Two of the market's most popular income ETFs compared side-by-side. See which one fits your yield strategy.
What this means: DEO is ratedTier 1 (Cornerstone)while UX is ratedTier 4 (Harvest).DEO is structurally lower risk than UX.
| Metric | DEO | UX |
|---|---|---|
| Total Return (1Y) | -10.95% | 36.01% |
| NAV Change (1Y) | -16.49% | 30.92% |
| Max Drawdown | -26.46% | 0.00% |
| Beta | - | - |
* Returns include dividend reinvestment. Drawdown calculates peak-to-trough decline over trailing 12 months.
DEO (Diageo plc) is a conservative dividend growth fund managed by Diageo plc. It focuses on generating income through strategic holdings. With significant capital, this fund has been operational since its inception.
Strategy: Focuses on quality dividend-paying companies with strong balance sheets and consistent payout histories.
UX (Roundhill Uranium ETF) is a options-based income fund managed by Roundhill. It focuses on generating income through strategic holdings. With $2.7M in assets under management, this fund has been operational since its inception.
Strategy: Generates enhanced income through covered call options on equity holdings, trading upside potential for premium income.
In the head-to-head battle of DEO vs UX, the choice depends on your specific goal. DEO wins for Immediate Income with a 5.54% yield. However, UX is the better choice for Long-Term Growth due to superior total return performance.
Which fund is safer for retirement income? We analyze the yield sustainability and structural risk.
The Bottom Line Question: If you invest $100,000 today, how much cash will you actually receive each month? Here's the exact math:
DEO
Annual Yield: 5.54%
$462/mo
($5,543/year)
Frequency: semi-annual
UX
Annual Yield: 5.09%
$424/mo
($5,088/year)
Frequency: monthly
Income Gap: DEO generates $455/year more than UX on the same $100k investment.
Over 20 years, that's $9,096 in additional cash flow (before reinvestment).
Context Matters: Higher income doesn't always mean better investment. Review the "Yield Trap" and "Total Return" sections above—you want income that's sustainable, not just headline-grabbing.
Historical data reveals how these funds behave during market stress. UX has delivered a superior Total Return of 36.01% over the past year.
Every investor has a unique risk profile. Use our Portfolio Intelligence tool to see the impact of adding these ETFs to your holdings.