LOUP vs VYM
Innovator Deepwater Frontier Tech ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LOUP delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | LOUP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $201M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 33 | 568 | |
| YTD Return | +24.41% | +16.78% | |
| 1Y Return | +47.96% | +24.43% | |
| 3Y Return (annualized) | +36.38% | +18.60% | |
| 5Y Return (annualized) | +13.55% | +12.30% | |
| Volatility (annualized) | 31.5% | 14.6% | |
| Max Drawdown | -58.7% | -58.8% | |
| Fund Family | Innovator ETFs Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2018 | Nov 10, 2006 |
LOUP vs VYM Performance
Innovator Deepwater Frontier Tech ETF (LOUP) is a ETF from Innovator ETFs Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LOUP returned +47.96% while VYM returned +24.43%. Year to date, LOUP is up 24.41% versus a gain of 16.78% for VYM.
Over three years, LOUP compounded at +36.38% per year against +18.60% for VYM; over five years the annualized figures are +13.55% and +12.30% respectively. Across the full 8-year window we track, LOUP has the edge at +18.17% annualized vs +7.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LOUP has been the more volatile fund, with annualized monthly volatility of 31.5% 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 -58.7% for LOUP 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LOUP 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, LOUP currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
LOUP and VYM share 1 holdings out of 587 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LOUP | Weight in VYM | Difference |
|---|---|---|---|
| ENR | 2.99% | 0.01% | 2.98% |
Frequently Asked Questions
Which is cheaper, LOUP or VYM?
LOUP 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, LOUP or VYM?
Over the past year LOUP returned +47.96% vs +24.43% for VYM, so LOUP leads on 1-year performance. Over the longest common window we track (8 years), LOUP annualized +18.17% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, LOUP or VYM?
LOUP has been the more volatile fund at 31.5% annualized versus 14.6% for VYM. Worst drawdown: LOUP -58.7% vs VYM -58.8%.
Should I hold both LOUP and VYM?
LOUP and VYM have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LOUP and VYM?
LOUP and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 587 unique securities.
Which pays a higher dividend, LOUP or VYM?
LOUP yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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