BKHY vs VOO

BKHY vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. BKHY offers more diversification with 1,670 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: BKHY

Side-by-Side Comparison

MetricBKHYVOOWinner
Expense Ratio0.22%0.03%
AUM$168M$997.4B
Dividend Yield7.55%1.08%
Holdings1,670509
YTD Return+2.59%+12.68%
1Y Return+5.88%+21.87%
3Y Return (annualized)+8.63%+22.06%
5Y Return (annualized)+3.96%+12.95%
Volatility (annualized)7.1%14.1%
Max Drawdown-15.9%-34.3%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 22, 2020Sep 7, 2010

BKHY vs VOO Performance

BNY Mellon High Yield ETF (BKHY) is a ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BKHY returned +5.88% while VOO returned +21.87%. Year to date, BKHY is up 2.59% versus a gain of 12.68% for VOO.

Over three years, BKHY compounded at +8.63% per year against +22.06% for VOO; over five years the annualized figures are +3.96% and +12.95% respectively. Across the full 6-year window we track, VOO has the edge at +13.47% annualized vs +5.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 7.1% for BKHY. 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 -15.9% for BKHY and -34.3% for VOO. 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKHY charges 0.22% per year while VOO charges 0.03%. On a $10,000 position that is $22 vs $3 annually, a gap of $19 per year that compounds over a long holding period. On income, BKHY currently yields 7.55% against 1.08% for VOO.

Holdings Overlap

0.0%overlap

BKHY and VOO share 0 holdings out of 1564 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, BKHY or VOO?

BKHY has an expense ratio of 0.22% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $19 per year of difference.

Which performed better, BKHY or VOO?

Over the past year BKHY returned +5.88% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), BKHY annualized +5.54% vs +13.47% for VOO. Past performance does not guarantee future results.

Which is riskier, BKHY or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 7.1% for BKHY. Worst drawdown: BKHY -15.9% vs VOO -34.3%.

Should I hold both BKHY and VOO?

BKHY and VOO have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKHY and VOO?

BKHY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 1564 unique securities.

Which pays a higher dividend, BKHY or VOO?

BKHY yields 7.55% while VOO yields 1.08%, so BKHY currently pays the higher dividend yield.

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