BKHY vs VYM

BKHY vs VYM
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Quick Verdict

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

Lower Fees: VYMHigher Returns: VYMMore Diversified: BKHY

Side-by-Side Comparison

MetricBKHYVYMWinner
Expense Ratio0.22%0.04%
AUM$168M$81.6B
Dividend Yield7.55%2.24%
Holdings1,670616
YTD Return+2.59%+15.34%
1Y Return+5.88%+23.24%
3Y Return (annualized)+8.63%+19.22%
5Y Return (annualized)+3.96%+12.21%
Volatility (annualized)7.1%14.6%
Max Drawdown-15.9%-58.8%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 22, 2020Nov 10, 2006

BKHY vs VYM Performance

BNY Mellon High Yield ETF (BKHY) 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 BKHY returned +5.88% while VYM returned +23.24%. Year to date, BKHY is up 2.59% versus a gain of 15.34% for VYM.

Over three years, BKHY compounded at +8.63% per year against +19.22% for VYM; over five years the annualized figures are +3.96% and +12.21% respectively. Across the full 6-year window we track, VYM has the edge at +7.04% annualized vs +5.54%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.74. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BKHY charges 0.22% per year while VYM charges 0.04%. On a $10,000 position that is $22 vs $4 annually, a gap of $18 per year that compounds over a long holding period. On income, BKHY currently yields 7.55% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

BKHY and VYM share 2 holdings out of 1660 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BKHYWeight in VYMDifference
PFSI 4.25 02/15/29 10.08%0.01%0.07%
MTCHII 5 12/15/27 140.03%0.04%0.01%

Frequently Asked Questions

Which is cheaper, BKHY or VYM?

BKHY has an expense ratio of 0.22% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, BKHY or VYM?

Over the past year BKHY returned +5.88% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BKHY annualized +5.54% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, BKHY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.1% for BKHY. Worst drawdown: BKHY -15.9% vs VYM -58.8%.

Should I hold both BKHY and VYM?

BKHY and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKHY and VYM?

BKHY and VYM share 2 common holdings with a 0.0% weight overlap. Combined, they hold 1660 unique securities.

Which pays a higher dividend, BKHY or VYM?

BKHY yields 7.55% while VYM yields 2.24%, so BKHY currently pays the higher dividend yield.

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