UYLD vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricUYLDVYMWinner
Expense Ratio0.34%0.04%
AUM$1.6B$79.0B
Dividend Yield5.42%2.86%
Holdings921568
YTD Return+1.92%+13.24%
1Y Return+4.24%+23.76%
3Y Return (annualized)+5.75%+16.97%
5Y Return (annualized)-+12.26%
Volatility (annualized)0.6%14.6%
Max Drawdown-0.5%-58.8%
Fund FamilyAngel Oak Capital AdvisorsVanguard (US)
CategoryFixed IncomeEquity
InceptionOct 24, 2022Nov 10, 2006

UYLD vs VYM Performance

Angel Oak UltraShort Income ETF (UYLD) is a ETF from Angel Oak Capital Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year UYLD returned +4.24% while VYM returned +23.76%. Year to date, UYLD is up 1.92% versus a gain of 13.24% for VYM.

Over three years, UYLD compounded at +5.75% per year against +16.97% for VYM. Across the full 4-year window we track, VYM has the edge at +6.96% annualized vs +5.84%. 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 0.6% for UYLD. 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 -0.5% for UYLD 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 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

UYLD charges 0.34% per year while VYM charges 0.04%. On a $10,000 position that is $34 vs $4 annually, a gap of $30 per year that compounds over a long holding period. On income, UYLD currently yields 5.42% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

UYLD and VYM share 0 holdings out of 726 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, UYLD or VYM?

UYLD has an expense ratio of 0.34% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $30 per year of difference.

Which performed better, UYLD or VYM?

Over the past year UYLD returned +4.24% vs +23.76% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), UYLD annualized +5.84% vs +6.96% for VYM. Past performance does not guarantee future results.

Which is riskier, UYLD or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 0.6% for UYLD. Worst drawdown: UYLD -0.5% vs VYM -58.8%.

Should I hold both UYLD and VYM?

UYLD and VYM have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between UYLD and VYM?

UYLD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 726 unique securities.

Which pays a higher dividend, UYLD or VYM?

UYLD yields 5.42% while VYM yields 2.86%, so UYLD currently pays the higher dividend yield.

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