DUKH vs VYM
Ocean Park High Income 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 | DUKH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.07% | 0.04% | |
| AUM | $24M | $79.0B | |
| Dividend Yield | 5.64% | 2.86% | |
| Holdings | 8 | 568 | |
| YTD Return | -0.41% | +16.10% | |
| 1Y Return | +2.58% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 4.2% | 14.6% | |
| Max Drawdown | -5.7% | -58.8% | |
| Fund Family | Ocean Park Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 10, 2024 | Nov 10, 2006 |
DUKH vs VYM Performance
Ocean Park High Income ETF (DUKH) is a ETF from Ocean Park Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DUKH returned +2.58% while VYM returned +25.99%. Year to date, DUKH is down 0.41% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.2% for DUKH. 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 -5.7% for DUKH 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUKH charges 1.07% per year while VYM charges 0.04%. On a $10,000 position that is $107 vs $4 annually, a gap of $103 per year that compounds over a long holding period. On income, DUKH currently yields 5.64% against 2.86% for VYM.
Holdings Overlap
DUKH and VYM share 0 holdings out of 564 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, DUKH or VYM?
DUKH has an expense ratio of 1.07% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $103 per year of difference.
Which performed better, DUKH or VYM?
Over the past year DUKH returned +2.58% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), DUKH annualized +2.89% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, DUKH or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 4.2% for DUKH. Worst drawdown: DUKH -5.7% vs VYM -58.8%.
Should I hold both DUKH and VYM?
DUKH and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKH and VYM?
DUKH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 564 unique securities.
Which pays a higher dividend, DUKH or VYM?
DUKH yields 5.64% while VYM yields 2.86%, so DUKH currently pays the higher dividend yield.
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