EASY vs VYM
Liberty One Defensive Dividend Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, EASY or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 44.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | EASY | VYM |
|---|---|---|
| Expense Ratio | 0.85% | 0.04%Best |
| AUM | $62M | $78.9B |
| Dividend Yield | 1.08% | 2.37% |
| Holdings | 50 | 608 |
| YTD Return | +7.52% | +11.83%Best |
| 1Y Return | +5.71% | +15.96%Best |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 13.7% | 10.8%Best |
| Max Drawdown | -8.1% | -6.7%Best |
| $10,000 over 1 years | $10,685 | $11,500Best |
| Top 10 Weight | 44.0% | 25.8%Best |
| Fund Family | Liberty One Investment Management, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 30, 2025 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 30, 2025 to Oct 14, 2026 (1 years).
EASY vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1 years both funds cover.
EASY vs VYM Performance
Liberty One Defensive Dividend Growth ETF (EASY) is an ETF from Liberty One Investment Management, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year EASY returned +5.71% while VYM returned +15.96%. Year to date, EASY is up 7.52% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
EASY has been the more volatile fund, with annualized monthly volatility of 13.7% compared with 10.8% 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 -8.1% for EASY and -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
EASY charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, EASY currently yields 1.08% against 2.37% for VYM.
Holdings Overlap
69.0% of EASY's money is in holdings VYM also owns. 11.8% of VYM's money is in holdings EASY also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 25 positions we hold weights for in EASY and 602 in VYM, against full books of 50 and 608.
What only one of them owns
Our book lists 556 positions for VYM that do not appear in our book for EASY (86.0% of the fund), and 8 for EASY that do not appear in VYM (31.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in EASY | Weight in VYM | Difference |
|---|---|---|---|
| JNJJohnson & Johnson - Common | 3.86% | 2.58% | 1.28% |
| UNHUnitedhealth Group Incorporated | 4.04% | 1.42% | 2.62% |
| PGProcter & Gamble Company | 4.01% | 1.36% | 2.65% |
| CAHCardinal Health Inc. | 5.12% | 0.22% | 4.90% |
| KOCoca Cola Co. | 3.94% | 1.39% | 2.55% |
| LINLinde Plc Ordinary Shares | 4.03% | 0.91% | 3.12% |
| MCDMcdonald'S Corp | 3.95% | 0.75% | 3.20% |
| TAT&T Inc. | 3.96% | 0.71% | 3.25% |
| CBChubb Ltd Common Stock Usd 24.15 | 4.05% | 0.48% | 3.57% |
| SOSouthern Co. | 4.08% | 0.40% | 3.68% |
69.0% of EASY is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EASY or VYM?
EASY has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option, by $81 a year on a $10,000 investment.
Which performed better, EASY or VYM?
Over the past year EASY returned +5.71% vs +15.96% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), EASY annualized +6.85% vs +15.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, EASY or VYM?
EASY has been the more volatile fund at 13.7% annualized versus 10.8% for VYM. Worst drawdown: EASY -8.1% vs VYM -6.7%.
Should I hold both EASY and VYM?
EASY and VYM have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between EASY and VYM?
69.0% of EASY's money is in holdings VYM also owns. 11.8% of VYM's is in holdings EASY also owns. They hold 17 positions in common, counted across the 25 positions we hold weights for in EASY and 602 in VYM.
Which pays a higher dividend, EASY or VYM?
EASY yields 1.08% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than EASY?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 44.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.