DUBS vs VYM
Aptus Large Cap Enhanced Yield ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | DUBS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.41% | 0.04% | |
| AUM | $392M | $79.0B | |
| Dividend Yield | 2.00% | 2.86% | |
| Holdings | 7 | 568 | |
| YTD Return | +14.82% | +16.10% | |
| 1Y Return | +25.05% | +25.99% | |
| 3Y Return (annualized) | +21.35% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 12.2% | 14.6% | |
| Max Drawdown | -18.5% | -58.8% | |
| Fund Family | Aptus ETFs | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 14, 2023 | Nov 10, 2006 |
DUBS vs VYM Performance
Aptus Large Cap Enhanced Yield ETF (DUBS) is a ETF from Aptus ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DUBS returned +25.05% while VYM returned +25.99%. Year to date, DUBS is up 14.82% versus a gain of 16.10% for VYM.
Over three years, DUBS compounded at +21.35% per year against +18.29% for VYM. Across the full 3-year window we track, DUBS has the edge at +21.03% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.2% for DUBS. 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 -18.5% for DUBS 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUBS charges 0.41% per year while VYM charges 0.04%. On a $10,000 position that is $41 vs $4 annually, a gap of $37 per year that compounds over a long holding period. On income, DUBS currently yields 2.00% against 2.86% for VYM.
Holdings Overlap
DUBS and VYM share 0 holdings out of 561 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, DUBS or VYM?
DUBS has an expense ratio of 0.41% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, DUBS or VYM?
Over the past year DUBS returned +25.05% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), DUBS annualized +21.03% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, DUBS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.2% for DUBS. Worst drawdown: DUBS -18.5% vs VYM -58.8%.
Should I hold both DUBS and VYM?
DUBS and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUBS and VYM?
DUBS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, DUBS or VYM?
DUBS yields 2.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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