VYM vs WNTR

VYM vs WNTR

Which is better, VYM or WNTR?

Large Cap Value against Multi Alternative.

VYM has a lower expense ratio. VYM led over 1Y 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

MetricVYMWNTR
Expense Ratio0.04%Best1.00%
AUM$81.6B$69M
Dividend Yield2.22%150.45%
Holdings61325
YTD Return+13.15%Best-48.61%
1Y Return+17.82%Best-17.74%
3Y Return (annualized)+17.99%-
5Y Return (annualized)+12.16%-
Volatility (annualized)9.5%Best60.0%
Max Drawdown-11.3%Best-61.0%
$10,000 over 1.5 years$13,057Best$7,723
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
StyleLarge Cap ValueMulti Alternative
InceptionNov 10, 2006Mar 26, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 27, 2025 to Sep 10, 2026 (1.5 years).

VYM vs WNTR 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 1.5 years both funds cover.

VYM vs WNTR Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and YieldMax Short MSTR Option Income Strategy ETF (WNTR) is an ETF from YieldMax ETF. Over the past year VYM returned +17.82% while WNTR returned -17.74%. Year to date, VYM is up 13.15% versus a loss of 48.61% for WNTR.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WNTR has been the more volatile fund, with annualized monthly volatility of 60.0% compared with 9.5% 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 -11.3% for VYM and -61.0% for WNTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.07. They move largely independently of each other.

Fees and Cost Over Time

VYM charges 0.04% per year while WNTR charges 1.00%. On a $10,000 position that is $4 vs $100 annually, a gap of $96 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 150.45% for WNTR.

Holdings Overlap

We hold position weights for 603 holdings in VYM and 2 in WNTR, totalling 99.5% and 31.5% 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 63 days apart, VYM as of Jun 30, 2026 and WNTR as of Sep 1, 2026, 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 2 in WNTR, against full books of 613 and 25.

You are not choosing between two funds in isolation.

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

VYMWNTR

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WNTR?

VYM has an expense ratio of 0.04% while WNTR charges 1.00%. VYM is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, VYM or WNTR?

Over the past year VYM returned +17.82% vs -17.74% for WNTR, so VYM leads on 1-year performance. Over the longest common window we track (2 years), VYM annualized +19.46% vs -15.82% for WNTR. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or WNTR?

WNTR has been the more volatile fund at 60.0% annualized versus 9.5% for VYM. Worst drawdown: VYM -11.3% vs WNTR -61.0%.

Should I hold both VYM and WNTR?

VYM and WNTR have a monthly-return correlation of -0.07, 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 WNTR?

VYM yields 2.22% while WNTR yields 150.45%, so WNTR currently pays the higher dividend yield.

Is WNTR better than VYM?

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