UNHW vs VYM

UNHW 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

MetricUNHWVYMWinner
Expense Ratio0.99%0.04%
AUM$7M$81.6B
Dividend Yield21.96%2.24%
Holdings5616
YTD Return+2.61%+15.34%
1Y Return-+23.24%
3Y Return (annualized)-+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-32.3%-58.8%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryAlternativeEquity
InceptionDec 3, 2025Nov 10, 2006

UNHW vs VYM Performance

Roundhill UNH WeeklyPay ETF (UNHW) is a ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, UNHW is up 2.61% versus a gain of 15.34% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -32.3% for UNHW 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

UNHW 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, UNHW currently yields 21.96% against 2.24% for VYM.

Holdings Overlap

1.6%overlap

UNHW and VYM share 1 holdings out of 604 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in UNHWWeight in VYMDifference
UNH27.87%1.56%26.31%

Frequently Asked Questions

Which is cheaper, UNHW or VYM?

UNHW 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 UNHW and VYM?

UNHW and VYM share 1 common holdings with a 1.6% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, UNHW or VYM?

UNHW yields 21.96% while VYM yields 2.24%, so UNHW currently pays the higher dividend yield.

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