UFOD vs VYM

UFOD vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricUFODVYMWinner
Expense Ratio0.99%0.04%
AUM$3M$81.6B
Dividend Yield0.00%2.24%
Holdings61616
YTD Return+2.96%+15.75%
1Y Return-+23.85%
3Y Return (annualized)-+19.14%
5Y Return (annualized)-+12.45%
Volatility (annualized)-14.6%
Max Drawdown-21.6%-58.8%
Fund FamilyTuttle FundsVanguard (US)
CategoryEquityEquity
InceptionFeb 5, 2026Nov 10, 2006

UFOD vs VYM Performance

Tuttle Capital UFO Disclosure ETF (UFOD) is a ETF from Tuttle Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, UFOD is up 2.96% versus a gain of 15.75% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -21.6% for UFOD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

UFOD 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, UFOD currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

6.1%overlap

UFOD and VYM share 14 holdings out of 649 unique holdings combined, representing a 6.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in UFODWeight in VYMDifference
AVGO1.47%7.29%5.82%
LMT3.04%0.43%2.61%
ETN2.07%0.69%1.38%
SAICProProPro
TXNProProPro
LHXProProPro
ADIProProPro
EMRProProPro
DDProProPro
NOCProProPro
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Frequently Asked Questions

Which is cheaper, UFOD or VYM?

UFOD has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.

What is the holdings overlap between UFOD and VYM?

UFOD and VYM share 14 common holdings with a 6.1% weight overlap. Combined, they hold 649 unique securities.

Which pays a higher dividend, UFOD or VYM?

UFOD yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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