VYM vs WTLS

VYM vs WTLS
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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

MetricVYMWTLSWinner
Expense Ratio0.04%0.88%
AUM$81.6B$18M
Dividend Yield2.24%0.00%
Holdings616574
YTD Return+15.42%+22.67%
1Y Return+22.36%-
3Y Return (annualized)+19.06%-
5Y Return (annualized)+12.20%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-8.9%
Fund FamilyVanguard (US)WisdomTree Investments
CategoryEquityAlternative
InceptionNov 10, 2006Jan 22, 2026

VYM vs WTLS Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree Efficient Long/Short US Equity Fund ETF (WTLS) is a ETF from WisdomTree Investments. Year to date, VYM is up 15.42% versus a gain of 22.67% for WTLS.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -8.9% for WTLS. 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 WTLS charges 0.88%. On a $10,000 position that is $4 vs $88 annually, a gap of $84 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 0.00% for WTLS.

Holdings Overlap

9.0%overlap

VYM and WTLS share 155 holdings out of 1000 unique holdings combined, representing a 9.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in WTLSDifference
JPM3.38%0.25%3.13%
MRK1.32%0.29%1.03%
CVX1.28%0.28%1.00%
CProProPro
ORCLProProPro
UNHProProPro
DELLProProPro
PGRProProPro
BMYProProPro
CMIProProPro
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Frequently Asked Questions

Which is cheaper, VYM or WTLS?

VYM has an expense ratio of 0.04% while WTLS charges 0.88%. VYM is the cheaper option. On a $10,000 investment, that is $84 per year of difference.

What is the holdings overlap between VYM and WTLS?

VYM and WTLS share 155 common holdings with a 9.0% weight overlap. Combined, they hold 1000 unique securities.

Which pays a higher dividend, VYM or WTLS?

VYM yields 2.24% while WTLS yields 0.00%, so VYM currently pays the higher dividend yield.

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