UFOX vs VYM
Defiance Space and Connective Tech ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. UFOX delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | UFOX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.04% | |
| AUM | $825M | $79.0B | |
| Dividend Yield | 0.36% | 2.86% | |
| Holdings | 60 | 568 | |
| YTD Return | +35.89% | +16.53% | |
| 1Y Return | +53.62% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 30.7% | 14.6% | |
| Max Drawdown | -28.7% | -58.8% | |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 4, 2019 | Nov 10, 2006 |
UFOX vs VYM Performance
Defiance Space and Connective Tech ETF (UFOX) is a ETF from Defiance ETFs, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UFOX returned +53.62% while VYM returned +25.03%. Year to date, UFOX is up 35.89% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
UFOX has been the more volatile fund, with annualized monthly volatility of 30.7% 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 -28.7% for UFOX 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 0.38. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
UFOX charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, UFOX currently yields 0.36% against 2.86% for VYM.
Holdings Overlap
UFOX and VYM share 9 holdings out of 608 unique holdings combined, representing a 8.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, UFOX or VYM?
UFOX has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, UFOX or VYM?
Over the past year UFOX returned +53.62% vs +25.03% for VYM, so UFOX leads on 1-year performance. Over the longest common window we track (2 years), UFOX annualized +40.48% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, UFOX or VYM?
UFOX has been the more volatile fund at 30.7% annualized versus 14.6% for VYM. Worst drawdown: UFOX -28.7% vs VYM -58.8%.
Should I hold both UFOX and VYM?
UFOX and VYM have a monthly-return correlation of 0.38, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UFOX and VYM?
UFOX and VYM share 9 common holdings with a 8.7% weight overlap. Combined, they hold 608 unique securities.
Which pays a higher dividend, UFOX or VYM?
UFOX yields 0.36% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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