BBBL vs VYM
BondBloxx BBB Rated 10+ Year Corporate Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, BBBL or VYM?
Long Term Bond against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window.
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
| Metric | BBBL | VYM |
|---|---|---|
| Expense Ratio | 0.19% | 0.04%Best |
| AUM | $7M | $81.6B |
| Dividend Yield | 5.88% | 2.22% |
| Holdings | 884 | 613 |
| YTD Return | -1.49% | +12.29%Best |
| 1Y Return | -3.04% | +16.61%Best |
| 3Y Return (annualized) | - | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 8.3%Best | 10.4% |
| Max Drawdown | -9.4%Best | -14.5% |
| $10,000 over 2.6 years | $10,617 | $15,071Best |
| Fund Family | BondBloxx | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Long Term Bond | Large Cap Value |
| Inception | Jan 16, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 17, 2026 (2.6 years).
BBBL 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 2.6 years both funds cover.
BBBL vs VYM Performance
BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is an ETF from BondBloxx and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBBL returned -3.04% while VYM returned +16.61%. Year to date, BBBL is down 1.49% versus a gain of 12.29% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 10.4% compared with 8.3% for BBBL. 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 -9.4% for BBBL and -14.5% 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 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BBBL 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, BBBL currently yields 5.88% against 2.22% for VYM.
Holdings Overlap
At least 0.2% of VYM's money is in holdings BBBL also owns.
Stated as a floor: for BBBL, our book for it covers 85.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 746 positions we hold weights for in BBBL and 557 in VYM, against full books of 884 and 613.
You are not choosing between two funds in isolation.
Whichever of BBBL and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBBL or VYM?
BBBL has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, BBBL or VYM?
Over the past year BBBL returned -3.04% vs +16.61% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBBL or VYM?
VYM has been the more volatile fund at 10.4% annualized versus 8.3% for BBBL. Worst drawdown: BBBL -9.4% vs VYM -14.5%.
Should I hold both BBBL and VYM?
BBBL and VYM have a monthly-return correlation of 0.62, 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, BBBL or VYM?
BBBL yields 5.88% while VYM yields 2.22%, so BBBL currently pays the higher dividend yield.
Is VYM better than BBBL?
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.