VYM vs WOMN

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

MetricVYMWOMNWinner
Expense Ratio0.04%0.75%
AUM$81.6B$59M
Dividend Yield2.24%0.81%
Holdings616204
YTD Return+16.42%+10.80%
1Y Return+24.22%+15.18%
3Y Return (annualized)+19.03%+15.10%
5Y Return (annualized)+12.21%+9.30%
Volatility (annualized)14.6%16.7%
Max Drawdown-58.8%-32.2%
Fund FamilyVanguard (US)Impact shares
CategoryEquityEquity
InceptionNov 10, 2006Aug 24, 2018

VYM vs WOMN Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Impact Shares Women's Empowerment ETF (WOMN) is a ETF from Impact shares. Over the past year VYM returned +24.22% while WOMN returned +15.18%. Year to date, VYM is up 16.42% versus a gain of 10.80% for WOMN.

Over three years, VYM compounded at +19.03% per year against +15.10% for WOMN; over five years the annualized figures are +12.21% and +9.30% respectively. Across the full 8-year window we track, WOMN has the edge at +13.03% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WOMN has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 14.6% 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 -58.8% for VYM and -32.2% for WOMN. 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 0.88. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while WOMN charges 0.75%. On a $10,000 position that is $4 vs $75 annually, a gap of $71 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.81% for WOMN.

Holdings Overlap

46.2%overlap

VYM and WOMN share 112 holdings out of 694 unique holdings combined, representing a 46.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WOMNDifference
JPM3.38%3.58%0.20%
CSCO1.93%3.61%1.68%
XOM2.36%2.39%0.03%
VZProProPro
ABBVProProPro
TXNProProPro
BACProProPro
UNHProProPro
IBMProProPro
HDProProPro
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Frequently Asked Questions

Which is cheaper, VYM or WOMN?

VYM has an expense ratio of 0.04% while WOMN charges 0.75%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, VYM or WOMN?

Over the past year VYM returned +24.22% vs +15.18% for WOMN, so VYM leads on 1-year performance. Over the longest common window we track (8 years), VYM annualized +7.10% vs +13.03% for WOMN. Past performance does not guarantee future results.

Which is riskier, VYM or WOMN?

WOMN has been the more volatile fund at 16.7% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs WOMN -32.2%.

Should I hold both VYM and WOMN?

VYM and WOMN have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and WOMN?

VYM and WOMN share 112 common holdings with a 46.2% weight overlap. Combined, they hold 694 unique securities.

Which pays a higher dividend, VYM or WOMN?

VYM yields 2.24% while WOMN yields 0.81%, so VYM currently pays the higher dividend yield.

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