BEEZ vs VYM
Honeytree US Equity 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 | BEEZ | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.64% | 0.04% | |
| AUM | $6M | $79.0B | |
| Dividend Yield | 0.54% | 2.86% | |
| Holdings | 27 | 568 | |
| YTD Return | +8.33% | +16.16% | |
| 1Y Return | +8.80% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 11.9% | 14.6% | |
| Max Drawdown | -18.6% | -58.8% | |
| Fund Family | Honeytree | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 6, 2023 | Nov 10, 2006 |
BEEZ vs VYM Performance
Honeytree US Equity ETF (BEEZ) is a ETF from Honeytree and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BEEZ returned +8.80% while VYM returned +26.05%. Year to date, BEEZ is up 8.33% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.9% for BEEZ. 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 -18.6% for BEEZ 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BEEZ charges 0.64% per year while VYM charges 0.04%. On a $10,000 position that is $64 vs $4 annually, a gap of $60 per year that compounds over a long holding period. On income, BEEZ currently yields 0.54% against 2.86% for VYM.
Holdings Overlap
BEEZ and VYM share 0 holdings out of 563 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, BEEZ or VYM?
BEEZ has an expense ratio of 0.64% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $60 per year of difference.
Which performed better, BEEZ or VYM?
Over the past year BEEZ returned +8.80% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BEEZ annualized +12.53% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, BEEZ or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.9% for BEEZ. Worst drawdown: BEEZ -18.6% vs VYM -58.8%.
Should I hold both BEEZ and VYM?
BEEZ and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BEEZ and VYM?
BEEZ and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.
Which pays a higher dividend, BEEZ or VYM?
BEEZ yields 0.54% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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