VYM vs WRND
Vanguard High Dividend Yield ETF vs NYLIM Global Equity R&D Leaders ETF
Which is better, VYM or WRND?
Large Cap Value against Large Cap Growth.
VYM has a lower expense ratio. WRND led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.5%.
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
| Metric | VYM | WRND |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.18% |
| AUM | $81.6B | $11M |
| Dividend Yield | 2.22% | 0.90% |
| Holdings | 613 | 209 |
| YTD Return | +11.71% | +13.05%Best |
| 1Y Return | +16.24% | +17.93%Best |
| 3Y Return (annualized) | +17.24% | +20.74%Best |
| 5Y Return (annualized) | +11.86% | - |
| Volatility (annualized) | 13.8%Best | 17.2% |
| Max Drawdown | -15.8%Best | -27.2% |
| $10,000 over 4.6 years | $16,095 | $17,963Best |
| Top 10 Weight | 26.1%Best | 49.5% |
| Fund Family | Vanguard (US) | New York Life Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Nov 10, 2006 | Feb 8, 2022 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Feb 8, 2022 to Sep 16, 2026 (4.6 years).
VYM vs WRND 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 4.6 years both funds cover.
VYM vs WRND Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and NYLIM Global Equity R&D Leaders ETF (WRND) is an ETF from New York Life Investments. Over the past year VYM returned +16.24% while WRND returned +17.93%. Year to date, VYM is up 11.71% versus a gain of 13.05% for WRND.
Over three years, VYM compounded at +17.24% per year against +20.74% for WRND.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WRND has been the more volatile fund, with annualized monthly volatility of 17.2% compared with 13.8% 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 -15.8% for VYM and -27.2% for WRND. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VYM charges 0.04% per year while WRND charges 0.18%. On a $10,000 position that is $4 vs $18 annually, a gap of $14 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.90% for WRND.
Holdings Overlap
16.3% of VYM's money is in holdings WRND also owns. 7.9% of WRND's money is in holdings VYM also owns.
VYM and WRND share little of their money.
17 positions in common, counted across the 557 positions we hold weights for in VYM and 202 in WRND, against full books of 613 and 209.
What only one of them owns
Our book lists 70 positions for WRND that do not appear in our book for VYM (51.0% of the fund), and 511 for VYM that do not appear in WRND (80.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VYM | Weight in WRND | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 7.35% | 2.83% | 4.52% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.86% | 0.69% | 1.17% |
| ORCLOracle Corp - Common | 0.90% | 0.64% | 0.26% |
| TXNTexas Instrument Inc | 1.02% | 0.39% | 0.63% |
| AMGNAmgen Inc. | 0.78% | 0.56% | 0.22% |
| PEPPepsico Inc. | 0.77% | 0.46% | 0.31% |
| IBMInternational Business Machines Corp. | 0.85% | 0.34% | 0.51% |
| QCOMQualcomm Inc. | 0.63% | 0.26% | 0.37% |
| DELLDell Technologies Inc | 0.50% | 0.24% | 0.26% |
| GRMNGarminltd. | 0.20% | 0.52% | 0.32% |
You are not choosing between two funds in isolation.
Whichever of VYM and WRND you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VYM or WRND?
VYM has an expense ratio of 0.04% while WRND charges 0.18%. VYM is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, VYM or WRND?
Over the past year VYM returned +16.24% vs +17.93% for WRND, so WRND leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WRND?
WRND has been the more volatile fund at 17.2% annualized versus 13.8% for VYM. Worst drawdown: VYM -15.8% vs WRND -27.2%.
Should I hold both VYM and WRND?
VYM and WRND have a monthly-return correlation of 0.72, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VYM and WRND?
16.3% of VYM's money is in holdings WRND also owns. 7.9% of WRND's is in holdings VYM also owns. They hold 17 positions in common, counted across the 557 positions we hold weights for in VYM and 202 in WRND.
Which pays a higher dividend, VYM or WRND?
VYM yields 2.22% while WRND yields 0.90%, so VYM currently pays the higher dividend yield.
Is WRND better than VYM?
VYM has a lower expense ratio. WRND led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.