BILD vs VYM

BILD vs VYM

Which is better, BILD or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.5%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: 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

MetricBILDVYM
Expense Ratio0.49%0.04%Best
AUM$8M$81.6B
Dividend Yield4.77%2.22%
Holdings54613
YTD Return+4.11%+11.35%Best
1Y Return+9.61%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)13.3%10.5%Best
Max Drawdown-17.4%-14.5%Best
$10,000 over 2.8 years$12,463$16,229Best
Top 10 Weight38.5%26.1%Best
Fund FamilyNomura Asset Management Co LtdVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionNov 28, 2023Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 29, 2023 to Sep 18, 2026 (2.8 years).

BILD 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.

BILD vs VYM Performance

Nomura Global Listed Infrastructure ETF (BILD) is an ETF from Nomura Asset Management Co Ltd and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BILD returned +9.61% while VYM returned +15.34%. Year to date, BILD is up 4.11% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BILD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 10.5% 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 -17.4% for BILD 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 0.55. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BILD charges 0.49% per year while VYM charges 0.04%. On a $10,000 position that is $49 vs $4 annually, a gap of $45 per year that compounds over a long holding period. On income, BILD currently yields 4.77% against 2.22% for VYM.

Holdings Overlap

BILD already in VYM27.4%
VYM already in BILD2.6%

27.4% of BILD's money is in holdings VYM also owns. 2.6% of VYM's money is in holdings BILD also owns.

BILD and VYM share little of their money.

13 positions in common, counted across the 46 positions we hold weights for in BILD and 557 in VYM, against full books of 54 and 613.

What only one of them owns

Our book lists 515 positions for VYM that do not appear in our book for BILD (94.5% of the fund), and 5 for BILD that do not appear in VYM (12.7%).

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

StockWeight in BILDWeight in VYMDifference
NEENextera Energy Inc3.14%0.74%2.40%
SRESempra Common Stock3.56%0.24%3.32%
OKEOneok Inc.2.94%0.23%2.71%
CMSCms Energy Corp.2.95%0.09%2.86%
DDominion Energy Inc.2.50%0.25%2.25%
AEPAmerican Electric Power Co Inc2.42%0.28%2.14%
KMIKinder Morgan Inc./de2.24%0.25%1.99%
BKHBlack Hills Corp2.37%0.02%2.35%
XELXcel Energy Inc.1.77%0.20%1.57%
PPLPpl Corp (Utilities)0.98%0.11%0.87%

27.4% of BILD is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BILDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BILD or VYM?

BILD has an expense ratio of 0.49% while VYM charges 0.04%. VYM is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, BILD or VYM?

Over the past year BILD returned +9.61% vs +15.34% 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, BILD or VYM?

BILD has been the more volatile fund at 13.3% annualized versus 10.5% for VYM. Worst drawdown: BILD -17.4% vs VYM -14.5%.

Should I hold both BILD and VYM?

BILD and VYM have a monthly-return correlation of 0.55, 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 BILD and VYM?

27.4% of BILD's money is in holdings VYM also owns. 2.6% of VYM's is in holdings BILD also owns. They hold 13 positions in common, counted across the 46 positions we hold weights for in BILD and 557 in VYM.

Which pays a higher dividend, BILD or VYM?

BILD yields 4.77% while VYM yields 2.22%, so BILD currently pays the higher dividend yield.

Is VYM better than BILD?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.