USDX vs VYM
SGI Enhanced Core ETF vs Vanguard High Dividend Yield ETF
Which is better, USDX or VYM?
VYM has been ahead.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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
| Metric | USDX | VYM |
|---|---|---|
| Expense Ratio | 1.08% | 0.04%Best |
| AUM | $306M | $81.6B |
| Dividend Yield | 6.43% | 2.22% |
| Holdings | 13 | 613 |
| YTD Return | +3.42% | +9.71%Best |
| 1Y Return | +5.66% | +13.77%Best |
| 3Y Return (annualized) | - | +17.30% |
| 5Y Return (annualized) | - | +11.45% |
| Volatility (annualized) | 1.0%Best | 10.9% |
| Max Drawdown | -0.9%Best | -14.5% |
| $10,000 over 2.6 years | $11,909 | $14,594Best |
| Top 10 Weight | - | 26.1% |
| Fund Family | Summit Global Investments | Vanguard (US) |
| Category | Money Market | Equity |
| Style | - | Large Cap Value |
| Inception | Feb 29, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Feb 29, 2024 to Sep 24, 2026 (2.6 years).
USDX 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 2.6 years both funds cover.
USDX vs VYM Performance
SGI Enhanced Core ETF (USDX) is an ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year USDX returned +5.66% while VYM returned +13.77%. Year to date, USDX is up 3.42% versus a gain of 9.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 10.9% 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 -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 0.11. They move largely independently of each other.
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 6.43% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 7 holdings in USDX and 557 in VYM, totalling 99.1% 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 7 positions we hold weights for in USDX and 557 in VYM, against full books of 13 and 613.
What only one of them owns
Our book lists 528 positions for VYM that do not appear in our book for USDX (97.1% of the fund), and 7 for USDX that do not appear in VYM (99.1%).
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 USDX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $104 a year on a $10,000 investment.
Which performed better, USDX or VYM?
Over the past year USDX returned +5.66% vs +13.77% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, USDX or VYM?
VYM has been the more volatile fund at 10.9% annualized versus 1.0% for USDX. Worst drawdown: USDX -0.9% vs VYM -14.5%.
Should I hold both USDX and VYM?
USDX and VYM have a monthly-return correlation of 0.11, 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, USDX or VYM?
USDX yields 6.43% while VYM yields 2.22%, so USDX currently pays the higher dividend yield.
Is VYM better than USDX?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.