BAGY vs VYM
Amplify Bitcoin Max Income Covered Call 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 | BAGY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $11M | $79.0B | |
| Dividend Yield | 66.78% | 2.86% | |
| Holdings | 6 | 568 | |
| YTD Return | -33.89% | +16.53% | |
| 1Y Return | -51.74% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 37.5% | 14.6% | |
| Max Drawdown | -54.5% | -58.8% | |
| Fund Family | Amplify ETFs | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Apr 29, 2025 | Nov 10, 2006 |
BAGY vs VYM Performance
Amplify Bitcoin Max Income Covered Call ETF (BAGY) is a ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BAGY returned -51.74% while VYM returned +25.03%. Year to date, BAGY is down 33.89% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
BAGY has been the more volatile fund, with annualized monthly volatility of 37.5% 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 -54.5% for BAGY 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BAGY charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, BAGY currently yields 66.78% against 2.86% for VYM.
Holdings Overlap
BAGY and VYM share 0 holdings out of 560 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, BAGY or VYM?
BAGY has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, BAGY or VYM?
Over the past year BAGY returned -51.74% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BAGY annualized -31.33% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BAGY or VYM?
BAGY has been the more volatile fund at 37.5% annualized versus 14.6% for VYM. Worst drawdown: BAGY -54.5% vs VYM -58.8%.
Should I hold both BAGY and VYM?
BAGY and VYM have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAGY and VYM?
BAGY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, BAGY or VYM?
BAGY yields 66.78% while VYM yields 2.86%, so BAGY currently pays the higher dividend yield.
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