BAGX vs VYM
EA Bridgeway Aggressive Investors 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 616 holdings.
Side-by-Side Comparison
| Metric | BAGX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.04% | |
| AUM | $214M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 86 | 616 | |
| YTD Return | +6.70% | +16.42% | |
| 1Y Return | - | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.9% | -58.8% | |
| Fund Family | Bridgeway Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 24, 2026 | Nov 10, 2006 |
BAGX vs VYM Performance
EA Bridgeway Aggressive Investors ETF (BAGX) is a ETF from Bridgeway Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BAGX is up 6.70% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for BAGX and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BAGX charges 0.73% per year while VYM charges 0.04%. On a $10,000 position that is $73 vs $4 annually, a gap of $69 per year that compounds over a long holding period. On income, BAGX currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
BAGX and VYM share 35 holdings out of 654 unique holdings combined, representing a 9.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BAGX or VYM?
BAGX has an expense ratio of 0.73% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
What is the holdings overlap between BAGX and VYM?
BAGX and VYM share 35 common holdings with a 9.3% weight overlap. Combined, they hold 654 unique securities.
Which pays a higher dividend, BAGX or VYM?
BAGX yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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