BABW vs VYM

BABW vs VYM

Which is better, BABW or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): VYM

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

MetricBABWVYM
Expense Ratio1.00%0.04%Best
AUM$1M$83.1B
Dividend Yield59.07%2.22%
Holdings10608
YTD Return-49.76%+10.00%Best
1Y Return-55.88%+13.75%Best
3Y Return (annualized)-+18.81%
5Y Return (annualized)-+11.63%
Volatility (annualized)54.7%11.2%Best
Fund FamilyRoundhill InvestmentsVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionOct 23, 2025Nov 10, 2006

Not shown on this pair: Max Drawdown, $10,000 over the window, Top 10 Weight.

BABW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BABW vs VYM Performance

Roundhill BABA WeeklyPay ETF (BABW) is an ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BABW returned -55.88% while VYM returned +13.75%. Year to date, BABW is down 49.76% versus a gain of 10.00% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BABW has been the more volatile fund, with annualized monthly volatility of 54.7% compared with 11.2% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BABW charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, BABW currently yields 59.07% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 2 holdings in BABW and 557 in VYM, totalling 21.4% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 46 days apart, BABW as of Sep 15, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 2 positions we hold weights for in BABW and 557 in VYM, against full books of 10 and 608.

You are not choosing between two funds in isolation.

Whichever of BABW and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BABWVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BABW or VYM?

BABW has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, BABW or VYM?

Over the past year BABW returned -55.88% vs +13.75% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BABW or VYM?

BABW has been the more volatile fund at 54.7% annualized versus 11.2% for VYM.

Should I hold both BABW and VYM?

BABW and VYM have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BABW or VYM?

BABW yields 59.07% while VYM yields 2.22%, so BABW currently pays the higher dividend yield.

Is VYM better than BABW?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.