BGX vs VYM
Blackstone Long-Short Credit Income Fund vs Vanguard High Dividend Yield ETF
Which is better, BGX or VYM?
Bank Loan against Large Cap Value.
VYM has a lower expense ratio. 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 | BGX | VYM |
|---|---|---|
| Expense Ratio | 2.77% | 0.04%Best |
| AUM | $156M | $81.6B |
| Dividend Yield | 7.92% | 2.22% |
| Holdings | 592 | 613 |
| YTD Return | -3.53% | +13.15%Best |
| 1Y Return | -7.19% | +17.82%Best |
| 3Y Return (annualized) | +6.59% | +17.99%Best |
| 5Y Return (annualized) | +2.19% | +12.16%Best |
| Volatility (annualized) | 12.9%Tie | 12.9%Tie |
| Max Drawdown | -58.0% | -35.7%Best |
| $10,000 over 5 years | $11,144 | $17,750Best |
| Fund Family | The Blackstone Group Inc | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Bank Loan | Large Cap Value |
| Inception | Jan 27, 2011 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 27, 2011 to Sep 10, 2026 (15.6 years).
BGX 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 15.6 years both funds cover.
BGX vs VYM Performance
Blackstone Long-Short Credit Income Fund (BGX) 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 BGX returned -7.19% while VYM returned +17.82%. Year to date, BGX is down 3.53% versus a gain of 13.15% for VYM.
Over three years, BGX compounded at +6.59% per year against +17.99% for VYM; over five years the annualized figures are +2.19% and +12.16% respectively. Across the full 16-year window we track, VYM has the edge at +9.93% annualized vs -0.91%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BGX and VYM have been equally volatile, both at 12.9% annualized.
The deepest peak-to-trough decline in our data was -58.0% for BGX 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 0.59. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BGX charges 2.77% per year while VYM charges 0.04%. On a $10,000 position that is $277 vs $4 annually, a gap of $273 per year that compounds over a long holding period. On income, BGX currently yields 7.92% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 324 holdings in BGX and 603 in VYM, totalling 59.3% and 99.5% 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 181 days apart, BGX as of Dec 31, 2025 and VYM as of Jun 30, 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 324 positions we hold weights for in BGX and 603 in VYM, against full books of 592 and 613.
You are not choosing between two funds in isolation.
Whichever of BGX 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 is cheaper, BGX or VYM?
BGX has an expense ratio of 2.77% while VYM charges 0.04%. VYM is the cheaper option, by $273 a year on a $10,000 investment.
Which performed better, BGX or VYM?
Over the past year BGX returned -7.19% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (16 years), BGX annualized -0.91% vs +9.93% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BGX or VYM?
BGX and VYM have been equally volatile, both at 12.9% annualized. Worst drawdown: BGX -58.0% vs VYM -35.7%.
Should I hold both BGX and VYM?
BGX and VYM have a monthly-return correlation of 0.59, 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, BGX or VYM?
BGX yields 7.92% while VYM yields 2.22%, so BGX currently pays the higher dividend yield.
Is VYM better than BGX?
VYM has a lower expense ratio. 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.