BHDG vs VYM

BHDG vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricBHDGVYMWinner
Expense Ratio0.97%0.04%
AUM$21M$81.6B
Dividend Yield0.00%2.24%
Holdings1616
YTD Return-9.77%+15.60%
1Y Return-+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)-14.6%
Max Drawdown-15.1%-58.8%
Fund FamilyXFundsVanguard (US)
CategoryAlternativeEquity
InceptionMar 17, 2026Nov 10, 2006

BHDG vs VYM Performance

Nicholas Bitcoin Tail ETF (BHDG) is a ETF from XFunds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BHDG is down 9.77% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -15.1% for BHDG and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BHDG charges 0.97% per year while VYM charges 0.04%. On a $10,000 position that is $97 vs $4 annually, a gap of $93 per year that compounds over a long holding period. On income, BHDG currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

BHDG and VYM share 0 holdings out of 604 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BHDG or VYM?

BHDG has an expense ratio of 0.97% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $93 per year of difference.

What is the holdings overlap between BHDG and VYM?

BHDG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 604 unique securities.

Which pays a higher dividend, BHDG or VYM?

BHDG yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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