USAF vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricUSAFVYMWinner
Expense Ratio0.89%0.04%
AUM$18M$79.0B
Dividend Yield2.45%2.86%
Holdings71568
YTD Return+4.51%+15.80%
1Y Return+8.55%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)4.4%14.6%
Max Drawdown-4.5%-58.8%
Fund FamilyAtlas Capital TeamVanguard (US)
CategoryEquityEquity
InceptionNov 19, 2024Nov 10, 2006

USAF vs VYM Performance

Atlas America Fund ETF (USAF) is a ETF from Atlas Capital Team and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year USAF returned +8.55% while VYM returned +26.12%. Year to date, USAF is up 4.51% versus a gain of 15.80% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.4% for USAF. 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 -4.5% for USAF and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

USAF charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, USAF currently yields 2.45% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

USAF and VYM share 1 holdings out of 619 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in USAFWeight in VYMDifference
HASI0.14%0.02%0.12%

Frequently Asked Questions

Which is cheaper, USAF or VYM?

USAF has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, USAF or VYM?

Over the past year USAF returned +8.55% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), USAF annualized +8.18% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, USAF or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.4% for USAF. Worst drawdown: USAF -4.5% vs VYM -58.8%.

Should I hold both USAF and VYM?

USAF and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between USAF and VYM?

USAF and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 619 unique securities.

Which pays a higher dividend, USAF or VYM?

USAF yields 2.45% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.