URAN vs VYM

URAN vs VYM

Which is better, URAN or VYM?

Energy against Large Cap Value.

VYM has a lower expense ratio. URAN led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 66.4%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricURANVYM
Expense Ratio0.35%0.04%Best
AUM$29M$81.6B
Dividend Yield2.69%2.22%
Holdings32613
YTD Return-18.97%+9.71%Best
1Y Return-18.76%+13.77%Best
3Y Return (annualized)-+17.30%
5Y Return (annualized)-+11.45%
Volatility (annualized)39.5%11.0%Best
Max Drawdown-35.2%-14.5%Best
$10,000 over 2 years$13,424Best$12,860
Top 10 Weight66.4%26.1%Best
Fund FamilyThemes ETFsVanguard (US)
CategoryCommodityEquity
StyleEnergyLarge Cap Value
InceptionSep 23, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 24, 2024 to Sep 24, 2026 (2 years).

URAN 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 2 years both funds cover.

URAN vs VYM Performance

Themes Uranium & Nuclear ETF (URAN) is an ETF from Themes ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year URAN returned -18.76% while VYM returned +13.77%. Year to date, URAN is down 18.97% versus a gain of 9.71% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

URAN has been the more volatile fund, with annualized monthly volatility of 39.5% compared with 11.0% 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 -35.2% for URAN and -14.5% 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 0.49. They move together some of the time, and apart the rest.

Fees and Cost Over Time

URAN charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, URAN currently yields 2.69% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 25 holdings in URAN and 557 in VYM, totalling 100.0% 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 25 positions we hold weights for in URAN and 557 in VYM, against full books of 32 and 613.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for URAN (97.1% of the fund), and 6 for URAN that do not appear in VYM (19.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

URANVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, URAN or VYM?

URAN has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, URAN or VYM?

Over the past year URAN returned -18.76% vs +13.77% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), URAN annualized +15.86% vs +13.40% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, URAN or VYM?

URAN has been the more volatile fund at 39.5% annualized versus 11.0% for VYM. Worst drawdown: URAN -35.2% vs VYM -14.5%.

Should I hold both URAN and VYM?

URAN and VYM have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, URAN or VYM?

URAN yields 2.69% while VYM yields 2.22%, so URAN currently pays the higher dividend yield.

Is VYM better than URAN?

VYM has a lower expense ratio. URAN led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 66.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.