BGB vs VYM
Blackstone Strategic Credit 2027 Term Fund vs Vanguard High Dividend Yield ETF
Which is better, BGB or VYM?
Bank Loan against Large Cap Value.
VYM led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BGB | VYM |
|---|---|---|
| Expense Ratio | - | 0.04% |
| AUM | $528M | $81.6B |
| Dividend Yield | 7.87% | 2.22% |
| Holdings | 616 | 613 |
| YTD Return | -1.34% | +9.59%Best |
| 1Y Return | -1.14% | +13.66%Best |
| 3Y Return (annualized) | +9.15% | +17.87%Best |
| 5Y Return (annualized) | +4.01% | +11.51%Best |
| Volatility (annualized) | 11.8%Best | 13.2% |
| Max Drawdown | -59.1% | -35.7%Best |
| $10,000 over 5 years | $12,172 | $17,241Best |
| Fund Family | The Blackstone Group Inc | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Bank Loan | Large Cap Value |
| Inception | Sep 26, 2012 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2012 to Sep 28, 2026 (14 years).
BGB vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14 years both funds cover.
BGB vs VYM Performance
Blackstone Strategic Credit 2027 Term Fund (BGB) is an ETF from The Blackstone Group Inc and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BGB returned -1.14% while VYM returned +13.66%. Year to date, BGB is down 1.34% versus a gain of 9.59% for VYM.
Over three years, BGB compounded at +9.15% per year against +17.87% for VYM; over five years the annualized figures are +4.01% and +11.51% respectively. Across the full 14-year window we track, VYM has the edge at +9.70% annualized vs -0.91%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 13.2% compared with 11.8% for BGB. 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 -59.1% for BGB and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 359 holdings in BGB and 557 in VYM, totalling 76.5% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 212 days apart, BGB as of Dec 31, 2025 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 359 positions we hold weights for in BGB and 557 in VYM, against full books of 616 and 613.
You are not choosing between two funds in isolation.
Whichever of BGB and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, BGB or VYM?
Over the past year BGB returned -1.14% vs +13.66% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (14 years), BGB annualized -0.91% vs +9.70% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BGB or VYM?
VYM has been the more volatile fund at 13.2% annualized versus 11.8% for BGB. Worst drawdown: BGB -59.1% vs VYM -35.7%.
Should I hold both BGB and VYM?
BGB and VYM have a monthly-return correlation of 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BGB or VYM?
BGB yields 7.87% while VYM yields 2.22%, so BGB currently pays the higher dividend yield.
Is VYM better than BGB?
VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.