BCUS vs VYM
BCUS vs VYM
Bancreek US Large Cap ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BCUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $152M | $79.0B | |
| Dividend Yield | 0.27% | 2.86% | |
| Holdings | 31 | 568 | |
| YTD Return | +11.21% | +15.80% | |
| 1Y Return | +14.28% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 12.5% | 14.6% | |
| Max Drawdown | -18.2% | -58.8% | |
| Fund Family | Bancreek Capital Advisors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 20, 2023 | Nov 10, 2006 |
BCUS vs VYM Performance
Bancreek US Large Cap ETF (BCUS) is a ETF from Bancreek Capital Advisors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BCUS returned +14.28% while VYM returned +26.12%. Year to date, BCUS is up 11.21% 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 12.5% for BCUS. 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 -18.2% for BCUS 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCUS charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, BCUS currently yields 0.27% against 2.86% for VYM.
Holdings Overlap
BCUS and VYM share 6 holdings out of 582 unique holdings combined, representing a 7.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BCUS | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 4.02% | 6.47% | 2.45% |
| JPM:US | 2.98% | 3.36% | 0.38% |
| BK | 2.97% | 0.36% | 2.61% |
| CAH | Pro | Pro | Pro |
| NRG | Pro | Pro | Pro |
| RL | Pro | Pro | Pro |
See all 6 holdings BCUS shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BCUS or VYM?
BCUS has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, BCUS or VYM?
Over the past year BCUS returned +14.28% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BCUS annualized +15.07% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BCUS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.5% for BCUS. Worst drawdown: BCUS -18.2% vs VYM -58.8%.
Should I hold both BCUS and VYM?
BCUS and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BCUS and VYM?
BCUS and VYM share 6 common holdings with a 7.8% weight overlap. Combined, they hold 582 unique securities.
Which pays a higher dividend, BCUS or VYM?
BCUS yields 0.27% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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