BBBI vs VYM
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. BBBI offers more diversification with 831 holdings.
Side-by-Side Comparison
| Metric | BBBI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.04% | |
| AUM | $169M | $79.0B | |
| Dividend Yield | 4.77% | 2.86% | |
| Holdings | 1,017 | 568 | |
| YTD Return | -0.26% | +15.80% | |
| 1Y Return | +2.56% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 4.5% | 14.6% | |
| Max Drawdown | -4.1% | -58.8% | |
| Fund Family | BondBloxx | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 16, 2024 | Nov 10, 2006 |
BBBI vs VYM Performance
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF (BBBI) is a ETF from BondBloxx and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBBI returned +2.56% while VYM returned +26.12%. Year to date, BBBI is down 0.26% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.5% for BBBI. 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 -4.1% for BBBI 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 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BBBI charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, BBBI currently yields 4.77% against 2.86% for VYM.
Holdings Overlap
BBBI and VYM share 1 holdings out of 1388 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BBBI | Weight in VYM | Difference |
|---|---|---|---|
| CNP | 0.07% | 0.12% | 0.05% |
Frequently Asked Questions
Which is cheaper, BBBI or VYM?
BBBI has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, BBBI or VYM?
Over the past year BBBI returned +2.56% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BBBI annualized +5.22% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BBBI or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 4.5% for BBBI. Worst drawdown: BBBI -4.1% vs VYM -58.8%.
Should I hold both BBBI and VYM?
BBBI and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BBBI and VYM?
BBBI and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1388 unique securities.
Which pays a higher dividend, BBBI or VYM?
BBBI yields 4.77% while VYM yields 2.86%, so BBBI currently pays the higher dividend yield.
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