USOY vs VYM
Defiance Oil Enhanced Options Income ETF vs Vanguard High Dividend Yield ETF
Which is better, USOY or VYM?
Option Writing against Large Cap Value.
VYM has a lower expense ratio. USOY 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 | USOY | VYM |
|---|---|---|
| Expense Ratio | 1.12% | 0.04%Best |
| AUM | $70M | $81.6B |
| Dividend Yield | 56.74% | 2.22% |
| Holdings | 36 | 613 |
| YTD Return | +67.61%Best | +11.35% |
| 1Y Return | +58.26%Best | +15.34% |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 31.5% | 10.3%Best |
| Max Drawdown | -25.5% | -14.5%Best |
| $10,000 over 2.4 years | $17,617Best | $14,205 |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Value |
| Inception | May 9, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 10, 2024 to Sep 18, 2026 (2.4 years).
USOY 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 2.4 years both funds cover.
USOY vs VYM Performance
Defiance Oil Enhanced Options Income ETF (USOY) is an ETF from Defiance ETFs, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year USOY returned +58.26% while VYM returned +15.34%. Year to date, USOY is up 67.61% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
USOY has been the more volatile fund, with annualized monthly volatility of 31.5% compared with 10.3% 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 -25.5% for USOY 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 -0.09. They move largely independently of each other.
Fees and Cost Over Time
USOY charges 1.12% per year while VYM charges 0.04%. On a $10,000 position that is $112 vs $4 annually, a gap of $108 per year that compounds over a long holding period. On income, USOY currently yields 56.74% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 2 holdings in USOY and 557 in VYM, totalling 20.8% 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 2 positions we hold weights for in USOY and 557 in VYM, against full books of 36 and 613.
You are not choosing between two funds in isolation.
Whichever of USOY 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, USOY or VYM?
USOY has an expense ratio of 1.12% while VYM charges 0.04%. VYM is the cheaper option, by $108 a year on a $10,000 investment.
Which performed better, USOY or VYM?
Over the past year USOY returned +58.26% vs +15.34% for VYM, so USOY leads on 1-year performance. Over the longest common window we track (2 years), USOY annualized +26.61% vs +15.75% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, USOY or VYM?
USOY has been the more volatile fund at 31.5% annualized versus 10.3% for VYM. Worst drawdown: USOY -25.5% vs VYM -14.5%.
Should I hold both USOY and VYM?
USOY and VYM have a monthly-return correlation of -0.09, 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, USOY or VYM?
USOY yields 56.74% while VYM yields 2.22%, so USOY currently pays the higher dividend yield.
Is VYM better than USOY?
VYM has a lower expense ratio. USOY 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.