VYM vs WSPC

VYM vs WSPC

Which is better, VYM or WSPC?

Large Cap Value against Large Cap Blend.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 45.6%.

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

MetricVYMWSPC
Expense Ratio0.04%Best0.75%
AUM$81.6B$1M
Dividend Yield2.22%0.00%
Holdings61349
YTD Return+11.47%Best-5.75%
1Y Return+15.94%-
3Y Return (annualized)+18.03%-
5Y Return (annualized)+12.35%-
Top 10 Weight26.1%Best45.6%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionNov 10, 2006Jul 9, 2026

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

VYM vs WSPC 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 WSPC Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WisdomTree Space Economy Fund ETF (WSPC) is an ETF from WisdomTree Investments. Year to date, VYM is up 11.47% versus a loss of 5.75% for WSPC.

Past performance does not guarantee future results.

Fees and Cost Over Time

VYM charges 0.04% per year while WSPC charges 0.75%. On a $10,000 position that is $4 vs $75 annually, a gap of $71 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 0.00% for WSPC.

Holdings Overlap

VYM already in WSPC0.8%
WSPC already in VYM3.5%

0.8% of VYM's money is in holdings WSPC also owns. 3.5% of WSPC's money is in holdings VYM also owns.

WSPC and VYM share little of their money.

3 positions in common, counted across the 557 positions we hold weights for in VYM and 49 in WSPC, against full books of 613 and 49.

What only one of them owns

Our book lists 24 positions for WSPC that do not appear in our book for VYM (63.4% of the fund), and 525 for VYM that do not appear in WSPC (96.3%).

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 WSPCDifference
LMTLockheed Martin Corp0.48%1.41%0.93%
NOCNorthrop Grumman Corp.0.29%0.96%0.67%
IRDMIridium Communications Inc0.02%1.17%1.15%

You are not choosing between two funds in isolation.

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

VYMWSPC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VYM or WSPC?

VYM has an expense ratio of 0.04% while WSPC charges 0.75%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

What is the holdings overlap between VYM and WSPC?

3.5% of WSPC's money is in holdings VYM also owns. 3.5% of WSPC's is in holdings VYM also owns. They hold 3 positions in common, counted across the 557 positions we hold weights for in VYM and 49 in WSPC.

Which pays a higher dividend, VYM or WSPC?

VYM yields 2.22% while WSPC yields 0.00%, so VYM currently pays the higher dividend yield.

Is WSPC better than VYM?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.