BETE vs VYM

BETE vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBETEVYMWinner
Expense Ratio0.95%0.04%
AUM$7M$81.6B
Dividend Yield79.50%2.24%
Holdings3616
YTD Return-36.51%+16.42%
1Y Return-54.83%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)59.3%14.6%
Max Drawdown-61.8%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionOct 2, 2023Nov 10, 2006

BETE vs VYM Performance

ProShares Bitcoin & Ether Equal Weight ETF (BETE) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BETE returned -54.83% while VYM returned +24.22%. Year to date, BETE is down 36.51% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

BETE has been the more volatile fund, with annualized monthly volatility of 59.3% 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 -61.8% for BETE 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BETE charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, BETE currently yields 79.50% against 2.24% for VYM.

Frequently Asked Questions

Which is cheaper, BETE or VYM?

BETE has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

Which performed better, BETE or VYM?

Over the past year BETE returned -54.83% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BETE annualized +11.30% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, BETE or VYM?

BETE has been the more volatile fund at 59.3% annualized versus 14.6% for VYM. Worst drawdown: BETE -61.8% vs VYM -58.8%.

Should I hold both BETE and VYM?

BETE and VYM have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, BETE or VYM?

BETE yields 79.50% while VYM yields 2.24%, so BETE currently pays the higher dividend yield.

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