BDGS vs VYM
Bridges Capital Tactical 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 | BDGS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.04% | |
| AUM | $42M | $79.0B | |
| Dividend Yield | 0.53% | 2.86% | |
| Holdings | 16 | 568 | |
| YTD Return | +6.50% | +16.16% | |
| 1Y Return | +9.88% | +26.05% | |
| 3Y Return (annualized) | +13.91% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 7.5% | 14.6% | |
| Max Drawdown | -9.1% | -58.8% | |
| Fund Family | Bridges Capital | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 10, 2023 | Nov 10, 2006 |
BDGS vs VYM Performance
Bridges Capital Tactical ETF (BDGS) is a ETF from Bridges Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BDGS returned +9.88% while VYM returned +26.05%. Year to date, BDGS is up 6.50% versus a gain of 16.16% for VYM.
Over three years, BDGS compounded at +13.91% per year against +18.43% for VYM. Across the full 3-year window we track, BDGS has the edge at +13.66% annualized vs +7.09%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.5% for BDGS. 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 -9.1% for BDGS 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BDGS charges 0.87% per year while VYM charges 0.04%. On a $10,000 position that is $87 vs $4 annually, a gap of $83 per year that compounds over a long holding period. On income, BDGS currently yields 0.53% against 2.86% for VYM.
Holdings Overlap
BDGS and VYM share 1 holdings out of 571 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BDGS | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 1.08% | 6.47% | 5.39% |
Frequently Asked Questions
Which is cheaper, BDGS or VYM?
BDGS has an expense ratio of 0.87% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, BDGS or VYM?
Over the past year BDGS returned +9.88% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BDGS annualized +13.66% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, BDGS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 7.5% for BDGS. Worst drawdown: BDGS -9.1% vs VYM -58.8%.
Should I hold both BDGS and VYM?
BDGS and VYM have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDGS and VYM?
BDGS and VYM share 1 common holdings with a 1.1% weight overlap. Combined, they hold 571 unique securities.
Which pays a higher dividend, BDGS or VYM?
BDGS yields 0.53% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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