VYM vs WTIP

VYM vs WTIP

Which is better, VYM or WTIP?

Large Cap Value against Inflation Protection.

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

Lower Fees: VYMHigher Returns: WTIP

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

MetricVYMWTIP
Expense Ratio0.04%Best0.65%
AUM$81.6B$24M
Dividend Yield2.22%3.68%
Holdings61321
YTD Return+11.35%+13.75%Best
1Y Return+15.34%+26.08%Best
3Y Return (annualized)+17.22%-
5Y Return (annualized)+12.30%-
Volatility (annualized)9.4%Best12.7%
Max Drawdown-6.7%Best-16.5%
$10,000 over 1.3 years$12,727$13,195Best
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityFixed Income
StyleLarge Cap ValueInflation Protection
InceptionNov 10, 2006Jun 18, 2025

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 18, 2025 to Sep 18, 2026 (1.3 years).

VYM vs WTIP 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 1.3 years both funds cover.

VYM vs WTIP Performance

Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WisdomTree Inflation Plus Fund ETF (WTIP) is an ETF from WisdomTree Investments. Over the past year VYM returned +15.34% while WTIP returned +26.08%. Year to date, VYM is up 11.35% versus a gain of 13.75% for WTIP.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

WTIP has been the more volatile fund, with annualized monthly volatility of 12.7% compared with 9.4% 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 -6.7% for VYM and -16.5% for WTIP. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.08. They move largely independently of each other.

Fees and Cost Over Time

VYM charges 0.04% per year while WTIP charges 0.65%. On a $10,000 position that is $4 vs $65 annually, a gap of $61 per year that compounds over a long holding period. On income, VYM currently yields 2.22% against 3.68% for WTIP.

You are not choosing between two funds in isolation.

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

VYMWTIP

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Frequently Asked Questions

Which is cheaper, VYM or WTIP?

VYM has an expense ratio of 0.04% while WTIP charges 0.65%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, VYM or WTIP?

Over the past year VYM returned +15.34% vs +26.08% for WTIP, so WTIP leads on 1-year performance. Over the longest common window we track (1 years), VYM annualized +20.38% vs +23.77% for WTIP. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VYM or WTIP?

WTIP has been the more volatile fund at 12.7% annualized versus 9.4% for VYM. Worst drawdown: VYM -6.7% vs WTIP -16.5%.

Should I hold both VYM and WTIP?

VYM and WTIP have a monthly-return correlation of 0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VYM or WTIP?

VYM yields 2.22% while WTIP yields 3.68%, so WTIP currently pays the higher dividend yield.

Is WTIP better than VYM?

VYM has a lower expense ratio. WTIP 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.