UXJL vs VYM

UXJL vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricUXJLVYMWinner
Expense Ratio0.85%0.04%
AUM$6M$81.6B
Dividend Yield0.00%2.24%
Holdings10616
YTD Return+13.02%+15.34%
1Y Return+22.13%+23.24%
3Y Return (annualized)-+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)14.8%14.6%
Max Drawdown-10.3%-58.8%
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryAlternativeEquity
InceptionJul 18, 2025Nov 10, 2006

UXJL vs VYM Performance

FT Vest US Equity Uncapped Accelerator ETF - July (UXJL) 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 UXJL returned +22.13% while VYM returned +23.24%. Year to date, UXJL is up 13.02% versus a gain of 15.34% for VYM.

Risk: Volatility and Drawdowns

UXJL has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -10.3% for UXJL 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

UXJL 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, UXJL currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

UXJL and VYM share 0 holdings out of 604 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, UXJL or VYM?

UXJL 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, UXJL or VYM?

Over the past year UXJL returned +22.13% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), UXJL annualized +21.50% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, UXJL or VYM?

UXJL has been the more volatile fund at 14.8% annualized versus 14.6% for VYM. Worst drawdown: UXJL -10.3% vs VYM -58.8%.

Should I hold both UXJL and VYM?

UXJL and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UXJL and VYM?

UXJL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, UXJL or VYM?

UXJL yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free