AMZY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricAMZYVYMWinner
Expense Ratio1.17%0.04%
AUM$235M$79.0B
Dividend Yield58.64%2.86%
Holdings14568
YTD Return+9.72%+16.53%
1Y Return+11.86%+25.03%
3Y Return (annualized)+20.11%+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)23.3%14.6%
Max Drawdown-23.7%-58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionJul 24, 2023Nov 10, 2006

AMZY vs VYM Performance

YieldMax Amazon Option Income Strategy ETF (AMZY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AMZY returned +11.86% while VYM returned +25.03%. Year to date, AMZY is up 9.72% versus a gain of 16.53% for VYM.

Over three years, AMZY compounded at +20.11% per year against +18.54% for VYM. Across the full 3-year window we track, AMZY has the edge at +23.57% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

AMZY has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 14.6% for VYM. 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 -23.7% for AMZY and -58.8% for VYM. 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMZY charges 1.17% per year while VYM charges 0.04%. On a $10,000 position that is $117 vs $4 annually, a gap of $113 per year that compounds over a long holding period. On income, AMZY currently yields 58.64% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

AMZY and VYM share 0 holdings out of 560 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, AMZY or VYM?

AMZY has an expense ratio of 1.17% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $113 per year of difference.

Which performed better, AMZY or VYM?

Over the past year AMZY returned +11.86% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), AMZY annualized +23.57% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, AMZY or VYM?

AMZY has been the more volatile fund at 23.3% annualized versus 14.6% for VYM. Worst drawdown: AMZY -23.7% vs VYM -58.8%.

Should I hold both AMZY and VYM?

AMZY and VYM have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMZY and VYM?

AMZY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.

Which pays a higher dividend, AMZY or VYM?

AMZY yields 58.64% while VYM yields 2.86%, so AMZY currently pays the higher dividend yield.

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