BDYN vs VYM

BDYN vs VYM

Which is better, BDYN or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.2%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricBDYNVYM
Expense Ratio0.40%0.04%Best
AUM$3.1B$81.6B
Dividend Yield1.99%2.22%
Holdings408613
YTD Return+8.30%+11.35%Best
1Y Return+12.61%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)12.8%10.3%Best
Max Drawdown-10.8%-6.7%Best
$10,000 over 1 years$11,266$11,554Best
Top 10 Weight30.2%26.1%Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionSep 12, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1 years row, are measured over the window both funds cover: Sep 15, 2025 to Sep 18, 2026 (1 years).

BDYN 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 1 years both funds cover.

BDYN vs VYM Performance

iShares Dynamic Equity Active ETF (BDYN) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BDYN returned +12.61% while VYM returned +15.34%. Year to date, BDYN is up 8.30% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BDYN has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 10.3% 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 -10.8% for BDYN and -6.7% 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 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BDYN charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, BDYN currently yields 1.99% against 2.22% for VYM.

Holdings Overlap

BDYN already in VYM23.9%
VYM already in BDYN42.2%

23.9% of BDYN's money is in holdings VYM also owns. 42.2% of VYM's money is in holdings BDYN also owns.

The two portfolios partly overlap.

40 positions in common, counted across the 246 positions we hold weights for in BDYN and 557 in VYM, against full books of 408 and 613.

What only one of them owns

Our book lists 488 positions for VYM that do not appear in our book for BDYN (54.9% of the fund), and 141 for BDYN that do not appear in VYM (62.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BDYNWeight in VYMDifference
AVGOBroadcom Inc2.13%7.35%5.22%
JPMJpmorgan Chase0.85%3.82%2.97%
XOMExxon Mobil Corp.1.06%2.63%1.57%
JNJJohnson & Johnson - Common1.01%2.51%1.50%
BACBank of America Corp.: Financials1.46%1.66%0.20%
ABBVAbbvie Inc.0.99%1.80%0.81%
CSCOCisco Systems Inc. - Ordinary Shares0.82%1.86%1.04%
GSGoldman Sachs Group Inc/The1.02%1.13%0.11%
UNHUnitedhealth Group Incorporated0.61%1.52%0.91%
CATCaterpillar, Inc.0.60%1.50%0.90%

42.2% of VYM is already inside BDYN.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BDYNVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BDYN or VYM?

BDYN has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, BDYN or VYM?

Over the past year BDYN returned +12.61% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BDYN annualized +12.66% vs +15.54% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BDYN or VYM?

BDYN has been the more volatile fund at 12.8% annualized versus 10.3% for VYM. Worst drawdown: BDYN -10.8% vs VYM -6.7%.

Should I hold both BDYN and VYM?

BDYN and VYM have a monthly-return correlation of 0.67, 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 BDYN and VYM?

42.2% of VYM's money is in holdings BDYN also owns. 42.2% of VYM's is in holdings BDYN also owns. They hold 40 positions in common, counted across the 246 positions we hold weights for in BDYN and 557 in VYM.

Which pays a higher dividend, BDYN or VYM?

BDYN yields 1.99% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BDYN?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 30.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.