UPSG vs VYM

UPSG vs VYM

Which is better, UPSG or VYM?

Trading-Leveraged Equity 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

MetricUPSGVYM
Expense Ratio0.75%0.04%Best
AUM$540,294.3$81.6B
Dividend Yield0.00%2.22%
Holdings5613
Fund FamilyLeverage SharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionDec 11, 2025Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 52 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. UPSG has data through Jul 28, 2026 and VYM through Sep 18, 2026.

Fees and Cost Over Time

UPSG charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, UPSG currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in UPSG and 557 in VYM, totalling 9.6% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

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

You are not choosing between two funds in isolation.

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

UPSGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, UPSG or VYM?

UPSG has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which pays a higher dividend, UPSG or VYM?

UPSG yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than UPSG?

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