BHYB vs VOO

BHYB vs VOO

Which is better, BHYB or VOO?

High Yield Bond against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricBHYBVOO
Expense Ratio0.20%0.03%Best
AUM$3.1B$997.4B
Dividend Yield6.25%1.04%
Holdings1,468509
YTD Return-1.94%+12.67%Best
1Y Return-0.52%+16.35%Best
3Y Return (annualized)-+22.92%
5Y Return (annualized)-+13.55%
Volatility (annualized)3.8%Best11.8%
Max Drawdown-4.2%Best-18.7%
$10,000 over 2.9 years$11,822$17,607Best
Fund FamilyXtrackers ETFsVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionOct 27, 2023Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 22, 2023 to Sep 28, 2026 (2.9 years).

BHYB vs VOO 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 2.9 years both funds cover.

BHYB vs VOO Performance

Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) is an ETF from Xtrackers ETFs and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BHYB returned -0.52% while VOO returned +16.35%. Year to date, BHYB is down 1.94% versus a gain of 12.67% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.8% compared with 3.8% for BHYB. 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 -4.2% for BHYB and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BHYB charges 0.20% per year while VOO charges 0.03%. On a $10,000 position that is $20 vs $3 annually, a gap of $17 per year that compounds over a long holding period. On income, BHYB currently yields 6.25% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 1,117 holdings in BHYB and 494 in VOO, totalling 71.6% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 1,117 positions we hold weights for in BHYB and 494 in VOO, against full books of 1,468 and 509.

You are not choosing between two funds in isolation.

Whichever of BHYB and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BHYBVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BHYB or VOO?

BHYB has an expense ratio of 0.20% while VOO charges 0.03%. VOO is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, BHYB or VOO?

Over the past year BHYB returned -0.52% vs +16.35% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BHYB or VOO?

VOO has been the more volatile fund at 11.8% annualized versus 3.8% for BHYB. Worst drawdown: BHYB -4.2% vs VOO -18.7%.

Should I hold both BHYB and VOO?

BHYB and VOO have a monthly-return correlation of 0.64, 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, BHYB or VOO?

BHYB yields 6.25% while VOO yields 1.04%, so BHYB currently pays the higher dividend yield.

Is VOO better than BHYB?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.