USOY vs VYM
Defiance Oil Enhanced Options Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. USOY delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | USOY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.12% | 0.04% | |
| AUM | $61M | $79.0B | |
| Dividend Yield | 97.34% | 2.86% | |
| Holdings | 15 | 568 | |
| YTD Return | +42.58% | +16.78% | |
| 1Y Return | +39.04% | +24.43% | |
| 3Y Return (annualized) | - | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 31.9% | 14.6% | |
| Max Drawdown | -25.5% | -58.8% | |
| Fund Family | Defiance ETFs, LLC | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 9, 2024 | Nov 10, 2006 |
USOY vs VYM Performance
Defiance Oil Enhanced Options Income ETF (USOY) is a ETF from Defiance ETFs, LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year USOY returned +39.04% while VYM returned +24.43%. Year to date, USOY is up 42.58% versus a gain of 16.78% for VYM.
Risk: Volatility and Drawdowns
USOY has been the more volatile fund, with annualized monthly volatility of 31.9% 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 -25.5% for USOY 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 -0.06. They move independently enough that combining them can meaningfully diversify a portfolio.
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 97.34% against 2.86% for VYM.
Holdings Overlap
USOY and VYM share 0 holdings out of 561 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, USOY or VYM?
USOY has an expense ratio of 1.12% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $108 per year of difference.
Which performed better, USOY or VYM?
Over the past year USOY returned +39.04% vs +24.43% for VYM, so USOY leads on 1-year performance. Over the longest common window we track (2 years), USOY annualized +19.08% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, USOY or VYM?
USOY has been the more volatile fund at 31.9% annualized versus 14.6% for VYM. Worst drawdown: USOY -25.5% vs VYM -58.8%.
Should I hold both USOY and VYM?
USOY and VYM have a monthly-return correlation of -0.06, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between USOY and VYM?
USOY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, USOY or VYM?
USOY yields 97.34% while VYM yields 2.86%, so USOY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.