DUKX vs VYM
Ocean Park International 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 | DUKX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.03% | 0.04% | |
| AUM | $4M | $79.0B | |
| Dividend Yield | 1.91% | 2.86% | |
| Holdings | 13 | 568 | |
| YTD Return | +10.20% | +16.53% | |
| 1Y Return | +20.31% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 12.5% | 14.6% | |
| Max Drawdown | -19.6% | -58.8% | |
| Fund Family | Ocean Park Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2024 | Nov 10, 2006 |
DUKX vs VYM Performance
Ocean Park International ETF (DUKX) 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 DUKX returned +20.31% while VYM returned +25.03%. Year to date, DUKX is up 10.20% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.5% for DUKX. 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 -19.6% for DUKX 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DUKX charges 1.03% per year while VYM charges 0.04%. On a $10,000 position that is $103 vs $4 annually, a gap of $99 per year that compounds over a long holding period. On income, DUKX currently yields 1.91% against 2.86% for VYM.
Holdings Overlap
DUKX and VYM share 0 holdings out of 569 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, DUKX or VYM?
DUKX has an expense ratio of 1.03% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $99 per year of difference.
Which performed better, DUKX or VYM?
Over the past year DUKX returned +20.31% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), DUKX annualized +8.99% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, DUKX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.5% for DUKX. Worst drawdown: DUKX -19.6% vs VYM -58.8%.
Should I hold both DUKX and VYM?
DUKX and VYM have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DUKX and VYM?
DUKX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 569 unique securities.
Which pays a higher dividend, DUKX or VYM?
DUKX yields 1.91% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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