VYM vs WMTI

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWMTIWinner
Expense Ratio0.04%0.99%
AUM$79.0B$14M
Dividend Yield2.86%25.39%
Holdings5686
YTD Return+16.53%-12.99%
1Y Return+25.03%-
3Y Return (annualized)+18.54%-
5Y Return (annualized)+12.25%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-28.1%
Fund FamilyVanguard (US)REX Shares
CategoryEquityAlternative
InceptionNov 10, 2006Nov 4, 2025

VYM vs WMTI Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and REX WMT Growth & Income ETF (WMTI) is a ETF from REX Shares. Year to date, VYM is up 16.53% versus a loss of 12.99% for WMTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -28.1% for WMTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

VYM charges 0.04% per year while WMTI charges 0.99%. On a $10,000 position that is $4 vs $99 annually, a gap of $95 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 25.39% for WMTI.

Holdings Overlap

0.0%overlap

VYM and WMTI share 0 holdings out of 560 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 WMTI?

VYM has an expense ratio of 0.04% while WMTI charges 0.99%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

What is the holdings overlap between VYM and WMTI?

VYM and WMTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, VYM or WMTI?

VYM yields 2.86% while WMTI yields 25.39%, so WMTI currently pays the higher dividend yield.

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