BKCG vs VYM
BNY Mellon Concentrated Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BKCG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | $117M | $79.0B | |
| Dividend Yield | 0.79% | 2.86% | |
| Holdings | 29 | 568 | |
| YTD Return | +9.43% | +16.53% | |
| 1Y Return | +15.14% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 13.4% | 14.6% | |
| Max Drawdown | -12.1% | -58.8% | |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2025 | Nov 10, 2006 |
BKCG vs VYM Performance
BNY Mellon Concentrated Growth ETF (BKCG) is a ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BKCG returned +15.14% while VYM returned +25.03%. Year to date, BKCG is up 9.43% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.4% for BKCG. 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 -12.1% for BKCG 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BKCG charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, BKCG currently yields 0.79% against 2.86% for VYM.
Holdings Overlap
BKCG and VYM share 6 holdings out of 579 unique holdings combined, representing a 5.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKCG or VYM?
BKCG has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, BKCG or VYM?
Over the past year BKCG returned +15.14% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BKCG annualized +21.01% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BKCG or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.4% for BKCG. Worst drawdown: BKCG -12.1% vs VYM -58.8%.
Should I hold both BKCG and VYM?
BKCG and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BKCG and VYM?
BKCG and VYM share 6 common holdings with a 5.7% weight overlap. Combined, they hold 579 unique securities.
Which pays a higher dividend, BKCG or VYM?
BKCG yields 0.79% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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