BAIV vs VYM

BAIV vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricBAIVVYMWinner
Expense Ratio0.60%0.04%
AUM$157M$81.6B
Dividend Yield-2.24%
Holdings56613
YTD Return+12.70%+14.18%
1Y Return-+20.67%
3Y Return (annualized)-+18.47%
5Y Return (annualized)-+12.01%
Volatility (annualized)-14.5%
Max Drawdown-11.4%-58.8%
Fund FamilyBrown AdvisoryVanguard (US)
CategoryEquityEquity
InceptionFeb 25, 2026Nov 10, 2006

BAIV vs VYM Performance

Brown Advisory International Value Select ETF (BAIV) is a ETF from Brown Advisory and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BAIV is up 12.70% versus a gain of 14.18% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.4% for BAIV 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

BAIV charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period.

Holdings Overlap

0.0%overlap

BAIV and VYM share 0 holdings out of 654 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, BAIV or VYM?

BAIV has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

What is the holdings overlap between BAIV and VYM?

BAIV and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 654 unique securities.

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