UFO vs VYM

UFO vs VYM

Which is better, UFO or VYM?

Small Cap Blend against Large Cap Value.

VYM has a lower expense ratio. UFO led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 48.0%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricUFOVYM
Expense Ratio0.75%0.04%Best
AUM$561M$81.6B
Dividend Yield0.34%2.24%
Holdings67613
YTD Return+8.52%+14.82%Best
1Y Return+32.12%Best+20.84%
3Y Return (annualized)+34.69%Best+18.64%
5Y Return (annualized)+8.58%+12.28%Best
Volatility (annualized)32.1%15.3%Best
Max Drawdown-50.3%-35.7%Best
$10,000 over 5 years$15,092$17,845Best
Top 10 Weight48.0%25.9%Best
Fund FamilyProcure ETFsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Value
InceptionApr 10, 2019Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Apr 11, 2019 to Sep 4, 2026 (7.4 years).

UFO 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 7.4 years both funds cover.

UFO vs VYM Performance

Procure Space ETF (UFO) is an ETF from Procure ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year UFO returned +32.12% while VYM returned +20.84%. Year to date, UFO is up 8.52% versus a gain of 14.82% for VYM.

Over three years, UFO compounded at +34.69% per year against +18.64% for VYM; over five years the annualized figures are +8.58% and +12.28% respectively. Across the full 7-year window we track, VYM has the edge at +11.34% annualized vs +8.99%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UFO has been the more volatile fund, with annualized monthly volatility of 32.1% compared with 15.3% 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 -50.3% for UFO 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 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

UFO charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, UFO currently yields 0.34% against 2.24% for VYM.

Holdings Overlap

UFO already in VYM21.3%
VYM already in UFO1.8%

21.3% of UFO's money is in holdings VYM also owns. 1.8% of VYM's money is in holdings UFO also owns.

UFO and VYM share little of their money.

The two holdings books were reported 49 days apart, UFO as of Aug 18, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

7 positions in common, counted across the 65 positions we hold weights for in UFO and 603 in VYM, against full books of 67 and 613.

What only one of them owns

Our book lists 563 positions for VYM that do not appear in our book for UFO (95.7% of the fund), and 29 for UFO that do not appear in VYM (59.9%).

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

StockWeight in UFOWeight in VYMDifference
GRMNGarminltd.6.56%0.16%6.40%
IRDMIridium Communications Inc3.51%0.02%3.49%
LMTLockheed Martin Corp2.95%0.43%2.52%
NOCNorthrop Grumman Corp.2.81%0.28%2.53%
LHXL3Harris Technologies Inc.2.39%0.22%2.17%
HONAHoneywell Aerospace Inc2.01%0.29%1.72%
CMCSAComcast Corp-class A Cmcsa1.07%0.36%0.71%

21.3% of UFO is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

UFOVYM

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Frequently Asked Questions

Which is cheaper, UFO or VYM?

UFO has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, UFO or VYM?

Over the past year UFO returned +32.12% vs +20.84% for VYM, so UFO leads on 1-year performance. Over the longest common window we track (7 years), UFO annualized +8.99% vs +11.34% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, UFO or VYM?

UFO has been the more volatile fund at 32.1% annualized versus 15.3% for VYM. Worst drawdown: UFO -50.3% vs VYM -35.7%.

Should I hold both UFO and VYM?

UFO and VYM have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between UFO and VYM?

21.3% of UFO's money is in holdings VYM also owns. 1.8% of VYM's is in holdings UFO also owns. They hold 7 positions in common, counted across the 65 positions we hold weights for in UFO and 603 in VYM.

Which pays a higher dividend, UFO or VYM?

UFO yields 0.34% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than UFO?

VYM has a lower expense ratio. UFO led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.