VYM vs WIMA

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWIMAWinner
Expense Ratio0.04%0.42%
AUM$79.0B$69M
Dividend Yield2.86%1.00%
Holdings568490
YTD Return+16.16%+13.71%
1Y Return+26.05%-
3Y Return (annualized)+18.43%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-4.8%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
InceptionNov 10, 2006Mar 12, 2026

VYM vs WIMA Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree International Adaptive Moving Average Fund ETF (WIMA) is a ETF from WisdomTree Investments. Year to date, VYM is up 16.16% versus a gain of 13.71% for WIMA.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -4.8% for WIMA. 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 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 2.86% against 1.00% for WIMA.

Holdings Overlap

0.2%overlap

VYM and WIMA share 1 holdings out of 1043 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WIMADifference
FERG0.22%0.27%0.05%

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. On a $10,000 investment, that is $38 per year of difference.

What is the holdings overlap between VYM and WIMA?

VYM and WIMA share 1 common holdings with a 0.2% weight overlap. Combined, they hold 1043 unique securities.

Which pays a higher dividend, VYM or WIMA?

VYM yields 2.86% while WIMA yields 1.00%, so VYM currently pays the higher dividend yield.

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