ONEZ vs VYM

ONEZ vs VYM

Which is better, ONEZ or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 76.7%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricONEZVYM
Expense Ratio0.96%0.04%Best
AUM$345M$81.6B
Dividend Yield3.62%2.22%
Holdings15613
YTD Return+8.20%+10.23%Best
1Y Return+6.36%+14.28%Best
3Y Return (annualized)-+17.50%
5Y Return (annualized)-+11.60%
Volatility (annualized)9.6%Best10.3%
Max Drawdown-13.2%Best-14.5%
$10,000 over 1.7 years$11,389$12,409Best
Top 10 Weight76.7%26.1%Best
Fund FamilyTrueSharesVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionJan 27, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 27, 2025 to Sep 23, 2026 (1.7 years).

ONEZ 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 1.7 years both funds cover.

ONEZ vs VYM Performance

TrueShares Seasonality Laddered Buffered ETF (ONEZ) is an ETF from TrueShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year ONEZ returned +6.36% while VYM returned +14.28%. Year to date, ONEZ is up 8.20% versus a gain of 10.23% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.3% compared with 9.6% for ONEZ. 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 -13.2% for ONEZ 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 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

ONEZ charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, ONEZ currently yields 3.62% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 16 holdings in ONEZ and 557 in VYM, totalling 100.0% 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 16 positions we hold weights for in ONEZ and 557 in VYM, against full books of 15 and 613.

What only one of them owns

Measured across the 16 and 557 positions we hold weights for.

VYM holds 528 positions ONEZ does not, 97.1% of the fund.

Largest: AVGO 7.35%, JPM 3.82%, XOM 2.63%, JNJ 2.51%, CSCO 1.86%

You are not choosing between two funds in isolation.

Whichever of ONEZ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ONEZVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ONEZ or VYM?

ONEZ has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, ONEZ or VYM?

Over the past year ONEZ returned +6.36% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), ONEZ annualized +7.95% vs +13.54% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ONEZ or VYM?

VYM has been the more volatile fund at 10.3% annualized versus 9.6% for ONEZ. Worst drawdown: ONEZ -13.2% vs VYM -14.5%.

Should I hold both ONEZ and VYM?

ONEZ and VYM have a monthly-return correlation of 0.64, 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, ONEZ or VYM?

ONEZ yields 3.62% while VYM yields 2.22%, so ONEZ currently pays the higher dividend yield.

Is VYM better than ONEZ?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 76.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.