BEDZ vs VYM
AdvisorShares Hotel 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 | BEDZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.04% | |
| AUM | $3M | $81.6B | |
| Dividend Yield | 2.06% | 2.24% | |
| Holdings | 25 | 616 | |
| YTD Return | +8.75% | +15.60% | |
| 1Y Return | +9.87% | +23.48% | |
| 3Y Return (annualized) | +13.95% | +19.07% | |
| 5Y Return (annualized) | +11.19% | +12.50% | |
| Volatility (annualized) | 22.5% | 14.6% | |
| Max Drawdown | -29.7% | -58.8% | |
| Fund Family | Advisor Shares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 20, 2021 | Nov 10, 2006 |
BEDZ vs VYM Performance
AdvisorShares Hotel ETF (BEDZ) is a ETF from Advisor Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BEDZ returned +9.87% while VYM returned +23.48%. Year to date, BEDZ is up 8.75% versus a gain of 15.60% for VYM.
Over three years, BEDZ compounded at +13.95% per year against +19.07% for VYM; over five years the annualized figures are +11.19% and +12.50% respectively. Across the full 5-year window we track, BEDZ has the edge at +7.93% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BEDZ has been the more volatile fund, with annualized monthly volatility of 22.5% 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 -29.7% for BEDZ 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BEDZ charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, BEDZ currently yields 2.06% against 2.24% for VYM.
Holdings Overlap
BEDZ and VYM share 1 holdings out of 626 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BEDZ | Weight in VYM | Difference |
|---|---|---|---|
| CCL | 4.03% | 0.15% | 3.88% |
Frequently Asked Questions
Which is cheaper, BEDZ or VYM?
BEDZ has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, BEDZ or VYM?
Over the past year BEDZ returned +9.87% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), BEDZ annualized +7.93% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, BEDZ or VYM?
BEDZ has been the more volatile fund at 22.5% annualized versus 14.6% for VYM. Worst drawdown: BEDZ -29.7% vs VYM -58.8%.
Should I hold both BEDZ and VYM?
BEDZ and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEDZ and VYM?
BEDZ and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 626 unique securities.
Which pays a higher dividend, BEDZ or VYM?
BEDZ yields 2.06% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.