BHYB vs VYM

BHYB vs VYM

Which is better, BHYB or VYM?

High Yield Bond against Large Cap Value.

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

Lower Fees: VYMHigher Returns: 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

MetricBHYBVYM
Expense Ratio0.20%0.04%Best
AUM$3.0B$81.6B
Dividend Yield6.34%2.24%
Holdings1,468613
YTD Return+0.08%+14.82%Best
1Y Return+2.38%+20.84%Best
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Volatility (annualized)3.4%Best10.2%
Max Drawdown-4.2%Best-14.5%
$10,000 over 2.8 years$12,045$16,821Best
Fund FamilyXtrackers ETFsVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Value
InceptionOct 27, 2023Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 22, 2023 to Sep 4, 2026 (2.8 years).

BHYB 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 2.8 years both funds cover.

BHYB vs VYM Performance

Xtrackers USD High Yield BB-B ex Financials ETF (BHYB) is an ETF from Xtrackers ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BHYB returned +2.38% while VYM returned +20.84%. Year to date, BHYB is up 0.08% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.2% compared with 3.4% 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 -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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BHYB charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, BHYB currently yields 6.34% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 1,134 holdings in BHYB and 603 in VYM, totalling 72.4% and 99.5% of the two funds. That is not enough of BHYB to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 1,134 positions we hold weights for in BHYB and 603 in VYM, against full books of 1,468 and 613.

Top Shared Holdings

StockWeight in BHYBWeight in VYMDifference
MTCHII 5 12/15/27 14Match Group Inc0.05%0.04%0.01%

You are not choosing between two funds in isolation.

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

BHYBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BHYB or VYM?

BHYB has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option, by $16 a year on a $10,000 investment.

Which performed better, BHYB or VYM?

Over the past year BHYB returned +2.38% vs +20.84% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BHYB or VYM?

VYM has been the more volatile fund at 10.2% annualized versus 3.4% for BHYB. Worst drawdown: BHYB -4.2% vs VYM -14.5%.

Should I hold both BHYB and VYM?

BHYB and VYM have a monthly-return correlation of 0.78, 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 VYM?

BHYB yields 6.34% while VYM yields 2.24%, so BHYB currently pays the higher dividend yield.

Is VYM better than BHYB?

VYM has a lower expense ratio. VYM 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.