BBH vs VYM

Quick Verdict

VYM has a lower expense ratio. BBH delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: BBHMore Diversified: VYM

Side-by-Side Comparison

MetricBBHVYMWinner
Expense Ratio0.35%0.04%
AUM$406M$81.6B
Dividend Yield0.46%2.24%
Holdings26616
YTD Return+14.62%+16.42%
1Y Return+32.77%+24.22%
3Y Return (annualized)+10.99%+19.03%
5Y Return (annualized)+1.31%+12.21%
Volatility (annualized)31.0%14.6%
Max Drawdown-72.7%-58.8%
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
InceptionDec 20, 2011Nov 10, 2006

BBH vs VYM Performance

VanEck Biotech ETF (BBH) is a ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBH returned +32.77% while VYM returned +24.22%. Year to date, BBH is up 14.62% versus a gain of 16.42% for VYM.

Over three years, BBH compounded at +10.99% per year against +19.03% for VYM; over five years the annualized figures are +1.31% and +12.21% respectively. Across the full 20-year window we track, BBH has the edge at +14.28% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BBH has been the more volatile fund, with annualized monthly volatility of 31.0% 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 -72.7% for BBH 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BBH charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, BBH currently yields 0.46% against 2.24% for VYM.

Holdings Overlap

1.4%overlap

BBH and VYM share 2 holdings out of 625 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBHWeight in VYMDifference
AMGN16.58%0.75%15.83%
GILD12.87%0.65%12.22%

Frequently Asked Questions

Which is cheaper, BBH or VYM?

BBH has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.

Which performed better, BBH or VYM?

Over the past year BBH returned +32.77% vs +24.22% for VYM, so BBH leads on 1-year performance. Over the longest common window we track (20 years), BBH annualized +14.28% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, BBH or VYM?

BBH has been the more volatile fund at 31.0% annualized versus 14.6% for VYM. Worst drawdown: BBH -72.7% vs VYM -58.8%.

Should I hold both BBH and VYM?

BBH and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBH and VYM?

BBH and VYM share 2 common holdings with a 1.4% weight overlap. Combined, they hold 625 unique securities.

Which pays a higher dividend, BBH or VYM?

BBH yields 0.46% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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