UMDD vs VYM
UltraPro MidCap400 vs Vanguard High Dividend Yield ETF
Which is better, UMDD or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. UMDD led over 1Y, 3Y and the full window, VYM over 5Y.
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
| Metric | UMDD | VYM |
|---|---|---|
| Expense Ratio | 0.95% | 0.04%Best |
| AUM | $29M | $81.6B |
| Dividend Yield | 0.69% | 2.22% |
| Holdings | 409 | 613 |
| YTD Return | +20.78%Best | +13.08% |
| 1Y Return | +22.95%Best | +17.46% |
| 3Y Return (annualized) | +20.49%Best | +17.73% |
| 5Y Return (annualized) | +1.87% | +12.22%Best |
| Volatility (annualized) | 52.6% | 13.2%Best |
| Max Drawdown | -86.4% | -35.7%Best |
| $10,000 over 5 years | $10,971 | $17,797Best |
| Fund Family | ProShares | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Feb 9, 2010 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 11, 2010 to Sep 14, 2026 (16.6 years).
UMDD 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 covers the 16.6 years both funds cover.
UMDD vs VYM Performance
UltraPro MidCap400 (UMDD) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year UMDD returned +22.95% while VYM returned +17.46%. Year to date, UMDD is up 20.78% versus a gain of 13.08% for VYM.
Over three years, UMDD compounded at +20.49% per year against +17.73% for VYM; over five years the annualized figures are +1.87% and +12.22% respectively. Across the full 17-year window we track, UMDD has the edge at +18.07% annualized vs +10.36%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UMDD has been the more volatile fund, with annualized monthly volatility of 52.6% compared with 13.2% 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 -86.4% for UMDD and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UMDD charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, UMDD currently yields 0.69% against 2.22% for VYM.
Holdings Overlap
At least 4.2% of VYM's money is in holdings UMDD also owns.
Stated as a floor: for UMDD, our book for it covers 59.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VYM and UMDD share little of their money.
136 positions in common, counted across the 396 positions we hold weights for in UMDD and 557 in VYM, against full books of 409 and 613.
Top Shared Holdings
| Stock | Weight in UMDD | Weight in VYM | Difference |
|---|---|---|---|
| RSReliance Steel & Aluminum Co. | 0.33% | 0.08% | 0.25% |
| OVVOvintiv Inc. | 0.31% | 0.07% | 0.24% |
| PRPermian Resource | 0.31% | 0.07% | 0.24% |
| EWBCEast West Bancorp, Inc. | 0.29% | 0.07% | 0.22% |
| RGAReinsurance Group of America, Incorporated | 0.27% | 0.06% | 0.21% |
| DINOHF Sinclair Corp | 0.26% | 0.06% | 0.20% |
| PNFPPinnacle Financial Partners In Common Stock Usd1.0 | 0.25% | 0.06% | 0.19% |
| DTMDT Midstream Inc | 0.23% | 0.06% | 0.17% |
| UNMUnum Group | 0.23% | 0.06% | 0.17% |
| FISFidelity National Information Srvcs Inc | 0.20% | 0.09% | 0.11% |
You are not choosing between two funds in isolation.
Whichever of UMDD and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UMDD or VYM?
UMDD has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, UMDD or VYM?
Over the past year UMDD returned +22.95% vs +17.46% for VYM, so UMDD leads on 1-year performance. Over the longest common window we track (17 years), UMDD annualized +18.07% vs +10.36% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UMDD or VYM?
UMDD has been the more volatile fund at 52.6% annualized versus 13.2% for VYM. Worst drawdown: UMDD -86.4% vs VYM -35.7%.
Should I hold both UMDD and VYM?
UMDD and VYM have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between UMDD and VYM?
At least 4.2% of VYM's money is in holdings UMDD also owns. Our book for UMDD is partial, so the real figure is this or higher. They hold 136 positions in common, counted across the 396 positions we hold weights for in UMDD and 557 in VYM.
Which pays a higher dividend, UMDD or VYM?
UMDD yields 0.69% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than UMDD?
VYM has a lower expense ratio. UMDD led over 1Y, 3Y and the full window, VYM over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.