VYM vs WTMF
Vanguard High Dividend Yield ETF vs WisdomTree Managed Futures Strategy Fund
Which is better, VYM or WTMF?
Large Cap Value against Managed Futures.
VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, WTMF over 1Y.
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 | WTMF |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.66% |
| AUM | $81.6B | $263M |
| Dividend Yield | 2.22% | 2.75% |
| Holdings | 613 | 14 |
| YTD Return | +10.96% | +11.88%Best |
| 1Y Return | +15.42% | +16.06%Best |
| 3Y Return (annualized) | +17.78%Best | +10.80% |
| 5Y Return (annualized) | +12.05%Best | +6.96% |
| Volatility (annualized) | 13.0% | 6.4%Best |
| Max Drawdown | -35.7% | -30.8%Best |
| $10,000 over 5 years | $17,663Best | $13,999 |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Alternative |
| Style | Large Cap Value | Managed Futures |
| Inception | Nov 10, 2006 | Jan 5, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 5, 2011 to Sep 22, 2026 (15.7 years).
VYM vs WTMF 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 15.7 years both funds cover.
VYM vs WTMF Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and WisdomTree Managed Futures Strategy Fund (WTMF) is an ETF from WisdomTree Investments. Over the past year VYM returned +15.42% while WTMF returned +16.06%. Year to date, VYM is up 10.96% versus a gain of 11.88% for WTMF.
Over three years, VYM compounded at +17.78% per year against +10.80% for WTMF; over five years the annualized figures are +12.05% and +6.96% respectively. Across the full 16-year window we track, VYM has the edge at +9.85% annualized vs +1.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.0% 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 -35.7% for VYM and -30.8% for WTMF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.21. They move largely independently of each other.
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 2.22% against 2.75% for WTMF.
Holdings Overlap
We hold position weights for 557 holdings in VYM and 3 in WTMF, totalling 99.2% and 6.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 557 positions we hold weights for in VYM and 3 in WTMF, against full books of 613 and 14.
You are not choosing between two funds in isolation.
Whichever of VYM and WTMF 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 WTMF?
VYM has an expense ratio of 0.04% while WTMF charges 0.66%. VYM is the cheaper option, by $62 a year on a $10,000 investment.
Which performed better, VYM or WTMF?
Over the past year VYM returned +15.42% vs +16.06% for WTMF, so WTMF leads on 1-year performance. Over the longest common window we track (16 years), VYM annualized +9.85% vs +1.34% for WTMF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VYM or WTMF?
VYM has been the more volatile fund at 13.0% annualized versus 6.4% for WTMF. Worst drawdown: VYM -35.7% vs WTMF -30.8%.
Should I hold both VYM and WTMF?
VYM and WTMF have a monthly-return correlation of 0.21, 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 WTMF?
VYM yields 2.22% while WTMF yields 2.75%, so WTMF currently pays the higher dividend yield.
Is WTMF better than VYM?
VYM has a lower expense ratio. VYM led over 3Y, 5Y and the full window, WTMF over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.