BEGS vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBEGSVYMWinner
Expense Ratio0.99%0.04%
AUM$3M$79.0B
Dividend Yield89.72%2.86%
Holdings6568
YTD Return-38.06%+16.16%
1Y Return-37.17%+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)45.0%14.6%
Max Drawdown-60.2%-58.8%
Fund FamilyRareview CapitalVanguard (US)
CategoryAlternativeEquity
InceptionFeb 4, 2025Nov 10, 2006

BEGS vs VYM Performance

Rareview 2x Bull Cryptocurrency & Precious Metals ETF (BEGS) is a ETF from Rareview Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BEGS returned -37.17% while VYM returned +26.05%. Year to date, BEGS is down 38.06% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

BEGS has been the more volatile fund, with annualized monthly volatility of 45.0% 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 -60.2% for BEGS 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 0.18. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BEGS 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, BEGS currently yields 89.72% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

BEGS 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, BEGS or VYM?

BEGS 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, BEGS or VYM?

Over the past year BEGS returned -37.17% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BEGS annualized -6.99% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, BEGS or VYM?

BEGS has been the more volatile fund at 45.0% annualized versus 14.6% for VYM. Worst drawdown: BEGS -60.2% vs VYM -58.8%.

Should I hold both BEGS and VYM?

BEGS and VYM have a monthly-return correlation of 0.18, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BEGS and VYM?

BEGS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.

Which pays a higher dividend, BEGS or VYM?

BEGS yields 89.72% while VYM yields 2.86%, so BEGS currently pays the higher dividend yield.

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