VYM vs YQQQ

VYM vs YQQQ
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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

MetricVYMYQQQWinner
Expense Ratio0.04%1.11%
AUM$81.6B$15M
Dividend Yield2.24%28.84%
Holdings61627
YTD Return+15.34%-6.16%
1Y Return+23.24%-7.94%
3Y Return (annualized)+19.22%-
5Y Return (annualized)+12.21%-
Volatility (annualized)14.6%15.6%
Max Drawdown-58.8%-29.1%
Fund FamilyVanguard (US)YieldMax ETF
CategoryEquityAlternative
InceptionNov 10, 2006Aug 14, 2024

VYM vs YQQQ Performance

Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US) and YieldMax Short N100 Option Income Strategy ETF (YQQQ) is a ETF from YieldMax ETF. Over the past year VYM returned +23.24% while YQQQ returned -7.94%. Year to date, VYM is up 15.34% versus a loss of 6.16% for YQQQ.

Risk: Volatility and Drawdowns

YQQQ has been the more volatile fund, with annualized monthly volatility of 15.6% 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 -58.8% for VYM and -29.1% for YQQQ. 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 -0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VYM charges 0.04% per year while YQQQ charges 1.11%. On a $10,000 position that is $4 vs $111 annually, a gap of $107 per year that compounds over a long holding period. On income, VYM currently yields 2.24% against 28.84% for YQQQ.

Holdings Overlap

0.0%overlap

VYM and YQQQ share 0 holdings out of 606 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, VYM or YQQQ?

VYM has an expense ratio of 0.04% while YQQQ charges 1.11%. VYM is the cheaper option. On a $10,000 investment, that is $107 per year of difference.

Which performed better, VYM or YQQQ?

Over the past year VYM returned +23.24% vs -7.94% for YQQQ, so VYM leads on 1-year performance. Over the longest common window we track (2 years), VYM annualized +7.04% vs -9.63% for YQQQ. Past performance does not guarantee future results.

Which is riskier, VYM or YQQQ?

YQQQ has been the more volatile fund at 15.6% annualized versus 14.6% for VYM. Worst drawdown: VYM -58.8% vs YQQQ -29.1%.

Should I hold both VYM and YQQQ?

VYM and YQQQ have a monthly-return correlation of -0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VYM and YQQQ?

VYM and YQQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 606 unique securities.

Which pays a higher dividend, VYM or YQQQ?

VYM yields 2.24% while YQQQ yields 28.84%, so YQQQ currently pays the higher dividend yield.

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