DUKQ vs VYM
Ocean Park Domestic 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 616 holdings.
Side-by-Side Comparison
| Metric | DUKQ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.98% | 0.04% | |
| AUM | $14M | $81.6B | |
| Dividend Yield | 0.32% | 2.24% | |
| Holdings | 14 | 616 | |
| YTD Return | +16.16% | +16.42% | |
| 1Y Return | +21.80% | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 14.7% | 14.6% | |
| Max Drawdown | -18.4% | -58.8% | |
| Fund Family | Ocean Park Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2024 | Nov 10, 2006 |
DUKQ vs VYM Performance
Ocean Park Domestic ETF (DUKQ) 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 DUKQ returned +21.80% while VYM returned +24.22%. Year to date, DUKQ is up 16.16% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
DUKQ has been the more volatile fund, with annualized monthly volatility of 14.7% 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 -18.4% for DUKQ 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DUKQ charges 0.98% per year while VYM charges 0.04%. On a $10,000 position that is $98 vs $4 annually, a gap of $94 per year that compounds over a long holding period. On income, DUKQ currently yields 0.32% against 2.24% for VYM.
Holdings Overlap
DUKQ and VYM share 0 holdings out of 615 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, DUKQ or VYM?
DUKQ has an expense ratio of 0.98% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $94 per year of difference.
Which performed better, DUKQ or VYM?
Over the past year DUKQ returned +21.80% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), DUKQ annualized +13.19% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, DUKQ or VYM?
DUKQ has been the more volatile fund at 14.7% annualized versus 14.6% for VYM. Worst drawdown: DUKQ -18.4% vs VYM -58.8%.
Should I hold both DUKQ and VYM?
DUKQ and VYM have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKQ and VYM?
DUKQ and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 615 unique securities.
Which pays a higher dividend, DUKQ or VYM?
DUKQ yields 0.32% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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