USE 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

MetricUSEVYMWinner
Expense Ratio0.79%0.04%
AUM$6M$79.0B
Dividend Yield2.63%2.86%
Holdings6568
YTD Return+33.60%+15.80%
1Y Return+13.46%+26.12%
3Y Return (annualized)+9.40%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)33.8%14.6%
Max Drawdown-28.2%-58.8%
Fund FamilyUSCF InvestmentsVanguard (US)
CategoryEquityEquity
InceptionMay 3, 2023Nov 10, 2006

USE vs VYM Performance

USCF Energy Commodity Strategy Absolute Return Fund (USE) is a ETF from USCF Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year USE returned +13.46% while VYM returned +26.12%. Year to date, USE is up 33.60% versus a gain of 15.80% for VYM.

Over three years, USE compounded at +9.40% per year against +18.25% for VYM. Across the full 3-year window we track, USE has the edge at +14.27% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

USE has been the more volatile fund, with annualized monthly volatility of 33.8% compared with 14.6% 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 -28.2% for USE 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 -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

USE charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, USE currently yields 2.63% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

USE and VYM share 0 holdings out of 559 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, USE or VYM?

USE has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, USE or VYM?

Over the past year USE returned +13.46% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), USE annualized +14.27% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, USE or VYM?

USE has been the more volatile fund at 33.8% annualized versus 14.6% for VYM. Worst drawdown: USE -28.2% vs VYM -58.8%.

Should I hold both USE and VYM?

USE and VYM have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between USE and VYM?

USE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, USE or VYM?

USE yields 2.63% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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