VYM vs YLDW

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricVYMYLDWWinner
Expense Ratio0.04%0.79%
AUM$79.0B$34M
Dividend Yield2.86%4.47%
Holdings568139
YTD Return+16.78%+8.14%
1Y Return+24.43%-
3Y Return (annualized)+18.60%-
5Y Return (annualized)+12.30%-
Volatility (annualized)14.6%-
Max Drawdown-58.8%-5.7%
Fund FamilyVanguard (US)Westwood Funds
CategoryEquityAllocation/Balanced
InceptionNov 10, 2006Dec 11, 2025

VYM vs YLDW Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is a ETF from Westwood Funds. Year to date, VYM is up 16.78% versus a gain of 8.14% for YLDW.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -58.8% for VYM and -5.7% for YLDW. 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 YLDW charges 0.79%. On a $10,000 position that is $4 vs $79 annually, a gap of $75 per year that compounds over a long holding period. On income, VYM currently yields 2.86% against 4.47% for YLDW.

Holdings Overlap

15.3%overlap

VYM and YLDW share 20 holdings out of 579 unique holdings combined, representing a 15.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VYMWeight in YLDWDifference
AVGO6.47%1.51%4.96%
JPM:US3.36%1.79%1.57%
WMT2.44%1.28%1.16%
MRKProProPro
WFCProProPro
CSCOProProPro
HDProProPro
PMProProPro
HONProProPro
IBMProProPro
FundXLS Pro
See all 10 holdings VYM shares with YLDW
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, VYM or YLDW?

VYM has an expense ratio of 0.04% while YLDW charges 0.79%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

What is the holdings overlap between VYM and YLDW?

VYM and YLDW share 20 common holdings with a 15.3% weight overlap. Combined, they hold 579 unique securities.

Which pays a higher dividend, VYM or YLDW?

VYM yields 2.86% while YLDW yields 4.47%, so YLDW currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.