VYM vs WINN
Vanguard High Dividend Yield ETF vs Harbor Long-Term Growers ETF
Which is better, VYM or WINN?
Large Cap Value against Large Cap Growth.
VYM has a lower expense ratio. VYM led over 1Y, WINN over 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 57.1%.
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
| Metric | VYM | WINN |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.57% |
| AUM | $81.6B | $1.2B |
| Dividend Yield | 2.22% | 0.00% |
| Holdings | 613 | 75 |
| YTD Return | +12.87%Best | +6.71% |
| 1Y Return | +17.25%Best | +6.50% |
| 3Y Return (annualized) | +17.66% | +21.30%Best |
| 5Y Return (annualized) | +11.98% | - |
| Volatility (annualized) | 13.8%Best | 21.0% |
| Max Drawdown | -15.8%Best | -32.1% |
| $10,000 over 4.6 years | $16,337 | $17,869Best |
| Top 10 Weight | 26.1%Best | 57.1% |
| Fund Family | Vanguard (US) | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Nov 10, 2006 | Feb 2, 2022 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 3, 2022 to Sep 15, 2026 (4.6 years).
VYM vs WINN 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 covers the 4.6 years both funds cover.
VYM vs WINN Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year VYM returned +17.25% while WINN returned +6.50%. Year to date, VYM is up 12.87% versus a gain of 6.71% for WINN.
Over three years, VYM compounded at +17.66% per year against +21.30% for WINN.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WINN has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 13.8% 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 -32.1% for WINN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VYM charges 0.04% per year while WINN charges 0.57%. On a $10,000 position that is $4 vs $57 annually, a gap of $53 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.00% for WINN.
Holdings Overlap
18.8% of VYM's money is in holdings WINN also owns. 9.6% of WINN's money is in holdings VYM also owns.
VYM and WINN share little of their money.
10 positions in common, counted across the 557 positions we hold weights for in VYM and 73 in WINN, against full books of 613 and 75.
What only one of them owns
Our book lists 59 positions for WINN that do not appear in our book for VYM (88.3% of the fund), and 518 for VYM that do not appear in WINN (78.3%).
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
| Stock | Weight in VYM | Weight in WINN | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 7.35% | 5.86% | 1.49% |
| JPMJpmorgan Chase | 3.82% | 0.64% | 3.18% |
| KOCoca Cola Co. | 1.38% | 0.60% | 0.78% |
| MRKMerck & Company Inc | 1.31% | 0.34% | 0.97% |
| ADIAnalog Devices, Inc. | 0.73% | 0.85% | 0.12% |
| GSGoldman Sachs Group Inc/The | 1.13% | 0.36% | 0.77% |
| TXNTexas Instrument Inc | 1.02% | 0.20% | 0.82% |
| ORCLOracle Corp - Common | 0.90% | 0.22% | 0.68% |
| DISWalt Disney Co | 0.69% | 0.24% | 0.45% |
| SBUXStarbucks Corp | 0.49% | 0.25% | 0.24% |
You are not choosing between two funds in isolation.
Whichever of VYM and WINN you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VYM or WINN?
VYM has an expense ratio of 0.04% while WINN charges 0.57%. VYM is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, VYM or WINN?
Over the past year VYM returned +17.25% vs +6.50% for WINN, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WINN?
WINN has been the more volatile fund at 21.0% annualized versus 13.8% for VYM. Worst drawdown: VYM -15.8% vs WINN -32.1%.
Should I hold both VYM and WINN?
VYM and WINN have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VYM and WINN?
18.8% of VYM's money is in holdings WINN also owns. 9.6% of WINN's is in holdings VYM also owns. They hold 10 positions in common, counted across the 557 positions we hold weights for in VYM and 73 in WINN.
Which pays a higher dividend, VYM or WINN?
VYM yields 2.22% while WINN yields 0.00%, so VYM currently pays the higher dividend yield.
Is WINN better than VYM?
VYM has a lower expense ratio. VYM led over 1Y, WINN over 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 57.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.