HYUP vs VYM
HYUP vs VYM
Xtrackers High Beta High Yield Bond 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 | HYUP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.04% | |
| AUM | $45M | $79.0B | |
| Dividend Yield | 7.33% | 2.86% | |
| Holdings | 672 | 568 | |
| YTD Return | +1.90% | +13.24% | |
| 1Y Return | +5.24% | +23.76% | |
| 3Y Return (annualized) | +9.33% | +16.97% | |
| 5Y Return (annualized) | +4.26% | +12.26% | |
| Volatility (annualized) | 9.4% | 14.6% | |
| Max Drawdown | -26.5% | -58.8% | |
| Fund Family | Xtrackers ETFs | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 11, 2018 | Nov 10, 2006 |
HYUP vs VYM Performance
Xtrackers High Beta High Yield Bond ETF (HYUP) is a ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year HYUP returned +5.24% while VYM returned +23.76%. Year to date, HYUP is up 1.90% versus a gain of 13.24% for VYM.
Over three years, HYUP compounded at +9.33% per year against +16.97% for VYM; over five years the annualized figures are +4.26% and +12.26% respectively. Across the full 9-year window we track, VYM has the edge at +6.96% annualized vs +2.35%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 9.4% for HYUP. 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 -26.5% for HYUP 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HYUP charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, HYUP currently yields 7.33% against 2.86% for VYM.
Holdings Overlap
HYUP and VYM share 0 holdings out of 1077 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, HYUP or VYM?
HYUP has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, HYUP or VYM?
Over the past year HYUP returned +5.24% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), HYUP annualized +2.35% vs +6.96% for VYM. Past performance does not guarantee future results.
Which is riskier, HYUP or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.4% for HYUP. Worst drawdown: HYUP -26.5% vs VYM -58.8%.
Should I hold both HYUP and VYM?
HYUP and VYM have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HYUP and VYM?
HYUP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1077 unique securities.
Which pays a higher dividend, HYUP or VYM?
HYUP yields 7.33% while VYM yields 2.86%, so HYUP currently pays the higher dividend yield.
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