BFIX 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

MetricBFIXVYMWinner
Expense Ratio0.45%0.04%
AUM$14M$79.0B
Dividend Yield3.88%2.86%
Holdings116568
YTD Return+0.69%+15.80%
1Y Return+2.92%+26.12%
3Y Return (annualized)+7.29%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)3.7%14.6%
Max Drawdown-8.0%-58.8%
Fund FamilyBUILD FUNDS TRUSTVanguard (US)
CategoryFixed IncomeEquity
InceptionFeb 9, 2022Nov 10, 2006

BFIX vs VYM Performance

Build Bond Innovation ETF (BFIX) is a ETF from BUILD FUNDS TRUST and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BFIX returned +2.92% while VYM returned +26.12%. Year to date, BFIX is up 0.69% versus a gain of 15.80% for VYM.

Over three years, BFIX compounded at +7.29% per year against +18.25% for VYM. Across the full 5-year window we track, VYM has the edge at +7.07% annualized vs +3.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 3.7% for BFIX. 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 -8.0% for BFIX 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BFIX charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, BFIX currently yields 3.88% against 2.86% for VYM.

Holdings Overlap

0.5%overlap

BFIX and VYM share 1 holdings out of 640 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BFIXWeight in VYMDifference
SO0.89%0.47%0.42%

Frequently Asked Questions

Which is cheaper, BFIX or VYM?

BFIX has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, BFIX or VYM?

Over the past year BFIX returned +2.92% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), BFIX annualized +3.74% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, BFIX or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 3.7% for BFIX. Worst drawdown: BFIX -8.0% vs VYM -58.8%.

Should I hold both BFIX and VYM?

BFIX and VYM have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BFIX and VYM?

BFIX and VYM share 1 common holdings with a 0.5% weight overlap. Combined, they hold 640 unique securities.

Which pays a higher dividend, BFIX or VYM?

BFIX yields 3.88% while VYM yields 2.86%, so BFIX currently pays the higher dividend yield.

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