VYM vs WTMF
Vanguard High Dividend Yield ETF vs WisdomTree Managed Futures Strategy Fund
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | VYM | WTMF | Winner |
|---|---|---|---|
| Expense Ratio | 0.04% | 0.66% | |
| AUM | $79.0B | $243M | |
| Dividend Yield | 2.86% | 2.84% | |
| Holdings | 568 | 30 | |
| YTD Return | +16.10% | +8.41% | |
| 1Y Return | +25.99% | +18.31% | |
| 3Y Return (annualized) | +18.29% | +9.83% | |
| 5Y Return (annualized) | +12.35% | +6.37% | |
| Volatility (annualized) | 14.6% | 6.4% | |
| Max Drawdown | -58.8% | -30.8% | |
| Fund Family | Vanguard (US) | WisdomTree Investments | |
| Category | Equity | Alternative | |
| Inception | Nov 10, 2006 | Jan 5, 2011 |
VYM vs WTMF Performance
Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and WisdomTree Managed Futures Strategy Fund (WTMF) is a ETF from WisdomTree Investments. Over the past year VYM returned +25.99% while WTMF returned +18.31%. Year to date, VYM is up 16.10% versus a gain of 8.41% for WTMF.
Over three years, VYM compounded at +18.29% per year against +9.83% for WTMF; over five years the annualized figures are +12.35% and +6.37% respectively. Across the full 16-year window we track, VYM has the edge at +7.08% annualized vs +1.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 6.4% for WTMF. 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 -58.8% for VYM and -30.8% for WTMF. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.21. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VYM charges 0.04% per year while WTMF charges 0.66%. On a $10,000 position that is $4 vs $66 annually, a gap of $62 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 2.84% for WTMF.
Holdings Overlap
VYM and WTMF share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VYM or WTMF?
VYM has an expense ratio of 0.04% while WTMF charges 0.66%. VYM is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, VYM or WTMF?
Over the past year VYM returned +25.99% vs +18.31% for WTMF, so VYM leads on 1-year performance. Over the longest common window we track (16 years), VYM annualized +7.08% vs +1.15% for WTMF. Past performance does not guarantee future results.
Which is riskier, VYM or WTMF?
VYM has been the more volatile fund at 14.6% annualized versus 6.4% for WTMF. Worst drawdown: VYM -58.8% vs WTMF -30.8%.
Should I hold both VYM and WTMF?
VYM and WTMF have a monthly-return correlation of 0.21, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VYM and WTMF?
VYM and WTMF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, VYM or WTMF?
VYM yields 2.86% while WTMF yields 2.84%, so VYM currently pays the higher dividend yield.
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