VYM vs WSGE

VYM vs WSGE

Which is better, VYM or WSGE?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 66.3%.

Lower Fees: VYMLess Concentrated: 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

MetricVYMWSGE
Expense Ratio0.04%Best0.80%
AUM$81.6B$62M
Dividend Yield2.24%0.24%
Holdings613137
YTD Return+14.33%+14.36%Best
1Y Return+20.01%-
3Y Return (annualized)+18.43%-
5Y Return (annualized)+12.16%-
Top 10 Weight25.9%Best66.3%
Fund FamilyVanguard (US)Warren Street Wealth Advisors, LLC
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Dec 10, 2025

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

VYM vs WSGE 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 WSGE Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Warren Street Global Equity ETF (WSGE) is an ETF from Warren Street Wealth Advisors, LLC. Year to date, VYM is up 14.33% versus a gain of 14.36% for WSGE.

Past performance does not guarantee future results.

Fees and Cost Over Time

VYM charges 0.04% per year while WSGE charges 0.80%. On a $10,000 position that is $4 vs $80 annually, a gap of $76 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.24% for WSGE.

Holdings Overlap

VYM already in WSGE24.5%
WSGE already in VYM3.7%

24.5% of VYM's money is in holdings WSGE also owns. 3.7% of WSGE's money is in holdings VYM also owns.

VYM and WSGE share little of their money.

The two holdings books were reported 49 days apart, VYM as of Jun 30, 2026 and WSGE as of Aug 18, 2026, so some of the difference between them is the time between the two reports rather than the funds.

26 positions in common, counted across the 602 positions we hold weights for in VYM and 135 in WSGE, against full books of 613 and 137.

What only one of them owns

Our book lists 104 positions for WSGE that do not appear in our book for VYM (95.7% of the fund), and 543 for VYM that do not appear in WSGE (72.8%).

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

StockWeight in VYMWeight in WSGEDifference
JPMJpmorgan Chase & Co.3.38%0.60%2.78%
JNJJohnson & Johnson - Common2.54%0.43%2.11%
ABBVAbbvie Inc.1.85%0.54%1.31%
CSCOCisco Systems Inc1.93%0.18%1.75%
BACBank Of America Corp Preferred Stock 6.51.56%0.12%1.44%
HDHome Depot Inc/The1.46%0.12%1.34%
PGProcter & Gamble Company1.42%0.02%1.40%
KOCoca-cola Co.1.31%0.04%1.27%
GSGoldman Sachs Group Inc.1.15%0.13%1.02%
PMPhilip Morris International Inc.1.17%0.07%1.10%

24.5% of VYM is already inside WSGE.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

VYMWSGE

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Frequently Asked Questions

Which is cheaper, VYM or WSGE?

VYM has an expense ratio of 0.04% while WSGE charges 0.80%. VYM is the cheaper option, by $76 a year on a $10,000 investment.

What is the holdings overlap between VYM and WSGE?

24.5% of VYM's money is in holdings WSGE also owns. 3.7% of WSGE's is in holdings VYM also owns. They hold 26 positions in common, counted across the 602 positions we hold weights for in VYM and 135 in WSGE.

Which pays a higher dividend, VYM or WSGE?

VYM yields 2.24% while WSGE yields 0.24%, so VYM currently pays the higher dividend yield.

Is WSGE better than VYM?

VYM has a lower expense ratio. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 66.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.