UXJA 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

MetricUXJAVYMWinner
Expense Ratio0.85%0.04%
AUM$11M$79.0B
Dividend Yield0.00%2.86%
Holdings4568
YTD Return+14.02%+16.16%
1Y Return+23.52%+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)14.5%14.6%
Max Drawdown-20.0%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
InceptionJan 17, 2025Nov 10, 2006

UXJA vs VYM Performance

FT Vest US Equity Uncapped Accelerator ETF - January (UXJA) 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 UXJA returned +23.52% while VYM returned +26.05%. Year to date, UXJA is up 14.02% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.5% for UXJA. 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 -20.0% for UXJA 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

UXJA 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, UXJA currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

UXJA 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, UXJA or VYM?

UXJA 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, UXJA or VYM?

Over the past year UXJA returned +23.52% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), UXJA annualized +18.34% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, UXJA or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 14.5% for UXJA. Worst drawdown: UXJA -20.0% vs VYM -58.8%.

Should I hold both UXJA and VYM?

UXJA and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UXJA and VYM?

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

Which pays a higher dividend, UXJA or VYM?

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

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