VYM vs YLDW
Vanguard High Dividend Yield ETF vs Westwood Enhanced Income Opportunity ETF
Which is better, VYM or YLDW?
Large Cap Value against Allocation/Balanced.
VYM has a lower expense ratio.
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 | YLDW |
|---|---|---|
| Expense Ratio | 0.04%Best | 0.79% |
| AUM | $78.9B | $41M |
| Dividend Yield | 2.37% | 5.82% |
| Holdings | 608 | 146 |
| YTD Return | +11.83%Best | +6.09% |
| 1Y Return | +15.96% | - |
| 3Y Return (annualized) | +18.60% | - |
| 5Y Return (annualized) | +11.51% | - |
| Fund Family | Vanguard (US) | Westwood Funds |
| Category | Equity | Allocation/Balanced |
| Style | Large Cap Value | Allocation/Balanced |
| Inception | Nov 10, 2006 | Dec 11, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
VYM vs YLDW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
VYM vs YLDW Performance
Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US) and Westwood Enhanced Income Opportunity ETF (YLDW) is an ETF from Westwood Funds. Year to date, VYM is up 11.83% versus a gain of 6.09% for YLDW.
Past performance does not guarantee future results.
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 2.37% against 5.82% for YLDW.
Holdings Overlap
At least 22.3% of VYM's money is in holdings YLDW also owns.
Stated as a floor: for YLDW, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and YLDW share little of their money.
19 positions in common, counted across the 602 positions we hold weights for in VYM and 83 in YLDW, against full books of 608 and 146.
Top Shared Holdings
| Stock | Weight in VYM | Weight in YLDW | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 6.94% | 2.03% | 4.91% |
| JPMJpmorgan Chase | 3.83% | 2.57% | 1.26% |
| MRKMerck & Company Inc | 1.47% | 3.19% | 1.72% |
| GILDGilead Sciences | 0.73% | 3.80% | 3.07% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.76% | 2.47% | 0.71% |
| DELLDell Technologies Inc | 0.55% | 2.80% | 2.25% |
| PMPhilip Morris International Inc. | 1.18% | 1.91% | 0.73% |
| QCOMQualcomm Inc. | 0.72% | 2.15% | 1.43% |
| MSMorgan Stanley | 0.96% | 1.61% | 0.65% |
| GSGoldman Sachs Group Inc/The | 1.12% | 1.28% | 0.16% |
22.3% of VYM is already inside YLDW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $75 a year on a $10,000 investment.
What is the holdings overlap between VYM and YLDW?
At least 22.3% of VYM's money is in holdings YLDW also owns. Our book for YLDW is partial, so the real figure is this or higher. They hold 19 positions in common, counted across the 602 positions we hold weights for in VYM and 83 in YLDW.
Which pays a higher dividend, VYM or YLDW?
VYM yields 2.37% while YLDW yields 5.82%, so YLDW currently pays the higher dividend yield.
Is YLDW better than VYM?
VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.