UBEW vs VYM

UBEW vs VYM

Which is better, UBEW or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): 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

MetricUBEWVYM
Expense Ratio0.99%0.04%Best
AUM$4M$81.6B
Dividend Yield43.86%2.22%
Holdings5613
YTD Return-31.62%+13.75%Best
1Y Return-42.64%+19.42%Best
3Y Return (annualized)-+18.22%
5Y Return (annualized)-+12.17%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 23, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

UBEW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

UBEW vs VYM Performance

Roundhill UBER WeeklyPay ETF (UBEW) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year UBEW returned -42.64% while VYM returned +19.42%. Year to date, UBEW is down 31.62% versus a gain of 13.75% for VYM.

Past performance does not guarantee future results.

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 43.86% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 2 holdings in UBEW and 603 in VYM, totalling 26.3% and 99.5% 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 UBEW and 603 in VYM, against full books of 5 and 613.

You are not choosing between two funds in isolation.

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

UBEWVYM

Free for up to 10 holdings. No account needed.

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, by $95 a year on a $10,000 investment.

Which performed better, UBEW or VYM?

Over the past year UBEW returned -42.64% vs +19.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, UBEW or VYM?

UBEW yields 43.86% while VYM yields 2.22%, so UBEW currently pays the higher dividend yield.

Is VYM better than UBEW?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.