UBRL vs VYM
GraniteShares 2x Long UBER Daily ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | UBRL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.15% | 0.04% | |
| AUM | $20M | $79.0B | |
| Dividend Yield | 14.80% | 2.86% | |
| Holdings | 2 | 568 | |
| YTD Return | -22.25% | +16.10% | |
| 1Y Return | -39.20% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 52.3% | 14.6% | |
| Max Drawdown | -62.8% | -58.8% | |
| Fund Family | GraniteShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Sep 3, 2024 | Nov 10, 2006 |
UBRL vs VYM Performance
GraniteShares 2x Long UBER Daily ETF (UBRL) is a ETF from GraniteShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UBRL returned -39.20% while VYM returned +25.99%. Year to date, UBRL is down 22.25% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
UBRL has been the more volatile fund, with annualized monthly volatility of 52.3% 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 -62.8% for UBRL 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
UBRL charges 1.15% per year while VYM charges 0.04%. On a $10,000 position that is $115 vs $4 annually, a gap of $111 per year that compounds over a long holding period. On income, UBRL currently yields 14.80% against 2.86% for VYM.
Holdings Overlap
UBRL and VYM share 0 holdings out of 559 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, UBRL or VYM?
UBRL has an expense ratio of 1.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $111 per year of difference.
Which performed better, UBRL or VYM?
Over the past year UBRL returned -39.20% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), UBRL annualized -13.41% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, UBRL or VYM?
UBRL has been the more volatile fund at 52.3% annualized versus 14.6% for VYM. Worst drawdown: UBRL -62.8% vs VYM -58.8%.
Should I hold both UBRL and VYM?
UBRL and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UBRL and VYM?
UBRL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, UBRL or VYM?
UBRL yields 14.80% while VYM yields 2.86%, so UBRL currently pays the higher dividend yield.
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