VYM vs WTAI
Vanguard High Dividend Yield ETF vs WisdomTree Artificial Intelligence and Innovation Fund ETF
Which is better, VYM or WTAI?
Large Cap Value against Large Cap Growth.
VYM has a lower expense ratio. WTAI led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.0%.
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
| Metric | VYM | WTAI |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.45% |
| AUM | $81.6B | $704M |
| Dividend Yield | 2.22% | 1.29% |
| Holdings | 613 | 61 |
| YTD Return | +9.71% | +47.51%Best |
| 1Y Return | +13.77% | +52.30%Best |
| 3Y Return (annualized) | +17.30% | +36.59%Best |
| 5Y Return (annualized) | +11.45% | - |
| Volatility (annualized) | 13.8%Best | 33.1% |
| Max Drawdown | -15.8%Best | -45.9% |
| $10,000 over 4.8 years | $16,503 | $17,714Best |
| Top 10 Weight | 26.1%Best | 39.0% |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Growth |
| Inception | Nov 10, 2006 | Dec 9, 2021 |
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 9, 2021 to Sep 24, 2026 (4.8 years).
VYM vs WTAI 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 4.8 years both funds cover.
VYM vs WTAI Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WisdomTree Artificial Intelligence and Innovation Fund ETF (WTAI) is an ETF from WisdomTree Investments. Over the past year VYM returned +13.77% while WTAI returned +52.30%. Year to date, VYM is up 9.71% versus a gain of 47.51% for WTAI.
Over three years, VYM compounded at +17.30% per year against +36.59% for WTAI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTAI has been the more volatile fund, with annualized monthly volatility of 33.1% compared with 13.8% 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 -15.8% for VYM and -45.9% for WTAI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.
Fees and Cost Over Time
VYM charges 0.04% per year while WTAI 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 1.29% for WTAI.
Holdings Overlap
11.5% of VYM's money is in holdings WTAI also owns. 10.2% of WTAI's money is in holdings VYM also owns.
VYM and WTAI share little of their money.
5 positions in common, counted across the 557 positions we hold weights for in VYM and 50 in WTAI, against full books of 613 and 61.
What only one of them owns
Our book lists 28 positions for WTAI that do not appear in our book for VYM (55.2% of the fund), and 523 for VYM that do not appear in WTAI (85.6%).
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.
You are not choosing between two funds in isolation.
Whichever of VYM and WTAI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VYM or WTAI?
VYM has an expense ratio of 0.04% while WTAI charges 0.45%. VYM is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, VYM or WTAI?
Over the past year VYM returned +13.77% vs +52.30% for WTAI, so WTAI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WTAI?
WTAI has been the more volatile fund at 33.1% annualized versus 13.8% for VYM. Worst drawdown: VYM -15.8% vs WTAI -45.9%.
Should I hold both VYM and WTAI?
VYM and WTAI have a monthly-return correlation of 0.44, 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 WTAI?
11.5% of VYM's money is in holdings WTAI also owns. 10.2% of WTAI's is in holdings VYM also owns. They hold 5 positions in common, counted across the 557 positions we hold weights for in VYM and 50 in WTAI.
Which pays a higher dividend, VYM or WTAI?
VYM yields 2.22% while WTAI yields 1.29%, so VYM currently pays the higher dividend yield.
Is WTAI better than VYM?
VYM has a lower expense ratio. WTAI led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.