UIVM vs VYM
VictoryShares International Value Momentum ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. UIVM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | UIVM | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $344M | $81.6B | |
| Dividend Yield | 3.05% | 2.24% | |
| Holdings | 206 | 616 | |
| YTD Return | +20.50% | +14.66% | |
| 1Y Return | +30.26% | +22.16% | |
| 3Y Return (annualized) | +27.21% | +18.72% | |
| 5Y Return (annualized) | +13.88% | +12.18% | |
| Volatility (annualized) | 16.0% | 14.6% | |
| Max Drawdown | -46.1% | -58.8% | |
| Fund Family | Victory Capital Management Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2017 | Nov 10, 2006 |
UIVM vs VYM Performance
VictoryShares International Value Momentum ETF (UIVM) is a ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UIVM returned +30.26% while VYM returned +22.16%. Year to date, UIVM is up 20.50% versus a gain of 14.66% for VYM.
Over three years, UIVM compounded at +27.21% per year against +18.72% for VYM; over five years the annualized figures are +13.88% and +12.18% respectively. Across the full 9-year window we track, UIVM has the edge at +7.64% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UIVM has been the more volatile fund, with annualized monthly volatility of 16.0% 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 -46.1% for UIVM 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UIVM charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, UIVM currently yields 3.05% against 2.24% for VYM.
Holdings Overlap
UIVM and VYM share 0 holdings out of 797 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, UIVM or VYM?
UIVM has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, UIVM or VYM?
Over the past year UIVM returned +30.26% vs +22.16% for VYM, so UIVM leads on 1-year performance. Over the longest common window we track (9 years), UIVM annualized +7.64% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, UIVM or VYM?
UIVM has been the more volatile fund at 16.0% annualized versus 14.6% for VYM. Worst drawdown: UIVM -46.1% vs VYM -58.8%.
Should I hold both UIVM and VYM?
UIVM and VYM have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UIVM and VYM?
UIVM and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 797 unique securities.
Which pays a higher dividend, UIVM or VYM?
UIVM yields 3.05% while VYM yields 2.24%, so UIVM currently pays the higher dividend yield.
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