SOXY vs VYM

SOXY vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: SOXYMore Diversified: VYM

Side-by-Side Comparison

MetricSOXYVYMWinner
Expense Ratio1.06%0.04%
AUM$69M$81.6B
Dividend Yield9.45%2.24%
Holdings104616
YTD Return+57.38%+14.66%
1Y Return+97.38%+22.16%
3Y Return (annualized)-+18.72%
5Y Return (annualized)-+12.18%
Volatility (annualized)40.4%14.6%
Max Drawdown-30.2%-58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionDec 2, 2024Nov 10, 2006

SOXY vs VYM Performance

YieldMax Target 12 Semiconductor Option Income ETF (SOXY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SOXY returned +97.38% while VYM returned +22.16%. Year to date, SOXY is up 57.38% versus a gain of 14.66% for VYM.

Risk: Volatility and Drawdowns

SOXY has been the more volatile fund, with annualized monthly volatility of 40.4% 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 -30.2% for SOXY 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SOXY charges 1.06% per year while VYM charges 0.04%. On a $10,000 position that is $106 vs $4 annually, a gap of $102 per year that compounds over a long holding period. On income, SOXY currently yields 9.45% against 2.24% for VYM.

Holdings Overlap

8.3%overlap

SOXY and VYM share 6 holdings out of 626 unique holdings combined, representing a 8.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SOXYWeight in VYMDifference
AVGO5.08%7.29%2.21%
TXN3.33%1.13%2.20%
ADI3.17%0.80%2.37%
QCOMProProPro
NXPIProProPro
MCHPProProPro
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Frequently Asked Questions

Which is cheaper, SOXY or VYM?

SOXY has an expense ratio of 1.06% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $102 per year of difference.

Which performed better, SOXY or VYM?

Over the past year SOXY returned +97.38% vs +22.16% for VYM, so SOXY leads on 1-year performance. Over the longest common window we track (2 years), SOXY annualized +58.94% vs +7.01% for VYM. Past performance does not guarantee future results.

Which is riskier, SOXY or VYM?

SOXY has been the more volatile fund at 40.4% annualized versus 14.6% for VYM. Worst drawdown: SOXY -30.2% vs VYM -58.8%.

Should I hold both SOXY and VYM?

SOXY and VYM have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SOXY and VYM?

SOXY and VYM share 6 common holdings with a 8.3% weight overlap. Combined, they hold 626 unique securities.

Which pays a higher dividend, SOXY or VYM?

SOXY yields 9.45% while VYM yields 2.24%, so SOXY currently pays the higher dividend yield.

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