UXAP 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

MetricUXAPVYMWinner
Expense Ratio0.85%0.04%
AUM$11M$79.0B
Dividend Yield0.00%2.86%
Holdings4568
YTD Return+14.02%+16.53%
1Y Return+21.67%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)14.2%14.6%
Max Drawdown-10.4%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionApr 17, 2025Nov 10, 2006

UXAP vs VYM Performance

FT Vest US Equity Uncapped Accelerator ETF - April (UXAP) is a ETF from First Trust Portfolios (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UXAP returned +21.67% while VYM returned +25.03%. Year to date, UXAP is up 14.02% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.2% for UXAP. 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 -10.4% for UXAP 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

UXAP charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, UXAP currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

UXAP 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, UXAP or VYM?

UXAP has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, UXAP or VYM?

Over the past year UXAP returned +21.67% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), UXAP annualized +39.57% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, UXAP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 14.2% for UXAP. Worst drawdown: UXAP -10.4% vs VYM -58.8%.

Should I hold both UXAP and VYM?

UXAP and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UXAP and VYM?

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

Which pays a higher dividend, UXAP or VYM?

UXAP yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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