UEVM vs VYM
VictoryShares Emerging Markets Value Momentum ETF vs Vanguard High Dividend Yield ETF
Which is better, UEVM or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. UEVM is less concentrated, with 11.4% of the fund in its ten largest positions against 25.9%.
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
| Metric | UEVM | VYM |
|---|---|---|
| Expense Ratio | 0.45% | 0.04%Best |
| AUM | $255M | $81.6B |
| Dividend Yield | 3.39% | 2.24% |
| Holdings | 201 | 613 |
| YTD Return | +9.60% | +14.82%Best |
| 1Y Return | +16.19% | +20.84%Best |
| 3Y Return (annualized) | +17.76% | +18.64%Best |
| 5Y Return (annualized) | +8.26% | +12.28%Best |
| Volatility (annualized) | 15.5% | 15.0%Best |
| Max Drawdown | -48.1% | -35.7%Best |
| $10,000 over 5 years | $14,871 | $17,845Best |
| Top 10 Weight | 11.4%Best | 25.9% |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 24, 2017 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 26, 2017 to Sep 4, 2026 (8.9 years).
UEVM 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 8.9 years both funds cover.
UEVM vs VYM Performance
VictoryShares Emerging Markets Value Momentum ETF (UEVM) is an ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year UEVM returned +16.19% while VYM returned +20.84%. Year to date, UEVM is up 9.60% versus a gain of 14.82% for VYM.
Over three years, UEVM compounded at +17.76% per year against +18.64% for VYM; over five years the annualized figures are +8.26% and +12.28% respectively. Across the full 9-year window we track, VYM has the edge at +10.01% annualized vs +5.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UEVM has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.0% 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 -48.1% for UEVM and -35.7% 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UEVM charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, UEVM currently yields 3.39% against 2.24% for VYM.
Holdings Overlap
0.5% of UEVM's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings UEVM also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 195 positions we hold weights for in UEVM and 603 in VYM, against full books of 201 and 613.
What only one of them owns
Our book lists 569 positions for VYM that do not appear in our book for UEVM (97.3% of the fund), and 0 for UEVM that do not appear in VYM (0.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in UEVM | Weight in VYM | Difference |
|---|---|---|---|
| BAPCredicorp Ltd - Common | 0.49% | 0.11% | 0.38% |
You are not choosing between two funds in isolation.
Whichever of UEVM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UEVM or VYM?
UEVM has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.
Which performed better, UEVM or VYM?
Over the past year UEVM returned +16.19% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), UEVM annualized +5.10% vs +10.01% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UEVM or VYM?
UEVM has been the more volatile fund at 15.5% annualized versus 15.0% for VYM. Worst drawdown: UEVM -48.1% vs VYM -35.7%.
Should I hold both UEVM and VYM?
UEVM and VYM have a monthly-return correlation of 0.75, 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, UEVM or VYM?
UEVM yields 3.39% while VYM yields 2.24%, so UEVM currently pays the higher dividend yield.
Is VYM better than UEVM?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. UEVM is less concentrated, with 11.4% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.