BBEM vs VYM

Quick Verdict

VYM has a lower expense ratio. BBEM delivered stronger 1-year returns. BBEM offers more diversification with 889 holdings.

Lower Fees: VYMHigher Returns: BBEMMore Diversified: BBEM

Side-by-Side Comparison

MetricBBEMVYMWinner
Expense Ratio0.15%0.04%
AUM$748M$79.0B
Dividend Yield2.52%2.86%
Holdings1,132568
YTD Return+15.82%+15.80%
1Y Return+32.69%+26.12%
3Y Return (annualized)+19.42%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)15.1%14.6%
Max Drawdown-17.4%-58.8%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionMay 10, 2023Nov 10, 2006

BBEM vs VYM Performance

JPMorgan BetaBuilders Emerging Markets Equity ETF (BBEM) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBEM returned +32.69% while VYM returned +26.12%. Year to date, BBEM is up 15.82% versus a gain of 15.80% for VYM.

Over three years, BBEM compounded at +19.42% per year against +18.25% for VYM. Across the full 3-year window we track, BBEM has the edge at +19.55% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBEM has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.6% for VYM. 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 -17.4% for BBEM 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBEM charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, BBEM currently yields 2.52% against 2.86% for VYM.

Holdings Overlap

0.3%overlap

BBEM and VYM share 6 holdings out of 1441 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBEMWeight in VYMDifference
PG0.01%1.72%1.71%
CMI0.06%0.35%0.29%
BAP:BM0.20%0.10%0.10%
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SLMProProPro
ALProProPro
See all 6 holdings BBEM shares with VYM
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Frequently Asked Questions

Which is cheaper, BBEM or VYM?

BBEM has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $11 per year of difference.

Which performed better, BBEM or VYM?

Over the past year BBEM returned +32.69% vs +26.12% for VYM, so BBEM leads on 1-year performance. Over the longest common window we track (3 years), BBEM annualized +19.55% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, BBEM or VYM?

BBEM has been the more volatile fund at 15.1% annualized versus 14.6% for VYM. Worst drawdown: BBEM -17.4% vs VYM -58.8%.

Should I hold both BBEM and VYM?

BBEM and VYM have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBEM and VYM?

BBEM and VYM share 6 common holdings with a 0.3% weight overlap. Combined, they hold 1441 unique securities.

Which pays a higher dividend, BBEM or VYM?

BBEM yields 2.52% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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