BKCG vs VYM
BNY Mellon Concentrated Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, BKCG or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BKCG led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 57.0%.
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 | BKCG | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $121M | $83.1B |
| Dividend Yield | 0.59% | 2.22% |
| Holdings | 30 | 608 |
| YTD Return | +9.68% | +10.00%Best |
| 1Y Return | +11.51% | +13.75%Best |
| 3Y Return (annualized) | - | +18.81% |
| 5Y Return (annualized) | - | +11.63% |
| Volatility (annualized) | 12.6% | 10.3%Best |
| Max Drawdown | -12.1% | -11.3%Best |
| $10,000 over 1.5 years | $12,993Best | $12,576 |
| Top 10 Weight | 57.0% | 26.1%Best |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Mar 31, 2025 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Mar 31, 2025 to Oct 2, 2026 (1.5 years).
BKCG 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 1.5 years both funds cover.
BKCG vs VYM Performance
BNY Mellon Concentrated Growth ETF (BKCG) is an ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BKCG returned +11.51% while VYM returned +13.75%. Year to date, BKCG is up 9.68% versus a gain of 10.00% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKCG has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 10.3% 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 -12.1% for BKCG and -11.3% 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 0.57. They move together some of the time, and apart the rest.
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 0.59% against 2.22% for VYM.
Holdings Overlap
25.6% of BKCG's money is in holdings VYM also owns. 17.5% of VYM's money is in holdings BKCG also owns.
BKCG and VYM share little of their money.
10 positions in common, counted across the 28 positions we hold weights for in BKCG and 557 in VYM, against full books of 30 and 608.
What only one of them owns
Our book lists 518 positions for VYM that do not appear in our book for BKCG (79.6% of the fund), and 16 for BKCG that do not appear in VYM (65.9%).
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 BKCG | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.60% | 7.35% | 4.75% |
| PMPhilip Morris International Inc. | 3.14% | 1.21% | 1.93% |
| ABBVAbbvie Inc. | 2.12% | 1.80% | 0.32% |
| ETNEaton Corp Plc | 3.11% | 0.65% | 2.46% |
| CATCaterpillar, Inc. | 2.22% | 1.50% | 0.72% |
| BLKBlackrock Funding Inc/De | 3.02% | 0.68% | 2.34% |
| TXNTexas Instrument Inc | 2.46% | 1.02% | 1.44% |
| UNHUnitedhealth Group Incorporated | 1.92% | 1.52% | 0.40% |
| BXBlackstone Group Inc. Class A | 3.03% | 0.39% | 2.64% |
| HDHome Depot Inc/The | 1.93% | 1.34% | 0.59% |
25.6% of BKCG 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.
Free for up to 10 holdings. No account needed.
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, by $46 a year on a $10,000 investment.
Which performed better, BKCG or VYM?
Over the past year BKCG returned +11.51% vs +13.75% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BKCG annualized +19.07% vs +16.51% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKCG or VYM?
BKCG has been the more volatile fund at 12.6% annualized versus 10.3% for VYM. Worst drawdown: BKCG -12.1% vs VYM -11.3%.
Should I hold both BKCG and VYM?
BKCG and VYM have a monthly-return correlation of 0.57, 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 BKCG and VYM?
25.6% of BKCG's money is in holdings VYM also owns. 17.5% of VYM's is in holdings BKCG also owns. They hold 10 positions in common, counted across the 28 positions we hold weights for in BKCG and 557 in VYM.
Which pays a higher dividend, BKCG or VYM?
BKCG yields 0.59% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BKCG?
VYM has a lower expense ratio. BKCG led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 57.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.