BGDV vs VYM

BGDV vs VYM

Which is better, BGDV or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricBGDVVYM
Expense Ratio0.45%0.04%Best
AUM$802M$81.6B
Dividend Yield1.01%2.22%
Holdings54613
YTD Return+11.64%Best+10.96%
1Y Return+14.88%+15.42%Best
3Y Return (annualized)-+17.78%
5Y Return (annualized)-+12.05%
Volatility (annualized)11.3%10.1%Best
Max Drawdown-14.8%-14.5%Best
$10,000 over 1.8 years$12,586$12,748Best
Top 10 Weight35.1%26.1%Best
Fund FamilyBahl & GaynorVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionDec 11, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 12, 2024 to Sep 22, 2026 (1.8 years).

BGDV 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 1.8 years both funds cover.

BGDV vs VYM Performance

Bahl & Gaynor Dividend ETF (BGDV) is an ETF from Bahl & Gaynor and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BGDV returned +14.88% while VYM returned +15.42%. Year to date, BGDV is up 11.64% versus a gain of 10.96% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BGDV has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 10.1% 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 -14.8% for BGDV and -14.5% 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BGDV 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, BGDV currently yields 1.01% against 2.22% for VYM.

Holdings Overlap

BGDV already in VYM53.5%
VYM already in BGDV23.1%

53.5% of BGDV's money is in holdings VYM also owns. 23.1% of VYM's money is in holdings BGDV also owns.

The two portfolios partly overlap.

27 positions in common, counted across the 48 positions we hold weights for in BGDV and 557 in VYM, against full books of 54 and 613.

What only one of them owns

Our book lists 501 positions for VYM that do not appear in our book for BGDV (73.9% of the fund), and 19 for BGDV that do not appear in VYM (39.9%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BGDVWeight in VYMDifference
AVGOBroadcom Inc4.46%7.35%2.89%
JPMJpmorgan Chase2.46%3.82%1.36%
ABBVAbbvie Inc.3.14%1.80%1.34%
UNHUnitedhealth Group Incorporated2.90%1.52%1.38%
VCTRVictory Receivables Corp4.07%0.02%4.05%
WMBWilliams Cos. Inc.2.71%0.35%2.36%
TRGPTarga Resources Corp Preferred2.73%0.23%2.50%
CVXChevron Corp1.21%1.48%0.27%
HDHome Depot Inc/The1.31%1.34%0.03%
NEENextera Energy Inc1.91%0.74%1.17%

53.5% of BGDV is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BGDVVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BGDV or VYM?

BGDV has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, BGDV or VYM?

Over the past year BGDV returned +14.88% vs +15.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BGDV annualized +13.63% vs +14.44% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BGDV or VYM?

BGDV has been the more volatile fund at 11.3% annualized versus 10.1% for VYM. Worst drawdown: BGDV -14.8% vs VYM -14.5%.

Should I hold both BGDV and VYM?

BGDV and VYM have a monthly-return correlation of 0.83, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BGDV and VYM?

53.5% of BGDV's money is in holdings VYM also owns. 23.1% of VYM's is in holdings BGDV also owns. They hold 27 positions in common, counted across the 48 positions we hold weights for in BGDV and 557 in VYM.

Which pays a higher dividend, BGDV or VYM?

BGDV yields 1.01% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BGDV?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.