UDOW vs VYM
UDOW vs VYM
ProShares UltraPro Dow30 vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. UDOW delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | UDOW | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $827M | $79.0B | |
| Dividend Yield | 1.10% | 2.86% | |
| Holdings | 42 | 568 | |
| YTD Return | +29.93% | +15.80% | |
| 1Y Return | +66.72% | +26.12% | |
| 3Y Return (annualized) | +35.27% | +18.25% | |
| 5Y Return (annualized) | +15.95% | +12.51% | |
| Volatility (annualized) | 43.9% | 14.6% | |
| Max Drawdown | -80.3% | -58.8% | |
| Fund Family | ProShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 9, 2010 | Nov 10, 2006 |
UDOW vs VYM Performance
ProShares UltraPro Dow30 (UDOW) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UDOW returned +66.72% while VYM returned +26.12%. Year to date, UDOW is up 29.93% versus a gain of 15.80% for VYM.
Over three years, UDOW compounded at +35.27% per year against +18.25% for VYM; over five years the annualized figures are +15.95% and +12.51% respectively. Across the full 17-year window we track, UDOW has the edge at +26.56% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UDOW has been the more volatile fund, with annualized monthly volatility of 43.9% 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 -80.3% for UDOW 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 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
UDOW charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, UDOW currently yields 1.10% against 2.86% for VYM.
Holdings Overlap
UDOW and VYM share 18 holdings out of 571 unique holdings combined, representing a 16.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in UDOW | Weight in VYM | Difference |
|---|---|---|---|
| GS | 6.07% | 1.05% | 5.02% |
| CAT | 5.58% | 1.51% | 4.07% |
| JPM:US | 1.94% | 3.36% | 1.42% |
| JNJ | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
| WMT | Pro | Pro | Pro |
| AMGN | Pro | Pro | Pro |
| IBM | Pro | Pro | Pro |
| MCD | Pro | Pro | Pro |
See all 10 holdings UDOW 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, UDOW or VYM?
UDOW has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, UDOW or VYM?
Over the past year UDOW returned +66.72% vs +26.12% for VYM, so UDOW leads on 1-year performance. Over the longest common window we track (17 years), UDOW annualized +26.56% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, UDOW or VYM?
UDOW has been the more volatile fund at 43.9% annualized versus 14.6% for VYM. Worst drawdown: UDOW -80.3% vs VYM -58.8%.
Should I hold both UDOW and VYM?
UDOW and VYM have a monthly-return correlation of 0.95, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between UDOW and VYM?
UDOW and VYM share 18 common holdings with a 16.8% weight overlap. Combined, they hold 571 unique securities.
Which pays a higher dividend, UDOW or VYM?
UDOW yields 1.10% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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