BDRY vs VYM
BDRY vs VYM
Breakwave Dry Bulk Shipping ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BDRY delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BDRY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.44% | 0.04% | |
| AUM | $28M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 17 | 568 | |
| YTD Return | +62.65% | +15.80% | |
| 1Y Return | +77.55% | +26.12% | |
| 3Y Return (annualized) | +39.52% | +18.25% | |
| 5Y Return (annualized) | -12.25% | +12.51% | |
| Volatility (annualized) | 70.2% | 14.6% | |
| Max Drawdown | -89.2% | -58.8% | |
| Fund Family | ETFMG | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2018 | Nov 10, 2006 |
BDRY vs VYM Performance
Breakwave Dry Bulk Shipping ETF (BDRY) is a ETF from ETFMG and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BDRY returned +77.55% while VYM returned +26.12%. Year to date, BDRY is up 62.65% versus a gain of 15.80% for VYM.
Over three years, BDRY compounded at +39.52% per year against +18.25% for VYM; over five years the annualized figures are -12.25% and +12.51% respectively. Across the full 8-year window we track, VYM has the edge at +7.07% annualized vs -7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BDRY has been the more volatile fund, with annualized monthly volatility of 70.2% compared with 14.6% 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 -89.2% for BDRY 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 0.14. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BDRY charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, BDRY currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
BDRY and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BDRY or VYM?
BDRY has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, BDRY or VYM?
Over the past year BDRY returned +77.55% vs +26.12% for VYM, so BDRY leads on 1-year performance. Over the longest common window we track (8 years), BDRY annualized -7.10% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BDRY or VYM?
BDRY has been the more volatile fund at 70.2% annualized versus 14.6% for VYM. Worst drawdown: BDRY -89.2% vs VYM -58.8%.
Should I hold both BDRY and VYM?
BDRY and VYM have a monthly-return correlation of 0.14, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BDRY and VYM?
BDRY and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, BDRY or VYM?
BDRY yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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