BBBL vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. BBBL offers more diversification with 694 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: BBBL

Side-by-Side Comparison

MetricBBBLVYMWinner
Expense Ratio0.19%0.04%
AUM$9M$79.0B
Dividend Yield5.69%2.86%
Holdings789568
YTD Return-1.74%+15.80%
1Y Return+0.30%+26.12%
3Y Return (annualized)-+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)8.4%14.6%
Max Drawdown-9.4%-58.8%
Fund FamilyBondBloxxVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 16, 2024Nov 10, 2006

BBBL vs VYM Performance

BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL) is a ETF from BondBloxx and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBBL returned +0.30% while VYM returned +26.12%. Year to date, BBBL is down 1.74% 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 8.4% 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 -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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

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 5.69% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

BBBL and VYM share 1 holdings out of 1251 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBBLWeight in VYMDifference
RPRX0.07%0.08%0.01%

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. On a $10,000 investment, that is $15 per year of difference.

Which performed better, BBBL or VYM?

Over the past year BBBL returned +0.30% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BBBL annualized +2.33% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, BBBL or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 8.4% for BBBL. Worst drawdown: BBBL -9.4% vs VYM -58.8%.

Should I hold both BBBL and VYM?

BBBL and VYM have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBBL and VYM?

BBBL and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1251 unique securities.

Which pays a higher dividend, BBBL or VYM?

BBBL yields 5.69% while VYM yields 2.86%, so BBBL currently pays the higher dividend yield.

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