UBEW vs VYM

UBEW 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

MetricUBEWVYMWinner
Expense Ratio0.99%0.04%
AUM$4M$81.6B
Dividend Yield41.62%2.24%
Holdings5616
YTD Return-21.59%+15.60%
1Y Return-+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)-14.6%
Max Drawdown-48.3%-58.8%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
InceptionOct 23, 2025Nov 10, 2006

UBEW vs VYM Performance

Roundhill UBER WeeklyPay ETF (UBEW) is a ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, UBEW is down 21.59% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -48.3% for UBEW 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

UBEW charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, UBEW currently yields 41.62% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

UBEW and VYM share 0 holdings out of 605 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, UBEW or VYM?

UBEW has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

What is the holdings overlap between UBEW and VYM?

UBEW and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 605 unique securities.

Which pays a higher dividend, UBEW or VYM?

UBEW yields 41.62% while VYM yields 2.24%, so UBEW currently pays the higher dividend yield.

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