BDIV vs VYM
AAM Brentview Dividend Growth 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 616 holdings.
Side-by-Side Comparison
| Metric | BDIV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.49% | 0.04% | |
| AUM | $7M | $81.6B | |
| Dividend Yield | 1.05% | 2.24% | |
| Holdings | 38 | 616 | |
| YTD Return | +10.27% | +14.84% | |
| 1Y Return | +16.79% | +20.88% | |
| 3Y Return (annualized) | - | +18.34% | |
| 5Y Return (annualized) | - | +12.04% | |
| Volatility (annualized) | 11.0% | 14.6% | |
| Max Drawdown | -15.0% | -58.8% | |
| Fund Family | Advisors Asset Management, Inc. | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | Nov 10, 2006 |
BDIV vs VYM Performance
AAM Brentview Dividend Growth ETF (BDIV) is a ETF from Advisors Asset Management, Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BDIV returned +16.79% while VYM returned +20.88%. Year to date, BDIV is up 10.27% versus a gain of 14.84% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.0% for BDIV. 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 -15.0% for BDIV 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BDIV charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, BDIV currently yields 1.05% against 2.24% for VYM.
Holdings Overlap
BDIV and VYM share 17 holdings out of 623 unique holdings combined, representing a 18.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDIV or VYM?
BDIV has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, BDIV or VYM?
Over the past year BDIV returned +16.79% vs +20.88% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BDIV annualized +15.78% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, BDIV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.0% for BDIV. Worst drawdown: BDIV -15.0% vs VYM -58.8%.
Should I hold both BDIV and VYM?
BDIV and VYM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BDIV and VYM?
BDIV and VYM share 17 common holdings with a 18.1% weight overlap. Combined, they hold 623 unique securities.
Which pays a higher dividend, BDIV or VYM?
BDIV yields 1.05% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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