DIPS vs VYM

DIPS vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricDIPSVYMWinner
Expense Ratio1.05%0.04%
AUM$7M$81.6B
Dividend Yield63.99%2.24%
Holdings13616
YTD Return-16.40%+14.95%
1Y Return-16.82%+21.14%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+12.00%
Volatility (annualized)26.9%14.6%
Max Drawdown-59.9%-58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionJul 23, 2024Nov 10, 2006

DIPS vs VYM Performance

YieldMax Short NVDA Option Income Strategy ETF (DIPS) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DIPS returned -16.82% while VYM returned +21.14%. Year to date, DIPS is down 16.40% versus a gain of 14.95% for VYM.

Risk: Volatility and Drawdowns

DIPS has been the more volatile fund, with annualized monthly volatility of 26.9% 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 -59.9% for DIPS 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 -0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIPS charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period. On income, DIPS currently yields 63.99% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

DIPS and VYM share 0 holdings out of 606 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, DIPS or VYM?

DIPS has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $101 per year of difference.

Which performed better, DIPS or VYM?

Over the past year DIPS returned -16.82% vs +21.14% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), DIPS annualized -32.64% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, DIPS or VYM?

DIPS has been the more volatile fund at 26.9% annualized versus 14.6% for VYM. Worst drawdown: DIPS -59.9% vs VYM -58.8%.

Should I hold both DIPS and VYM?

DIPS and VYM have a monthly-return correlation of -0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIPS and VYM?

DIPS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, DIPS or VYM?

DIPS yields 63.99% while VYM yields 2.24%, so DIPS currently pays the higher dividend yield.

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