VYM vs WSGE

VYM vs WSGE
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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

MetricVYMWSGEWinner
Expense Ratio0.04%0.80%
AUM$81.6B$63M
Dividend Yield2.24%0.24%
Holdings616137
YTD Return+15.60%+14.34%
1Y Return+23.48%-
3Y Return (annualized)+19.07%-
5Y Return (annualized)+12.50%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-9.3%
Fund FamilyVanguard (US)Warren Street Wealth Advisors, LLC
CategoryEquityEquity
InceptionNov 10, 2006Dec 10, 2025

VYM vs WSGE Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Warren Street Global Equity ETF (WSGE) is a ETF from Warren Street Wealth Advisors, LLC. Year to date, VYM is up 15.60% versus a gain of 14.34% for WSGE.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -9.3% for WSGE. 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 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

3.6%overlap

VYM and WSGE share 26 holdings out of 712 unique holdings combined, representing a 3.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WSGEDifference
JPM3.38%0.61%2.77%
JNJ2.54%0.44%2.10%
ABBV1.85%0.57%1.28%
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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. On a $10,000 investment, that is $76 per year of difference.

What is the holdings overlap between VYM and WSGE?

VYM and WSGE share 26 common holdings with a 3.6% weight overlap. Combined, they hold 712 unique securities.

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.

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