VYM vs WIP

VYM vs WIP

Which is better, VYM or WIP?

Large Cap Value against Long Term Low Quality.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y 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

MetricVYMWIP
Expense Ratio0.04%Best0.50%
AUM$81.6B$470M
Dividend Yield2.22%6.06%
Holdings613199
YTD Return+13.75%Best+5.33%
1Y Return+19.42%Best+8.29%
3Y Return (annualized)+18.22%Best+5.42%
5Y Return (annualized)+12.17%Best-0.56%
Volatility (annualized)14.8%11.1%Best
Max Drawdown-53.6%-34.4%Best
$10,000 over 5 years$17,758Best$9,723
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityFixed Income
StyleLarge Cap ValueLong Term Low Quality
InceptionNov 10, 2006Mar 13, 2008

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 19, 2008 to Sep 9, 2026 (18.5 years).

VYM vs WIP 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 WIP Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) is an ETF from SPDR State Street Global Advisors. Over the past year VYM returned +19.42% while WIP returned +8.29%. Year to date, VYM is up 13.75% versus a gain of 5.33% for WIP.

Over three years, VYM compounded at +18.22% per year against +5.42% for WIP; over five years the annualized figures are +12.17% and -0.56% respectively. Across the full 19-year window we track, VYM has the edge at +7.92% annualized vs -0.44%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -53.6% for VYM and -34.4% for WIP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.

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 2.22% against 6.06% for WIP.

Holdings Overlap

We hold position weights for 603 holdings in VYM and 7 in WIP, totalling 99.5% and 3.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 603 positions we hold weights for in VYM and 7 in WIP, against full books of 613 and 199.

You are not choosing between two funds in isolation.

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

VYMWIP

Free for up to 10 holdings. No account needed.

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, by $46 a year on a $10,000 investment.

Which performed better, VYM or WIP?

Over the past year VYM returned +19.42% vs +8.29% for WIP, so VYM leads on 1-year performance. Over the longest common window we track (19 years), VYM annualized +7.92% vs -0.44% for WIP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or WIP?

VYM has been the more volatile fund at 14.8% annualized versus 11.1% for WIP. Worst drawdown: VYM -53.6% vs WIP -34.4%.

Should I hold both VYM and WIP?

VYM and WIP have a monthly-return correlation of 0.60, 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 WIP?

VYM yields 2.22% while WIP yields 6.06%, so WIP currently pays the higher dividend yield.

Is WIP better than VYM?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.