MRNY vs VYM

MRNY vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: MRNYMore Diversified: VYM

Side-by-Side Comparison

MetricMRNYVYMWinner
Expense Ratio1.27%0.04%
AUM$120M$81.6B
Dividend Yield99.96%2.24%
Holdings18616
YTD Return+364.30%+15.60%
1Y Return+378.00%+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)129.5%14.6%
Max Drawdown-82.2%-58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionOct 23, 2023Nov 10, 2006

MRNY vs VYM Performance

YieldMax MRNA Option Income Strategy ETF (MRNY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MRNY returned +378.00% while VYM returned +23.48%. Year to date, MRNY is up 364.30% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

MRNY has been the more volatile fund, with annualized monthly volatility of 129.5% 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 -82.2% for MRNY 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

MRNY charges 1.27% per year while VYM charges 0.04%. On a $10,000 position that is $127 vs $4 annually, a gap of $123 per year that compounds over a long holding period. On income, MRNY currently yields 99.96% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

MRNY and VYM share 0 holdings out of 606 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, MRNY or VYM?

MRNY has an expense ratio of 1.27% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $123 per year of difference.

Which performed better, MRNY or VYM?

Over the past year MRNY returned +378.00% vs +23.48% for VYM, so MRNY leads on 1-year performance. Over the longest common window we track (3 years), MRNY annualized +15.66% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, MRNY or VYM?

MRNY has been the more volatile fund at 129.5% annualized versus 14.6% for VYM. Worst drawdown: MRNY -82.2% vs VYM -58.8%.

Should I hold both MRNY and VYM?

MRNY and VYM have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between MRNY and VYM?

MRNY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, MRNY or VYM?

MRNY yields 99.96% while VYM yields 2.24%, so MRNY currently pays the higher dividend yield.

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