USDX vs VYM
SGI Enhanced Core ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | USDX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.08% | 0.04% | |
| AUM | $302M | $79.0B | |
| Dividend Yield | 6.79% | 2.86% | |
| Holdings | 37 | 568 | |
| YTD Return | +2.85% | +16.16% | |
| 1Y Return | +6.09% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 1.0% | 14.6% | |
| Max Drawdown | -0.9% | -58.8% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Money Market | Equity | |
| Inception | Feb 29, 2024 | Nov 10, 2006 |
USDX vs VYM Performance
SGI Enhanced Core ETF (USDX) is a ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year USDX returned +6.09% while VYM returned +26.05%. Year to date, USDX is up 2.85% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 1.0% for USDX. 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 -0.9% for USDX 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 0.05. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
USDX charges 1.08% per year while VYM charges 0.04%. On a $10,000 position that is $108 vs $4 annually, a gap of $104 per year that compounds over a long holding period. On income, USDX currently yields 6.79% against 2.86% for VYM.
Holdings Overlap
USDX and VYM share 0 holdings out of 565 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, USDX or VYM?
USDX has an expense ratio of 1.08% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $104 per year of difference.
Which performed better, USDX or VYM?
Over the past year USDX returned +6.09% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), USDX annualized +7.06% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, USDX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 1.0% for USDX. Worst drawdown: USDX -0.9% vs VYM -58.8%.
Should I hold both USDX and VYM?
USDX and VYM have a monthly-return correlation of 0.05, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between USDX and VYM?
USDX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 565 unique securities.
Which pays a higher dividend, USDX or VYM?
USDX yields 6.79% while VYM yields 2.86%, so USDX currently pays the higher dividend yield.
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