VYM vs WSML

VYM vs WSML

Which is better, VYM or WSML?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. WSML led over 1Y and the full window.

Lower Fees: VYMHigher Returns: WSML

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

MetricVYMWSML
Expense Ratio0.04%Best0.30%
AUM$81.6B$665M
Dividend Yield2.22%2.82%
Holdings6133,540
YTD Return+13.15%+13.84%Best
1Y Return+17.82%+19.61%Best
3Y Return (annualized)+17.99%-
5Y Return (annualized)+12.16%-
Volatility (annualized)8.8%Best13.1%
Max Drawdown-7.5%Best-10.7%
$10,000 over 1.4 years$13,350$14,732Best
Fund FamilyVanguard (US)iShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Apr 1, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: Apr 3, 2025 to Sep 10, 2026 (1.4 years).

VYM vs WSML 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 covers the 1.4 years both funds cover.

VYM vs WSML Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and iShares MSCI World Small-Cap ETF (WSML) is an ETF from iShares by BlackRock (US). Over the past year VYM returned +17.82% while WSML returned +19.61%. Year to date, VYM is up 13.15% versus a gain of 13.84% for WSML.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WSML has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 8.8% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -7.5% for VYM and -10.7% for WSML. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VYM charges 0.04% per year while WSML charges 0.30%. On a $10,000 position that is $4 vs $30 annually, a gap of $26 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 2.82% for WSML.

Holdings Overlap

VYM already in WSML5.8%

At least 5.8% of VYM's money is in holdings WSML also owns.

Stated as a floor: for WSML, our book for it covers 67.4% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and WSML share little of their money.

222 positions in common, counted across the 603 positions we hold weights for in VYM and 1,556 in WSML, against full books of 613 and 3,540.

Top Shared Holdings

StockWeight in VYMWeight in WSMLDifference
VTRSViatris Inc.0.08%0.18%0.10%
EWBCEast West Bancorp, Inc.0.07%0.16%0.09%
ALBAlbemarle Corp.0.07%0.15%0.08%
OVVOvintiv Inc.0.06%0.14%0.08%
SWKStanley Black & Decker Inc.0.06%0.14%0.08%
RLRalph Lauren Corp. Class A0.06%0.14%0.08%
AIZAssurant, Inc.0.06%0.13%0.07%
RGAReinsurance Group Of America Inc0.06%0.13%0.07%
DTMDt Midstream Inc0.06%0.13%0.07%
PRCentennial Resource Development Inc/de0.06%0.12%0.06%

You are not choosing between two funds in isolation.

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

VYMWSML

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WSML?

VYM has an expense ratio of 0.04% while WSML charges 0.30%. VYM is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, VYM or WSML?

Over the past year VYM returned +17.82% vs +19.61% for WSML, so WSML leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +22.92% vs +31.88% for WSML. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or WSML?

WSML has been the more volatile fund at 13.1% annualized versus 8.8% for VYM. Worst drawdown: VYM -7.5% vs WSML -10.7%.

Should I hold both VYM and WSML?

VYM and WSML have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VYM and WSML?

At least 5.8% of VYM's money is in holdings WSML also owns. Our book for WSML is partial, so the real figure is this or higher. They hold 222 positions in common, counted across the 603 positions we hold weights for in VYM and 1,556 in WSML.

Which pays a higher dividend, VYM or WSML?

VYM yields 2.22% while WSML yields 2.82%, so WSML currently pays the higher dividend yield.

Is WSML better than VYM?

VYM has a lower expense ratio. WSML led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.