BABX vs VYM
GraniteShares 2x Long BABA Daily ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BABX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.15% | 0.04% | |
| AUM | $97M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 2 | 568 | |
| YTD Return | -41.41% | +16.16% | |
| 1Y Return | -10.52% | +26.05% | |
| 3Y Return (annualized) | +0.90% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 95.4% | 14.6% | |
| Max Drawdown | -78.8% | -58.8% | |
| Fund Family | GraniteShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Dec 13, 2022 | Nov 10, 2006 |
BABX vs VYM Performance
GraniteShares 2x Long BABA Daily ETF (BABX) is a ETF from GraniteShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BABX returned -10.52% while VYM returned +26.05%. Year to date, BABX is down 41.41% versus a gain of 16.16% for VYM.
Over three years, BABX compounded at +0.90% per year against +18.43% for VYM. Across the full 4-year window we track, VYM has the edge at +7.09% annualized vs -2.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BABX has been the more volatile fund, with annualized monthly volatility of 95.4% compared with 14.6% 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 -78.8% for BABX 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 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BABX charges 1.15% per year while VYM charges 0.04%. On a $10,000 position that is $115 vs $4 annually, a gap of $111 per year that compounds over a long holding period. On income, BABX currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
BABX and VYM share 0 holdings out of 559 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, BABX or VYM?
BABX has an expense ratio of 1.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $111 per year of difference.
Which performed better, BABX or VYM?
Over the past year BABX returned -10.52% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), BABX annualized -2.41% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, BABX or VYM?
BABX has been the more volatile fund at 95.4% annualized versus 14.6% for VYM. Worst drawdown: BABX -78.8% vs VYM -58.8%.
Should I hold both BABX and VYM?
BABX and VYM have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BABX and VYM?
BABX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, BABX or VYM?
BABX yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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