EASY vs VYM

EASY vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricEASYVYMWinner
Expense Ratio0.85%0.04%
AUM$62M$81.6B
Dividend Yield0.78%2.24%
Holdings27616
YTD Return+8.33%+14.84%
1Y Return+7.93%+20.88%
3Y Return (annualized)-+18.34%
5Y Return (annualized)-+12.04%
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). Over the past year EASY returned +7.93% while VYM returned +20.88%. Year to date, EASY is up 8.33% versus a gain of 14.84% 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 0.78% against 2.24% for VYM.

Holdings Overlap

10.6%overlap

EASY and VYM share 15 holdings out of 610 unique holdings combined, representing a 10.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in EASYWeight in VYMDifference
JNJ5.36%2.54%2.82%
UNH5.69%1.56%4.13%
KO4.85%1.31%3.54%
CAHProProPro
CBProProPro
WMProProPro
PGProProPro
SOProProPro
LNTProProPro
MCDProProPro
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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.

Which performed better, EASY or VYM?

Over the past year EASY returned +7.93% vs +20.88% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between EASY and VYM?

EASY and VYM share 15 common holdings with a 10.6% weight overlap. Combined, they hold 610 unique securities.

Which pays a higher dividend, EASY or VYM?

EASY yields 0.78% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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