FFOX vs VYM
FFOX vs VYM
FundX Future Fund Opportunities ETF 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 558 holdings.
Side-by-Side Comparison
| Metric | FFOX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.02% | 0.04% | |
| AUM | $233M | $79.0B | |
| Dividend Yield | 1.63% | 2.86% | |
| Holdings | 76 | 568 | |
| YTD Return | +10.11% | +15.57% | |
| 1Y Return | +18.58% | +25.99% | |
| 3Y Return (annualized) | - | +18.02% | |
| 5Y Return (annualized) | - | +12.71% | |
| Volatility (annualized) | 15.6% | 14.6% | |
| Max Drawdown | -12.4% | -58.8% | |
| Fund Family | FundX Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 9, 2025 | Nov 10, 2006 |
FFOX vs VYM Performance
FundX Future Fund Opportunities ETF (FFOX) is a ETF from FundX Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year FFOX returned +18.58% while VYM returned +25.99%. Year to date, FFOX is up 10.11% versus a gain of 15.57% for VYM.
Risk: Volatility and Drawdowns
FFOX 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 -12.4% for FFOX 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 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
FFOX charges 1.02% per year while VYM charges 0.04%. On a $10,000 position that is $102 vs $4 annually, a gap of $98 per year that compounds over a long holding period. On income, FFOX currently yields 1.63% against 2.86% for VYM.
Holdings Overlap
FFOX and VYM share 6 holdings out of 625 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in FFOX | Weight in VYM | Difference |
|---|---|---|---|
| FCFS | 1.79% | 0.03% | 1.76% |
| SXT | 1.64% | 0.02% | 1.62% |
| HRI | 1.58% | 0.02% | 1.56% |
| OSK | Pro | Pro | Pro |
| PIPR | Pro | Pro | Pro |
| YOU | Pro | Pro | Pro |
See all 6 holdings FFOX shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, FFOX or VYM?
FFOX has an expense ratio of 1.02% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
Which performed better, FFOX or VYM?
Over the past year FFOX returned +18.58% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), FFOX annualized +19.53% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, FFOX or VYM?
FFOX has been the more volatile fund at 15.6% annualized versus 14.6% for VYM. Worst drawdown: FFOX -12.4% vs VYM -58.8%.
Should I hold both FFOX and VYM?
FFOX and VYM have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FFOX and VYM?
FFOX and VYM share 6 common holdings with a 0.2% weight overlap. Combined, they hold 625 unique securities.
Which pays a higher dividend, FFOX or VYM?
FFOX yields 1.63% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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