ULTI vs VYM

ULTI vs VYM

Which is better, ULTI or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricULTIVYM
Expense Ratio1.32%0.04%Best
AUM$21M$81.6B
Dividend Yield103.08%2.24%
Holdings103613
YTD Return-26.58%+15.29%Best
1Y Return-+22.23%
3Y Return (annualized)-+18.81%
5Y Return (annualized)-+12.14%
Fund FamilyREX SharesVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionOct 31, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ULTI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

ULTI vs VYM Performance

REX IncomeMax Option Strategy ETF (ULTI) is an ETF from REX Shares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, ULTI is down 26.58% versus a gain of 15.29% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

ULTI charges 1.32% per year while VYM charges 0.04%. On a $10,000 position that is $132 vs $4 annually, a gap of $128 per year that compounds over a long holding period. On income, ULTI currently yields 103.08% against 2.24% for VYM.

Holdings Overlap

VYM already in ULTI0.5%

At least 0.5% of VYM's money is in holdings ULTI also owns.

Stated as a floor: for ULTI, our book for it covers 93.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 19 positions we hold weights for in ULTI and 603 in VYM, against full books of 103 and 613.

Top Shared Holdings

StockWeight in ULTIWeight in VYMDifference
DELLDell Technologies Inc4.84%0.54%4.30%

You are not choosing between two funds in isolation.

Whichever of ULTI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

ULTIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ULTI or VYM?

ULTI has an expense ratio of 1.32% while VYM charges 0.04%. VYM is the cheaper option, by $128 a year on a $10,000 investment.

Which pays a higher dividend, ULTI or VYM?

ULTI yields 103.08% while VYM yields 2.24%, so ULTI currently pays the higher dividend yield.

Is VYM better than ULTI?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.