UXOC vs VYM
FT Vest US Equity Uncapped Accelerator ETF - October vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | UXOC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.04% | |
| AUM | $22M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 8 | 613 | |
| YTD Return | +11.89% | +14.18% | |
| 1Y Return | +20.00% | +20.67% | |
| 3Y Return (annualized) | - | +18.47% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 14.3% | 14.5% | |
| Max Drawdown | -19.9% | -58.8% | |
| Fund Family | First Trust Portfolios (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 18, 2024 | Nov 10, 2006 |
UXOC vs VYM Performance
FT Vest US Equity Uncapped Accelerator ETF - October (UXOC) 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 UXOC returned +20.00% while VYM returned +20.67%. Year to date, UXOC is up 11.89% versus a gain of 14.18% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 14.3% for UXOC. 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 -19.9% for UXOC 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UXOC 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, UXOC currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
UXOC 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, UXOC or VYM?
UXOC 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, UXOC or VYM?
Over the past year UXOC returned +20.00% vs +20.67% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), UXOC annualized +15.75% vs +6.97% for VYM. Past performance does not guarantee future results.
Which is riskier, UXOC or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 14.3% for UXOC. Worst drawdown: UXOC -19.9% vs VYM -58.8%.
Should I hold both UXOC and VYM?
UXOC and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between UXOC and VYM?
UXOC and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, UXOC or VYM?
UXOC yields 0.00% while VYM yields 2.24%, so VYM 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.