LLYX vs VYM

LLYX vs VYM

Which is better, LLYX or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. LLYX led over 1Y, VYM over the full window.

Lower Fees: VYMHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricLLYXVYM
Expense Ratio1.32%0.04%Best
AUM$44M$81.6B
Dividend Yield2.84%2.22%
Holdings20613
YTD Return-4.95%+10.23%Best
1Y Return+85.97%Best+14.28%
3Y Return (annualized)-+17.50%
5Y Return (annualized)-+11.60%
Volatility (annualized)69.2%10.7%Best
Max Drawdown-68.0%-14.5%Best
$10,000 over 2.1 years$10,573$13,756Best
Fund FamilyDefiance ETFs, LLCVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionAug 7, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 8, 2024 to Sep 23, 2026 (2.1 years).

LLYX vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.

LLYX vs VYM Performance

Defiance Daily Target 2X Long LLY ETF (LLYX) is an ETF from Defiance ETFs, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LLYX returned +85.97% while VYM returned +14.28%. Year to date, LLYX is down 4.95% versus a gain of 10.23% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LLYX has been the more volatile fund, with annualized monthly volatility of 69.2% compared with 10.7% 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 -68.0% for LLYX and -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.11. They move largely independently of each other.

Fees and Cost Over Time

LLYX charges 1.32% per year while VYM charges 0.04%. On a $10,000 position that is $132 vs $4 annually, a gap of $128 per year that compounds over a long holding period. On income, LLYX currently yields 2.84% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in LLYX and 557 in VYM, totalling 17.7% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in LLYX and 557 in VYM, against full books of 20 and 613.

You are not choosing between two funds in isolation.

Whichever of LLYX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LLYXVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LLYX or VYM?

LLYX has an expense ratio of 1.32% while VYM charges 0.04%. VYM is the cheaper option, by $128 a year on a $10,000 investment.

Which performed better, LLYX or VYM?

Over the past year LLYX returned +85.97% vs +14.28% for VYM, so LLYX leads on 1-year performance. Over the longest common window we track (2 years), LLYX annualized +2.69% vs +16.40% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LLYX or VYM?

LLYX has been the more volatile fund at 69.2% annualized versus 10.7% for VYM. Worst drawdown: LLYX -68.0% vs VYM -14.5%.

Should I hold both LLYX and VYM?

LLYX and VYM have a monthly-return correlation of 0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, LLYX or VYM?

LLYX yields 2.84% while VYM yields 2.22%, so LLYX currently pays the higher dividend yield.

Is VYM better than LLYX?

VYM has a lower expense ratio. LLYX led over 1Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.