VYM vs WINC

VYM vs WINC

Which is better, VYM or WINC?

Large Cap Value against Short Term Bond.

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

MetricVYMWINC
Expense Ratio0.04%Best0.29%
AUM$81.6B$12M
Dividend Yield2.22%4.42%
Holdings613128
Volatility (annualized)16.0%Best16.1%
Max Drawdown-35.7%-32.0%Best
$10,000 over 6.5 years$19,125Best$12,257
Fund FamilyVanguard (US)Franklin Templeton Investments (US)
CategoryEquityFixed Income
StyleLarge Cap ValueShort Term Bond
InceptionNov 10, 2006Feb 7, 2019

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

The two price series end 398 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 24, 2026 and WINC through Aug 22, 2025.

Volatility and max drawdown, and the $10,000 over 6.5 years row, are measured over the window both funds cover: Feb 8, 2019 to Aug 22, 2025 (6.5 years).

Risk: Volatility and Drawdowns

WINC has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 16.0% 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 -35.7% for VYM and -32.0% for WINC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.20. They move largely independently of each other.

Fees and Cost Over Time

VYM charges 0.04% per year while WINC charges 0.29%. On a $10,000 position that is $4 vs $29 annually, a gap of $25 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 4.42% for WINC.

You are not choosing between two funds in isolation.

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

VYMWINC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WINC?

VYM has an expense ratio of 0.04% while WINC charges 0.29%. VYM is the cheaper option, by $25 a year on a $10,000 investment.

Which is riskier, VYM or WINC?

WINC has been the more volatile fund at 16.1% annualized versus 16.0% for VYM. Worst drawdown: VYM -35.7% vs WINC -32.0%.

Should I hold both VYM and WINC?

VYM and WINC have a monthly-return correlation of 0.20, 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 WINC?

VYM yields 2.22% while WINC yields 4.42%, so WINC currently pays the higher dividend yield.

Is WINC 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.