Compare · 2 funds side by side · dividends reinvested

DEFR and VYM

DEFRAptus×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 04

DEFR and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.3

ETF Series Solutions - Aptus Deferred Income ETFIncome · Dividend stocks0.79%0.00%−0.9%−0.1%[…][…]−5.0%4.7%$161M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DEFR 2025 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETF Series Solutions - Aptus Deferred Income ETF · $161M[…]

DEFR

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DEFRMeasureVYM

−0.9%Year to dateJan 1 → Nov 5+13.3%

−0.1%1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $17,002+11.2%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $230 a year on $10k2.30%

−5.0%Worst dropSmaller is better−6.7%

4.7%VolatilityLower is calmer10.6%

DEFRVYM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4VYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEFR vs VYM: Top 5 Holdings

Today

DEFR

2.7%in top 5

VYM

in top 518.2%

DEFRStockVYM

not top 5AVGO6.9%

4.0%912797VQnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

-1.3%CASH&OTHnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DEFR vs VYM Returns, Every Period

AptusDEFR

−0.1%

past year

VYMVanguard

+17.7%

past year

DEFRVYMFaded: behind in that period

0–2VYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DEFR vs VYM

YTD

AptusDEFR

−0.9%

VYMVanguard

+13.3%

−0.9%Year to date+13.3%

−5.0%Worst drop · 1Y−6.7%

4.7%Volatility · 1Y10.6%

0.0%Yield2.3%

$161MAssets$78.9B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DEFR, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

DEFR0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DEFR, VYM

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

DEFR0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

DEFR$0 − $79 = −$79

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DEFR, VYM

Today

0.0%most shared, DEFR and VYM

DEFRVYM

DEFR—0.0%

VYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%VYM, at 10.6% volatility

DEFRWorst drop−5.0%4.7% vol

VYMWorst drop−6.7%10.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VYMDEFR

+13.3%Year to date−0.9%

2.3%Yield0.0%

+17.7%Past year−0.1%

0.04%Fee0.79%

4–0VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026