UFO vs VYM

Quick Verdict

VYM has a lower expense ratio. UFO delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.

Lower Fees: VYMHigher Returns: UFOMore Diversified: VYM

Side-by-Side Comparison

MetricUFOVYMWinner
Expense Ratio0.94%0.04%
AUM$595M$79.0B
Dividend Yield0.29%2.86%
Holdings51568
YTD Return+20.36%+16.78%
1Y Return+57.16%+24.43%
3Y Return (annualized)+36.96%+18.60%
5Y Return (annualized)+11.98%+12.30%
Volatility (annualized)32.5%14.6%
Max Drawdown-50.3%-58.8%
Fund FamilyProcure ETFsVanguard (US)
CategoryEquityEquity
InceptionApr 10, 2019Nov 10, 2006

UFO vs VYM Performance

Procure Space ETF (UFO) is a ETF from Procure ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UFO returned +57.16% while VYM returned +24.43%. Year to date, UFO is up 20.36% versus a gain of 16.78% for VYM.

Over three years, UFO compounded at +36.96% per year against +18.60% for VYM; over five years the annualized figures are +11.98% and +12.30% respectively. Across the full 7-year window we track, UFO has the edge at +10.62% annualized vs +7.11%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UFO has been the more volatile fund, with annualized monthly volatility of 32.5% 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 -50.3% for UFO 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

UFO charges 0.94% per year while VYM charges 0.04%. On a $10,000 position that is $94 vs $4 annually, a gap of $90 per year that compounds over a long holding period. On income, UFO currently yields 0.29% against 2.86% for VYM.

Holdings Overlap

2.7%overlap

UFO and VYM share 8 holdings out of 600 unique holdings combined, representing a 2.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in UFOWeight in VYMDifference
SIRI5.05%0.02%5.03%
GRMN4.43%0.18%4.25%
IRDM4.50%0.01%4.49%
HONProProPro
LMTProProPro
LHXProProPro
NOCProProPro
CMCSAProProPro
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Frequently Asked Questions

Which is cheaper, UFO or VYM?

UFO has an expense ratio of 0.94% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $90 per year of difference.

Which performed better, UFO or VYM?

Over the past year UFO returned +57.16% vs +24.43% for VYM, so UFO leads on 1-year performance. Over the longest common window we track (7 years), UFO annualized +10.62% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, UFO or VYM?

UFO has been the more volatile fund at 32.5% annualized versus 14.6% for VYM. Worst drawdown: UFO -50.3% vs VYM -58.8%.

Should I hold both UFO and VYM?

UFO and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UFO and VYM?

UFO and VYM share 8 common holdings with a 2.7% weight overlap. Combined, they hold 600 unique securities.

Which pays a higher dividend, UFO or VYM?

UFO yields 0.29% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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