BAIG vs VYM
Leverage Shares 2X Long BBAI 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 616 holdings.
Side-by-Side Comparison
| Metric | BAIG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.78% | 0.04% | |
| AUM | $10M | $81.6B | |
| Dividend Yield | 3.36% | 2.24% | |
| Holdings | 6 | 616 | |
| YTD Return | -82.78% | +15.75% | |
| 1Y Return | -87.34% | +23.85% | |
| 3Y Return (annualized) | - | +19.14% | |
| 5Y Return (annualized) | - | +12.45% | |
| Volatility (annualized) | 128.5% | 14.6% | |
| Max Drawdown | -96.0% | -58.8% | |
| Fund Family | Leverage Shares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 20, 2025 | Nov 10, 2006 |
BAIG vs VYM Performance
Leverage Shares 2X Long BBAI Daily ETF (BAIG) is a ETF from Leverage Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BAIG returned -87.34% while VYM returned +23.85%. Year to date, BAIG is down 82.78% versus a gain of 15.75% for VYM.
Risk: Volatility and Drawdowns
BAIG has been the more volatile fund, with annualized monthly volatility of 128.5% 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 -96.0% for BAIG 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.
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
BAIG and VYM share 0 holdings out of 604 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, BAIG or VYM?
BAIG has an expense ratio of 0.78% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
Which performed better, BAIG or VYM?
Over the past year BAIG returned -87.34% vs +23.85% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, BAIG or VYM?
BAIG has been the more volatile fund at 128.5% annualized versus 14.6% for VYM. Worst drawdown: BAIG -96.0% vs VYM -58.8%.
Should I hold both BAIG and VYM?
BAIG and VYM have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BAIG and VYM?
BAIG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.
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.
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