IDUB vs VYM
IDUB vs VYM
Aptus International Enhanced Yield 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 | IDUB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.04% | |
| AUM | $491M | $79.0B | |
| Dividend Yield | 4.57% | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +13.57% | +15.80% | |
| 1Y Return | +26.09% | +26.12% | |
| 3Y Return (annualized) | +16.59% | +18.25% | |
| 5Y Return (annualized) | +5.91% | +12.51% | |
| Volatility (annualized) | 12.9% | 14.6% | |
| Max Drawdown | -29.2% | -58.8% | |
| Fund Family | Aptus ETFs | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 22, 2021 | Nov 10, 2006 |
IDUB vs VYM Performance
Aptus International Enhanced Yield ETF (IDUB) is a ETF from Aptus ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year IDUB returned +26.09% while VYM returned +26.12%. Year to date, IDUB is up 13.57% versus a gain of 15.80% for VYM.
Over three years, IDUB compounded at +16.59% per year against +18.25% for VYM; over five years the annualized figures are +5.91% and +12.51% respectively. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs +5.96%. 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 12.9% for IDUB. 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 -29.2% for IDUB 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IDUB charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, IDUB currently yields 4.57% against 2.86% for VYM.
Holdings Overlap
IDUB and VYM share 0 holdings out of 559 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, IDUB or VYM?
IDUB has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, IDUB or VYM?
Over the past year IDUB returned +26.09% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), IDUB annualized +5.96% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, IDUB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.9% for IDUB. Worst drawdown: IDUB -29.2% vs VYM -58.8%.
Should I hold both IDUB and VYM?
IDUB and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IDUB and VYM?
IDUB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, IDUB or VYM?
IDUB yields 4.57% while VYM yields 2.86%, so IDUB currently pays the higher dividend yield.
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