VYM vs WISD

VYM vs WISD

Which is better, VYM or WISD?

Large Cap Value against Short Term Bond.

VYM has a lower expense ratio.

Lower Fees: 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

MetricVYMWISD
Expense Ratio0.04%Best0.42%
AUM$81.6B$382M
Dividend Yield2.22%2.92%
Holdings613194
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap ValueShort Term Bond
InceptionNov 10, 2006Dec 19, 2024

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 97 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 10, 2026 and WISD through Jun 5, 2026.

Fees and Cost Over Time

VYM charges 0.04% per year while WISD 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 2.22% against 2.92% for WISD.

Holdings Overlap

We hold position weights for 603 holdings in VYM and 120 in WISD, totalling 99.5% and 68.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 181 days apart, VYM as of Jun 30, 2026 and WISD as of Dec 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 603 positions we hold weights for in VYM and 120 in WISD, against full books of 613 and 194.

You are not choosing between two funds in isolation.

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

VYMWISD

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Frequently Asked Questions

Which is cheaper, VYM or WISD?

VYM has an expense ratio of 0.04% while WISD charges 0.42%. VYM is the cheaper option, by $38 a year on a $10,000 investment.

Which pays a higher dividend, VYM or WISD?

VYM yields 2.22% while WISD yields 2.92%, so WISD currently pays the higher dividend yield.

Is WISD better than VYM?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.