BIB vs VYM

BIB vs VYM

Which is better, BIB or VYM?

Trading-Leveraged Equity against Large Cap Value.

VYM has a lower expense ratio. BIB led over 1Y, 3Y and the full window, VYM over 5Y.

Lower Fees: VYMHigher Returns: split

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

MetricBIBVYM
Expense Ratio0.95%0.04%Best
AUM$101M$81.6B
Dividend Yield0.33%2.24%
Holdings261613
YTD Return+50.70%Best+14.82%
1Y Return+111.01%Best+20.84%
3Y Return (annualized)+33.48%Best+18.64%
5Y Return (annualized)+2.61%+12.28%Best
Volatility (annualized)40.5%13.2%Best
Max Drawdown-67.2%-35.7%Best
$10,000 over 5 years$11,375$17,845Best
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
StyleTrading-Leveraged EquityLarge Cap Value
InceptionApr 6, 2010Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 8, 2010 to Sep 4, 2026 (16.4 years).

BIB 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 16.4 years both funds cover.

BIB vs VYM Performance

ProShares Ultra Nasdaq Biotechnology (BIB) is an ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BIB returned +111.01% while VYM returned +20.84%. Year to date, BIB is up 50.70% versus a gain of 14.82% for VYM.

Over three years, BIB compounded at +33.48% per year against +18.64% for VYM; over five years the annualized figures are +2.61% and +12.28% respectively. Across the full 16-year window we track, BIB has the edge at +18.60% annualized vs +10.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIB has been the more volatile fund, with annualized monthly volatility of 40.5% compared with 13.2% for VYM. 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 -67.2% for BIB 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BIB charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, BIB currently yields 0.33% against 2.24% for VYM.

Holdings Overlap

VYM already in BIB1.6%

At least 1.6% of VYM's money is in holdings BIB also owns.

Stated as a floor: for BIB, our book for it covers 60.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and BIB share little of their money.

4 positions in common, counted across the 252 positions we hold weights for in BIB and 603 in VYM, against full books of 261 and 613.

Top Shared Holdings

StockWeight in BIBWeight in VYMDifference
AMGNAmgen Inc.4.24%0.75%3.49%
GILDGilead Sciences3.76%0.65%3.11%
RPRXRoyalty Pharma Plc Cl A0.94%0.10%0.84%
VTRSViatris Inc.0.73%0.08%0.65%

You are not choosing between two funds in isolation.

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

BIBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BIB or VYM?

BIB has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.

Which performed better, BIB or VYM?

Over the past year BIB returned +111.01% vs +20.84% for VYM, so BIB leads on 1-year performance. Over the longest common window we track (16 years), BIB annualized +18.60% vs +10.06% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIB or VYM?

BIB has been the more volatile fund at 40.5% annualized versus 13.2% for VYM. Worst drawdown: BIB -67.2% vs VYM -35.7%.

Should I hold both BIB and VYM?

BIB and VYM have a monthly-return correlation of 0.56, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BIB and VYM?

At least 1.6% of VYM's money is in holdings BIB also owns. Our book for BIB is partial, so the real figure is this or higher. They hold 4 positions in common, counted across the 252 positions we hold weights for in BIB and 603 in VYM.

Which pays a higher dividend, BIB or VYM?

BIB yields 0.33% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than BIB?

VYM has a lower expense ratio. BIB led over 1Y, 3Y and the full window, VYM over 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.