BKFI vs VYM

BKFI vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBKFIVYMWinner
Expense Ratio0.40%0.04%
AUM$250M$81.6B
Dividend Yield2.16%2.24%
Holdings249616
YTD Return-0.17%+14.95%
1Y Return-+21.14%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+12.00%
Volatility (annualized)-14.6%
Max Drawdown-3.1%-58.8%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionJan 12, 2026Nov 10, 2006

BKFI vs VYM Performance

BNY Mellon Active Core Bond ETF (BKFI) is a ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BKFI is down 0.17% versus a gain of 14.95% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -3.1% for BKFI and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BKFI charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, BKFI currently yields 2.16% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

BKFI and VYM share 0 holdings out of 679 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BKFI or VYM?

BKFI has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

What is the holdings overlap between BKFI and VYM?

BKFI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 679 unique securities.

Which pays a higher dividend, BKFI or VYM?

BKFI yields 2.16% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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