VYM vs WIP

VYM vs WIP
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWIPWinner
Expense Ratio0.04%0.50%
AUM$81.6B$474M
Dividend Yield2.24%5.98%
Holdings616199
YTD Return+15.75%+4.21%
1Y Return+23.85%+8.80%
3Y Return (annualized)+19.14%+5.18%
5Y Return (annualized)+12.45%-0.46%
Volatility (annualized)14.6%11.1%
Max Drawdown-58.8%-34.4%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityFixed Income
InceptionNov 10, 2006Mar 13, 2008

VYM vs WIP Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) is a ETF from SPDR State Street Global Advisors. Over the past year VYM returned +23.85% while WIP returned +8.80%. Year to date, VYM is up 15.75% versus a gain of 4.21% for WIP.

Over three years, VYM compounded at +19.14% per year against +5.18% for WIP; over five years the annualized figures are +12.45% and -0.46% respectively. Across the full 18-year window we track, VYM has the edge at +7.06% annualized vs -0.50%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.1% for WIP. 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 -58.8% for VYM and -34.4% for WIP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while WIP charges 0.50%. On a $10,000 position that is $4 vs $50 annually, a gap of $46 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 5.98% for WIP.

Holdings Overlap

0.0%overlap

VYM and WIP share 0 holdings out of 609 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VYM or WIP?

VYM has an expense ratio of 0.04% while WIP charges 0.50%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, VYM or WIP?

Over the past year VYM returned +23.85% vs +8.80% for WIP, so VYM leads on 1-year performance. Over the longest common window we track (18 years), VYM annualized +7.06% vs -0.50% for WIP. Past performance does not guarantee future results.

Which is riskier, VYM or WIP?

VYM has been the more volatile fund at 14.6% annualized versus 11.1% for WIP. Worst drawdown: VYM -58.8% vs WIP -34.4%.

Should I hold both VYM and WIP?

VYM and WIP have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and WIP?

VYM and WIP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 609 unique securities.

Which pays a higher dividend, VYM or WIP?

VYM yields 2.24% while WIP yields 5.98%, so WIP currently pays the higher dividend yield.

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