LFGY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricLFGYVYMWinner
Expense Ratio1.02%0.04%
AUM$94M$79.0B
Dividend Yield85.42%2.86%
Holdings86568
YTD Return+0.34%+16.16%
1Y Return-6.11%+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)34.6%14.6%
Max Drawdown-35.9%-58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionJan 13, 2025Nov 10, 2006

LFGY vs VYM Performance

YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LFGY returned -6.11% while VYM returned +26.05%. Year to date, LFGY is up 0.34% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

LFGY has been the more volatile fund, with annualized monthly volatility of 34.6% 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 -35.9% for LFGY 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LFGY charges 1.02% per year while VYM charges 0.04%. On a $10,000 position that is $102 vs $4 annually, a gap of $98 per year that compounds over a long holding period. On income, LFGY currently yields 85.42% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

LFGY and VYM share 0 holdings out of 580 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, LFGY or VYM?

LFGY has an expense ratio of 1.02% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, LFGY or VYM?

Over the past year LFGY returned -6.11% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), LFGY annualized -2.58% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, LFGY or VYM?

LFGY has been the more volatile fund at 34.6% annualized versus 14.6% for VYM. Worst drawdown: LFGY -35.9% vs VYM -58.8%.

Should I hold both LFGY and VYM?

LFGY and VYM have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LFGY and VYM?

LFGY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 580 unique securities.

Which pays a higher dividend, LFGY or VYM?

LFGY yields 85.42% while VYM yields 2.86%, so LFGY currently pays the higher dividend yield.

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