VYM has a lower expense ratio. WIMA is less concentrated, with 16.1% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.