BBLU vs VYM
EA Bridgeway Blue Chip ETF vs Vanguard High Dividend Yield ETF
Which is better, BBLU or VYM?
BBLU has been ahead.
VYM has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 34.1%.
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 | BBLU | VYM |
|---|---|---|
| Expense Ratio | 0.15% | 0.04%Best |
| AUM | $464M | $81.6B |
| Dividend Yield | 1.14% | 2.22% |
| Holdings | 40 | 613 |
| YTD Return | +13.72%Best | +12.29% |
| 1Y Return | +17.17%Best | +16.61% |
| 3Y Return (annualized) | +22.05%Best | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 11.8% | 11.6%Best |
| Max Drawdown | -17.2% | -14.5%Best |
| $10,000 over 3.9 years | $23,756Best | $17,990 |
| Top 10 Weight | 34.1% | 26.1%Best |
| Fund Family | Bridgeway Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 31, 1997 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 17, 2022 to Sep 17, 2026 (3.9 years).
BBLU 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 3.9 years both funds cover.
BBLU vs VYM Performance
EA Bridgeway Blue Chip ETF (BBLU) is an ETF from Bridgeway Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBLU returned +17.17% while VYM returned +16.61%. Year to date, BBLU is up 13.72% versus a gain of 12.29% for VYM.
Over three years, BBLU compounded at +22.05% per year against +17.42% for VYM. Across the full 4-year window we track, BBLU has the edge at +24.84% annualized vs +16.25%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBLU has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 11.6% 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 -17.2% for BBLU 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBLU 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, BBLU currently yields 1.14% against 2.22% for VYM.
Holdings Overlap
51.4% of BBLU's money is in holdings VYM also owns. 35.1% of VYM's money is in holdings BBLU also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 38 positions we hold weights for in BBLU and 557 in VYM, against full books of 40 and 613.
What only one of them owns
Measured across the 38 and 557 positions we hold weights for.
VYM holds 509 positions BBLU does not, 62.0% of the fund.
Largest: CAT 1.50%, PM 1.21%, GS 1.13%, TXN 1.02%, MS 0.96%
Top Shared Holdings
| Stock | Weight in BBLU | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.69% | 7.35% | 3.66% |
| JPMJpmorgan Chase | 3.87% | 3.82% | 0.05% |
| XOMExxon Mobil Corp. | 2.77% | 2.63% | 0.14% |
| JNJJohnson & Johnson - Common | 2.80% | 2.51% | 0.29% |
| CSCOCisco Systems Inc. - Ordinary Shares | 2.97% | 1.86% | 1.11% |
| UNHUnitedhealth Group Incorporated | 3.19% | 1.52% | 1.67% |
| CVXChevron Corp | 2.90% | 1.48% | 1.42% |
| BACBank of America Corp.: Financials | 2.59% | 1.66% | 0.93% |
| ABBVAbbvie Inc. | 2.39% | 1.80% | 0.59% |
| MRKMerck & Company Inc | 2.71% | 1.31% | 1.40% |
51.4% of BBLU is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, BBLU or VYM?
BBLU has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.
Which performed better, BBLU or VYM?
Over the past year BBLU returned +17.17% vs +16.61% for VYM, so BBLU leads on 1-year performance. Over the longest common window we track (4 years), BBLU annualized +24.84% vs +16.25% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBLU or VYM?
BBLU has been the more volatile fund at 11.8% annualized versus 11.6% for VYM. Worst drawdown: BBLU -17.2% vs VYM -14.5%.
Should I hold both BBLU and VYM?
BBLU and VYM have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBLU and VYM?
51.4% of BBLU's money is in holdings VYM also owns. 35.1% of VYM's is in holdings BBLU also owns. They hold 19 positions in common, counted across the 38 positions we hold weights for in BBLU and 557 in VYM.
Which pays a higher dividend, BBLU or VYM?
BBLU yields 1.14% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BBLU?
VYM has a lower expense ratio. BBLU led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 34.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.