VYM vs WSDB

VYM vs WSDB

Which is better, VYM or WSDB?

Large Cap Value against Short Term Bond.

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

MetricVYMWSDB
Expense Ratio0.04%Best0.45%
AUM$81.6B$7M
Dividend Yield2.22%1.61%
Holdings61370
YTD Return+10.24%Best-0.03%
1Y Return+14.89%-
3Y Return (annualized)+18.00%-
5Y Return (annualized)+11.42%-
Fund FamilyVanguard (US)Weitz Investment Management, Inc
CategoryEquityFixed Income
StyleLarge Cap ValueShort Term Bond
InceptionNov 10, 2006Mar 31, 2026

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

VYM vs WSDB 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 WSDB Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Weitz Short Duration Bond ETF (WSDB) is an ETF from Weitz Investment Management, Inc. Year to date, VYM is up 10.24% versus a loss of 0.03% for WSDB.

Past performance does not guarantee future results.

Fees and Cost Over Time

VYM charges 0.04% per year while WSDB charges 0.45%. On a $10,000 position that is $4 vs $45 annually, a gap of $41 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 1.61% for WSDB.

Holdings Overlap

We hold position weights for 557 holdings in VYM and 15 in WSDB, totalling 99.2% and 34.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 557 positions we hold weights for in VYM and 15 in WSDB, against full books of 613 and 70.

You are not choosing between two funds in isolation.

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

VYMWSDB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WSDB?

VYM has an expense ratio of 0.04% while WSDB charges 0.45%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

Which pays a higher dividend, VYM or WSDB?

VYM yields 2.22% while WSDB yields 1.61%, so VYM currently pays the higher dividend yield.

Is WSDB 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.