BAIG vs VYM

BAIG vs VYM

Which is better, BAIG or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: 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

MetricBAIGVYM
Expense Ratio0.78%0.04%Best
AUM$8M$81.6B
Dividend Yield3.36%2.24%
Holdings6613
YTD Return-85.38%+14.82%Best
1Y Return-86.35%+20.84%Best
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)122.4%9.0%Best
Max Drawdown-96.0%-6.7%Best
$10,000 over 1 years$1,166$12,178Best
Fund FamilyLeverage SharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionAug 20, 2025Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Aug 21, 2025 to Sep 4, 2026 (1 years).

BAIG 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 covers the 1 years both funds cover.

BAIG vs VYM Performance

Leverage Shares 2X Long BBAI Daily ETF (BAIG) is an ETF from Leverage Shares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BAIG returned -86.35% while VYM returned +20.84%. Year to date, BAIG is down 85.38% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BAIG has been the more volatile fund, with annualized monthly volatility of 122.4% compared with 9.0% 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 -96.0% for BAIG and -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.16. They move largely independently of each other.

Fees and Cost Over Time

BAIG charges 0.78% per year while VYM charges 0.04%. On a $10,000 position that is $78 vs $4 annually, a gap of $74 per year that compounds over a long holding period. On income, BAIG currently yields 3.36% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 1 holding in BAIG and 602 in VYM, totalling 6.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1 positions we hold weights for in BAIG and 602 in VYM, against full books of 6 and 613.

You are not choosing between two funds in isolation.

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

BAIGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BAIG or VYM?

BAIG has an expense ratio of 0.78% while VYM charges 0.04%. VYM is the cheaper option, by $74 a year on a $10,000 investment.

Which performed better, BAIG or VYM?

Over the past year BAIG returned -86.35% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BAIG annualized -88.34% vs +21.78% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BAIG or VYM?

BAIG has been the more volatile fund at 122.4% annualized versus 9.0% for VYM. Worst drawdown: BAIG -96.0% vs VYM -6.7%.

Should I hold both BAIG and VYM?

BAIG and VYM have a monthly-return correlation of 0.16, 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, BAIG or VYM?

BAIG yields 3.36% while VYM yields 2.24%, so BAIG currently pays the higher dividend yield.

Is VYM better than BAIG?

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