BGIG vs VYM
Bahl & Gaynor Income Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | BGIG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $2.2B | $81.6B | |
| Dividend Yield | 1.83% | 2.24% | |
| Holdings | 55 | 613 | |
| YTD Return | +13.74% | +14.18% | |
| 1Y Return | +18.78% | +20.67% | |
| 3Y Return (annualized) | +16.44% | +18.47% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 8.9% | 14.5% | |
| Max Drawdown | -13.2% | -58.8% | |
| Fund Family | Bahl & Gaynor | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 14, 2023 | Nov 10, 2006 |
BGIG vs VYM Performance
Bahl & Gaynor Income Growth ETF (BGIG) is a ETF from Bahl & Gaynor and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BGIG returned +18.78% while VYM returned +20.67%. Year to date, BGIG is up 13.74% versus a gain of 14.18% for VYM.
Over three years, BGIG compounded at +16.44% per year against +18.47% for VYM. Across the full 3-year window we track, BGIG has the edge at +16.44% annualized vs +6.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 8.9% for BGIG. 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 -13.2% for BGIG 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BGIG 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, BGIG currently yields 1.83% against 2.24% for VYM.
Holdings Overlap
BGIG and VYM share 39 holdings out of 615 unique holdings combined, representing a 31.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BGIG or VYM?
BGIG 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, BGIG or VYM?
Over the past year BGIG returned +18.78% vs +20.67% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BGIG annualized +16.44% vs +6.97% for VYM. Past performance does not guarantee future results.
Which is riskier, BGIG or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 8.9% for BGIG. Worst drawdown: BGIG -13.2% vs VYM -58.8%.
Should I hold both BGIG and VYM?
BGIG and VYM have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BGIG and VYM?
BGIG and VYM share 39 common holdings with a 31.4% weight overlap. Combined, they hold 615 unique securities.
Which pays a higher dividend, BGIG or VYM?
BGIG yields 1.83% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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