UNHW vs VYM

UNHW vs VYM

Which is better, UNHW 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

MetricUNHWVYM
Expense Ratio0.99%0.04%Best
AUM$6M$81.6B
Dividend Yield27.17%2.22%
Holdings5613
YTD Return-3.70%+12.87%Best
1Y Return-+17.25%
3Y Return (annualized)-+17.66%
5Y Return (annualized)-+11.98%
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionDec 3, 2025Nov 10, 2006

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

UNHW 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.

UNHW vs VYM Performance

Roundhill UNH WeeklyPay ETF (UNHW) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, UNHW is down 3.70% versus a gain of 12.87% for VYM.

Past performance does not guarantee future results.

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 27.17% against 2.22% for VYM.

Holdings Overlap

VYM already in UNHW1.5%

At least 1.5% of VYM's money is in holdings UNHW also owns.

Stated as a floor: for UNHW, our book for it covers 11.5% 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 UNHW share little of their money.

1 positions in common, counted across the 2 positions we hold weights for in UNHW and 557 in VYM, against full books of 5 and 613.

Top Shared Holdings

StockWeight in UNHWWeight in VYMDifference
UNHUnitedhealth Group Incorporated10.44%1.52%8.92%

You are not choosing between two funds in isolation.

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

UNHWVYM

Free for up to 10 holdings. No account needed.

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, by $95 a year on a $10,000 investment.

What is the holdings overlap between UNHW and VYM?

At least 1.5% of VYM's money is in holdings UNHW also owns. Our book for UNHW is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 2 positions we hold weights for in UNHW and 557 in VYM.

Which pays a higher dividend, UNHW or VYM?

UNHW yields 27.17% while VYM yields 2.22%, so UNHW currently pays the higher dividend yield.

Is VYM better than UNHW?

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