VYM vs WRTH

VYM vs WRTH
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMWRTHWinner
Expense Ratio0.04%1.02%
AUM$81.6B$60M
Dividend Yield2.24%1.59%
Holdings6163
YTD Return+15.60%+4.90%
1Y Return+23.48%-
3Y Return (annualized)+19.07%-
5Y Return (annualized)+12.50%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-6.2%
Fund FamilyVanguard (US)Worth Charting Group LLC
CategoryEquityAlternative
InceptionNov 10, 2006Apr 27, 2026

VYM vs WRTH Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Worth Charting Options Income ETF (WRTH) is a ETF from Worth Charting Group LLC. Year to date, VYM is up 15.60% versus a gain of 4.90% for WRTH.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -6.2% for WRTH. 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 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

0.0%overlap

VYM and WRTH share 0 holdings out of 606 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 WRTH?

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

What is the holdings overlap between VYM and WRTH?

VYM and WRTH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

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.

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