OARK vs VYM
YieldMax Innovation Option Income Strategy ETF vs Vanguard High Dividend Yield ETF
Which is better, OARK or VYM?
Option Writing against Large Cap Value.
VYM has a lower expense ratio. OARK led over 3Y and the full window, VYM over 1Y.
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
| Metric | OARK | VYM |
|---|---|---|
| Expense Ratio | 1.00% | 0.04%Best |
| AUM | $47M | $81.6B |
| Dividend Yield | 69.97% | 2.22% |
| Holdings | 15 | 613 |
| YTD Return | +12.24%Best | +11.47% |
| 1Y Return | +6.44% | +15.94%Best |
| 3Y Return (annualized) | +20.76%Best | +18.03% |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 29.4% | 11.5%Best |
| Max Drawdown | -35.5% | -14.5%Best |
| $10,000 over 3.8 years | $16,148Best | $15,783 |
| Fund Family | YieldMax ETF | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Value |
| Inception | Nov 22, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Nov 23, 2022 to Sep 21, 2026 (3.8 years).
OARK 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 3.8 years both funds cover.
OARK vs VYM Performance
YieldMax Innovation Option Income Strategy ETF (OARK) is an ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year OARK returned +6.44% while VYM returned +15.94%. Year to date, OARK is up 12.24% versus a gain of 11.47% for VYM.
Over three years, OARK compounded at +20.76% per year against +18.03% for VYM. Across the full 4-year window we track, OARK has the edge at +13.44% annualized vs +12.76%.
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 11.5% 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 -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 0.47. They move together some of the time, and apart the rest.
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 69.97% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 2 holdings in OARK and 557 in VYM, totalling 20.7% 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 2 positions we hold weights for in OARK and 557 in VYM, against full books of 15 and 613.
You are not choosing between two funds in isolation.
Whichever of OARK and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $96 a year on a $10,000 investment.
Which performed better, OARK or VYM?
Over the past year OARK returned +6.44% vs +15.94% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), OARK annualized +13.44% vs +12.76% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OARK or VYM?
OARK has been the more volatile fund at 29.4% annualized versus 11.5% for VYM. Worst drawdown: OARK -35.5% vs VYM -14.5%.
Should I hold both OARK and VYM?
OARK and VYM have a monthly-return correlation of 0.47, 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, OARK or VYM?
OARK yields 69.97% while VYM yields 2.22%, so OARK currently pays the higher dividend yield.
Is VYM better than OARK?
VYM has a lower expense ratio. OARK led over 3Y and the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.