BBHY vs VYM

BBHY vs VYM

Which is better, BBHY or VYM?

High Yield Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricBBHYVYM
Expense Ratio0.07%0.04%Best
AUM$618M$81.6B
Dividend Yield7.08%2.22%
Holdings1,670613
YTD Return-0.99%+12.29%Best
1Y Return+0.42%+16.61%Best
3Y Return (annualized)+7.01%+17.42%Best
5Y Return (annualized)+3.12%+12.12%Best
Volatility (annualized)7.7%Best14.3%
Max Drawdown-25.3%Best-35.7%
$10,000 over 5 years$11,660$17,718Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Value
InceptionSep 15, 2016Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 15, 2016 to Sep 17, 2026 (10 years).

BBHY 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 10 years both funds cover.

BBHY vs VYM Performance

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBHY returned +0.42% while VYM returned +16.61%. Year to date, BBHY is down 0.99% versus a gain of 12.29% for VYM.

Over three years, BBHY compounded at +7.01% per year against +17.42% for VYM; over five years the annualized figures are +3.12% and +12.12% respectively. Across the full 10-year window we track, VYM has the edge at +10.17% annualized vs +2.22%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.3% compared with 7.7% for BBHY. 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 -25.3% for BBHY and -35.7% 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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBHY charges 0.07% per year while VYM charges 0.04%. On a $10,000 position that is $7 vs $4 annually, a gap of $3 per year that compounds over a long holding period. On income, BBHY currently yields 7.08% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 6 holdings in BBHY and 557 in VYM, totalling 0.6% and 99.2% of the two funds. That is not enough of BBHY to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 6 positions we hold weights for in BBHY and 557 in VYM, against full books of 1,670 and 613.

Top Shared Holdings

StockWeight in BBHYWeight in VYMDifference
SMGScotts Miracle-Gro Company0.06%0.01%0.05%

You are not choosing between two funds in isolation.

Whichever of BBHY and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BBHYVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BBHY or VYM?

BBHY has an expense ratio of 0.07% while VYM charges 0.04%. VYM is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, BBHY or VYM?

Over the past year BBHY returned +0.42% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), BBHY annualized +2.22% vs +10.17% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BBHY or VYM?

VYM has been the more volatile fund at 14.3% annualized versus 7.7% for BBHY. Worst drawdown: BBHY -25.3% vs VYM -35.7%.

Should I hold both BBHY and VYM?

BBHY and VYM have a monthly-return correlation of 0.74, 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, BBHY or VYM?

BBHY yields 7.08% while VYM yields 2.22%, so BBHY currently pays the higher dividend yield.

Is VYM better than BBHY?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.