BIGY vs VYM
YieldMax Target 12 Big 50 Option Income ETF vs Vanguard High Dividend Yield ETF
Which is better, BIGY or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BIGY led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.8%.
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
| Metric | BIGY | VYM |
|---|---|---|
| Expense Ratio | 1.09% | 0.04%Best |
| AUM | $45M | $81.6B |
| Dividend Yield | 11.94% | 2.22% |
| Holdings | 210 | 613 |
| YTD Return | +6.95% | +11.71%Best |
| 1Y Return | +11.64% | +16.24%Best |
| 3Y Return (annualized) | - | +17.24% |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 12.1% | 10.6%Best |
| Max Drawdown | -18.9% | -14.5%Best |
| $10,000 over 1.8 years | $12,712Best | $12,590 |
| Top 10 Weight | 42.8% | 26.1%Best |
| Fund Family | YieldMax ETF | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 20, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Nov 21, 2024 to Sep 16, 2026 (1.8 years).
BIGY 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 1.8 years both funds cover.
BIGY vs VYM Performance
YieldMax Target 12 Big 50 Option Income ETF (BIGY) is an ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BIGY returned +11.64% while VYM returned +16.24%. Year to date, BIGY is up 6.95% versus a gain of 11.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BIGY has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 10.6% 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 -18.9% for BIGY 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 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BIGY charges 1.09% per year while VYM charges 0.04%. On a $10,000 position that is $109 vs $4 annually, a gap of $105 per year that compounds over a long holding period. On income, BIGY currently yields 11.94% against 2.22% for VYM.
Holdings Overlap
41.9% of BIGY's money is in holdings VYM also owns. 42.0% of VYM's money is in holdings BIGY also owns.
The two portfolios partly overlap.
26 positions in common, counted across the 51 positions we hold weights for in BIGY and 557 in VYM, against full books of 210 and 613.
What only one of them owns
Our book lists 502 positions for VYM that do not appear in our book for BIGY (55.0% of the fund), and 25 for BIGY that do not appear in VYM (58.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BIGY | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 3.15% | 7.35% | 4.20% |
| JPMJpmorgan Chase | 3.30% | 3.82% | 0.52% |
| XOMExxon Mobil Corp. | 2.21% | 2.63% | 0.42% |
| JNJJohnson & Johnson - Common | 2.21% | 2.51% | 0.30% |
| BACBank Of America Corp. | 2.22% | 1.66% | 0.56% |
| CATCaterpillar, Inc. | 2.31% | 1.50% | 0.81% |
| CVXChevron Corp | 2.29% | 1.48% | 0.81% |
| TXNTexas Instrument Inc | 2.49% | 1.02% | 1.47% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.33% | 1.86% | 0.53% |
| PMPhilip Morris International Inc. | 1.98% | 1.21% | 0.77% |
42.0% of VYM is already inside BIGY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BIGY or VYM?
BIGY has an expense ratio of 1.09% while VYM charges 0.04%. VYM is the cheaper option, by $105 a year on a $10,000 investment.
Which performed better, BIGY or VYM?
Over the past year BIGY returned +11.64% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BIGY annualized +14.26% vs +13.65% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BIGY or VYM?
BIGY has been the more volatile fund at 12.1% annualized versus 10.6% for VYM. Worst drawdown: BIGY -18.9% vs VYM -14.5%.
Should I hold both BIGY and VYM?
BIGY and VYM have a monthly-return correlation of 0.60, 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 BIGY and VYM?
42.0% of VYM's money is in holdings BIGY also owns. 42.0% of VYM's is in holdings BIGY also owns. They hold 26 positions in common, counted across the 51 positions we hold weights for in BIGY and 557 in VYM.
Which pays a higher dividend, BIGY or VYM?
BIGY yields 11.94% while VYM yields 2.22%, so BIGY currently pays the higher dividend yield.
Is VYM better than BIGY?
VYM has a lower expense ratio. BIGY led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.