OCTB vs VYM

OCTB vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricOCTBVYMWinner
Expense Ratio0.25%0.04%
AUM$45M$81.6B
Dividend Yield0.00%2.24%
Holdings5616
YTD Return+8.86%+15.25%
1Y Return-+22.18%
3Y Return (annualized)-+18.83%
5Y Return (annualized)-+12.09%
Volatility (annualized)-14.6%
Max Drawdown-4.8%-58.8%
Fund FamilyAptus ETFsVanguard (US)
CategoryAlternativeEquity
InceptionOct 13, 2025Nov 10, 2006

OCTB vs VYM Performance

Aptus October Buffer ETF (OCTB) is a ETF from Aptus ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, OCTB is up 8.86% versus a gain of 15.25% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -4.8% for OCTB and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

OCTB charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, OCTB currently yields 0.00% against 2.24% for VYM.

Frequently Asked Questions

Which is cheaper, OCTB or VYM?

OCTB has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which pays a higher dividend, OCTB or VYM?

OCTB yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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