VYM vs WRTH

VYM vs WRTH

Which is better, VYM or WRTH?

Large Cap Value against Option Writing.

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

MetricVYMWRTH
Expense Ratio0.04%Best1.02%
AUM$81.6B$66M
Dividend Yield2.24%1.59%
Holdings61370
YTD Return+14.33%Best+4.97%
1Y Return+20.01%-
3Y Return (annualized)+18.43%-
5Y Return (annualized)+12.16%-
Fund FamilyVanguard (US)Worth Charting Group LLC
CategoryEquityAlternative
StyleLarge Cap ValueOption Writing
InceptionNov 10, 2006Apr 27, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

VYM vs WRTH 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

VYM vs WRTH Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Worth Charting Options Income ETF (WRTH) is an ETF from Worth Charting Group LLC. Year to date, VYM is up 14.33% versus a gain of 4.97% for WRTH.

Past performance does not guarantee future results.

Fees and Cost Over Time

VYM charges 0.04% per year while WRTH charges 1.02%. On a $10,000 position that is $4 vs $102 annually, a gap of $98 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 1.59% for WRTH.

Holdings Overlap

We hold position weights for 602 holdings in VYM and 2 in WRTH, totalling 99.5% and 20.3% 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 52 days apart, VYM as of Jun 30, 2026 and WRTH as of Aug 21, 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 602 positions we hold weights for in VYM and 2 in WRTH, against full books of 613 and 70.

You are not choosing between two funds in isolation.

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

VYMWRTH

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WRTH?

VYM has an expense ratio of 0.04% while WRTH charges 1.02%. VYM is the cheaper option, by $98 a year on a $10,000 investment.

Which pays a higher dividend, VYM or WRTH?

VYM yields 2.24% while WRTH yields 1.59%, so VYM currently pays the higher dividend yield.

Is WRTH 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.