Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricEASYVYMWinner
Expense Ratio0.85%0.04%
AUM$62M$79.0B
Dividend Yield0.76%2.86%
Holdings27568
YTD Return+8.86%+15.80%
1Y Return-+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)-14.6%
Max Drawdown-7.8%-58.8%
Fund FamilyLiberty One Investment Management, LLCVanguard (US)
CategoryEquityEquity
InceptionSep 30, 2025Nov 10, 2006

EASY vs VYM Performance

Liberty One Defensive Dividend Growth ETF (EASY) is a ETF from Liberty One Investment Management, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, EASY is up 8.86% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -7.8% for EASY and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

EASY charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, EASY currently yields 0.76% against 2.86% for VYM.

Holdings Overlap

12.1%overlap

EASY and VYM share 16 holdings out of 567 unique holdings combined, representing a 12.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EASYWeight in VYMDifference
JNJ4.82%2.62%2.20%
UNH5.44%1.17%4.27%
KO4.67%1.39%3.28%
WMProProPro
PGProProPro
CAHProProPro
CBProProPro
MCDProProPro
SOProProPro
DUKProProPro
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Frequently Asked Questions

Which is cheaper, EASY or VYM?

EASY has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

What is the holdings overlap between EASY and VYM?

EASY and VYM share 16 common holdings with a 12.1% weight overlap. Combined, they hold 567 unique securities.

Which pays a higher dividend, EASY or VYM?

EASY yields 0.76% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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