BBB vs VYM

BBB vs VYM

Which is better, BBB or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. BBB led over 3Y, 5Y and the full window, VYM over 1Y.

Lower Fees: VYMHigher Returns: split

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

MetricBBBVYM
Expense Ratio0.96%0.04%Best
AUM$8M$81.6B
Dividend Yield0.15%2.22%
Holdings509613
YTD Return+6.24%+13.08%Best
1Y Return+2.93%+17.46%Best
3Y Return (annualized)+19.59%Best+17.73%
5Y Return (annualized)+19.59%Best+12.22%
Volatility (annualized)173757.4%13.0%Best
Max Drawdown--35.7%
$10,000 over 5 years$24,461Best$17,797
Fund FamilyCyber Hornet ETFVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionDec 28, 2023Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jul 20, 2011 to Sep 14, 2026 (15.2 years).

BBB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BBB vs VYM Performance

Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF (BBB) is an ETF from Cyber Hornet ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBB returned +2.93% while VYM returned +17.46%. Year to date, BBB is up 6.24% versus a gain of 13.08% for VYM.

Over three years, BBB compounded at +19.59% per year against +17.73% for VYM; over five years the annualized figures are +19.59% and +12.22% respectively. Across the full 15-year window we track, BBB has the edge at +63.34% annualized vs +9.94%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBB has been the more volatile fund, with annualized monthly volatility of 173757.4% compared with 13.0% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The two funds' monthly returns correlate at 0.05. They move largely independently of each other.

Fees and Cost Over Time

BBB charges 0.96% per year while VYM charges 0.04%. On a $10,000 position that is $96 vs $4 annually, a gap of $92 per year that compounds over a long holding period. On income, BBB currently yields 0.15% against 2.22% for VYM.

Holdings Overlap

VYM already in BBB90.5%

At least 90.5% of VYM's money is in holdings BBB also owns.

Stated as a floor: for BBB, our book for it covers 59.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

Most of VYM is already inside BBB. Owning both mostly buys the same companies twice.

252 positions in common, counted across the 503 positions we hold weights for in BBB and 557 in VYM, against full books of 509 and 613.

Top Shared Holdings

StockWeight in BBBWeight in VYMDifference
AVGOBroadcom Inc1.57%7.35%5.78%
JPMJpmorgan Chase0.85%3.82%2.97%
XOMExxon Mobil Corp.0.60%2.63%2.03%
JNJJohnson & Johnson - Common0.57%2.51%1.94%
CSCOCisco Systems Inc. - Ordinary Shares0.39%1.86%1.47%
ABBVAbbvie Inc.0.41%1.80%1.39%
BACBank Of America Corp.0.36%1.66%1.30%
UNHUnitedhealth Group, Inc.0.32%1.52%1.20%
CVXChevron Corp0.35%1.48%1.13%
CATCaterpillar, Inc.0.33%1.50%1.17%

90.5% of VYM is already inside BBB.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BBBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBB or VYM?

BBB has an expense ratio of 0.96% while VYM charges 0.04%. VYM is the cheaper option, by $92 a year on a $10,000 investment.

Which performed better, BBB or VYM?

Over the past year BBB returned +2.93% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (15 years), BBB annualized +63.34% vs +9.94% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBB or VYM?

BBB has been the more volatile fund at 173757.4% annualized versus 13.0% for VYM.

Should I hold both BBB and VYM?

BBB and VYM have a monthly-return correlation of 0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BBB and VYM?

At least 90.5% of VYM's money is in holdings BBB also owns. Our book for BBB is partial, so the real figure is this or higher. They hold 252 positions in common, counted across the 503 positions we hold weights for in BBB and 557 in VYM.

Which pays a higher dividend, BBB or VYM?

BBB yields 0.15% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BBB?

VYM has a lower expense ratio. BBB led over 3Y, 5Y and the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.