OARK vs VYM
YieldMax Innovation Option Income Strategy 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 558 holdings.
Side-by-Side Comparison
| Metric | OARK | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.04% | |
| AUM | $31M | $79.0B | |
| Dividend Yield | 62.19% | 2.86% | |
| Holdings | 15 | 568 | |
| YTD Return | +4.19% | +16.10% | |
| 1Y Return | +9.57% | +25.99% | |
| 3Y Return (annualized) | +14.45% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 29.4% | 14.6% | |
| Max Drawdown | -35.5% | -58.8% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Nov 22, 2022 | Nov 10, 2006 |
OARK vs VYM Performance
YieldMax Innovation Option Income Strategy ETF (OARK) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year OARK returned +9.57% while VYM returned +25.99%. Year to date, OARK is up 4.19% versus a gain of 16.10% for VYM.
Over three years, OARK compounded at +14.45% per year against +18.29% for VYM. Across the full 4-year window we track, OARK has the edge at +11.62% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OARK has been the more volatile fund, with annualized monthly volatility of 29.4% 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 -35.5% for OARK 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OARK charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, OARK currently yields 62.19% against 2.86% for VYM.
Holdings Overlap
OARK and VYM share 0 holdings out of 560 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, OARK or VYM?
OARK has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, OARK or VYM?
Over the past year OARK returned +9.57% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), OARK annualized +11.62% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, OARK or VYM?
OARK has been the more volatile fund at 29.4% annualized versus 14.6% for VYM. Worst drawdown: OARK -35.5% vs VYM -58.8%.
Should I hold both OARK and VYM?
OARK and VYM have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OARK and VYM?
OARK and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, OARK or VYM?
OARK yields 62.19% while VYM yields 2.86%, so OARK currently pays the higher dividend yield.
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