BIB vs VYM

BIB vs VYM
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Quick Verdict

VYM has a lower expense ratio. BIB delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: BIBMore Diversified: VYM

Side-by-Side Comparison

MetricBIBVYMWinner
Expense Ratio0.95%0.04%
AUM$88M$81.6B
Dividend Yield0.33%2.24%
Holdings261616
YTD Return+34.21%+16.42%
1Y Return+95.96%+24.22%
3Y Return (annualized)+28.37%+19.03%
5Y Return (annualized)+2.01%+12.21%
Volatility (annualized)40.4%14.6%
Max Drawdown-67.2%-58.8%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionApr 6, 2010Nov 10, 2006

BIB vs VYM Performance

ProShares Ultra Nasdaq Biotechnology (BIB) is a ETF from ProShares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BIB returned +95.96% while VYM returned +24.22%. Year to date, BIB is up 34.21% versus a gain of 16.42% for VYM.

Over three years, BIB compounded at +28.37% per year against +19.03% for VYM; over five years the annualized figures are +2.01% and +12.21% respectively. Across the full 16-year window we track, BIB has the edge at +17.83% annualized vs +7.10%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIB has been the more volatile fund, with annualized monthly volatility of 40.4% compared with 14.6% 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

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

1.6%overlap

BIB and VYM share 4 holdings out of 851 unique holdings combined, representing a 1.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BIBWeight in VYMDifference
AMGN4.24%0.75%3.49%
GILD3.76%0.65%3.11%
RPRX0.94%0.10%0.84%
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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. On a $10,000 investment, that is $91 per year of difference.

Which performed better, BIB or VYM?

Over the past year BIB returned +95.96% vs +24.22% for VYM, so BIB leads on 1-year performance. Over the longest common window we track (16 years), BIB annualized +17.83% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, BIB or VYM?

BIB has been the more volatile fund at 40.4% annualized versus 14.6% for VYM. Worst drawdown: BIB -67.2% vs VYM -58.8%.

Should I hold both BIB and VYM?

BIB and VYM have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BIB and VYM?

BIB and VYM share 4 common holdings with a 1.6% weight overlap. Combined, they hold 851 unique securities.

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.

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