FIVY vs VYM
YieldMax Dorsey Wright Hybrid 5 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 616 holdings.
Side-by-Side Comparison
| Metric | FIVY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $5M | $81.6B | |
| Dividend Yield | 46.67% | 2.24% | |
| Holdings | 12 | 616 | |
| YTD Return | -6.99% | +14.66% | |
| 1Y Return | -9.06% | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 24.9% | 14.6% | |
| Max Drawdown | -32.8% | -58.8% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 16, 2024 | Nov 10, 2006 |
FIVY vs VYM Performance
YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FIVY returned -9.06% while VYM returned +22.16%. Year to date, FIVY is down 6.99% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
FIVY has been the more volatile fund, with annualized monthly volatility of 24.9% 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 -32.8% for FIVY 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 0.19. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FIVY charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, FIVY currently yields 46.67% against 2.24% for VYM.
Holdings Overlap
FIVY and VYM share 0 holdings out of 614 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, FIVY or VYM?
FIVY has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, FIVY or VYM?
Over the past year FIVY returned -9.06% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), FIVY annualized -12.40% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, FIVY or VYM?
FIVY has been the more volatile fund at 24.9% annualized versus 14.6% for VYM. Worst drawdown: FIVY -32.8% vs VYM -58.8%.
Should I hold both FIVY and VYM?
FIVY and VYM have a monthly-return correlation of 0.19, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FIVY and VYM?
FIVY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, FIVY or VYM?
FIVY yields 46.67% while VYM yields 2.24%, so FIVY currently pays the higher dividend yield.
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