BKMC vs VYM
BNY Mellon US Mid Cap Core Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, BKMC or VYM?
Mid Cap Blend against Large Cap Value.
VYM led over 1Y, 3Y, 5Y and the full window. BKMC is less concentrated, with 5.2% of the fund in its ten largest positions against 26.1%.
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 | BKMC | VYM |
|---|---|---|
| Expense Ratio | 0.04%Tie | 0.04%Tie |
| AUM | $648M | $81.6B |
| Dividend Yield | 2.03% | 2.22% |
| Holdings | 405 | 613 |
| YTD Return | +7.70% | +11.71%Best |
| 1Y Return | +10.06% | +16.24%Best |
| 3Y Return (annualized) | +14.38% | +17.24%Best |
| 5Y Return (annualized) | +6.81% | +11.86%Best |
| Volatility (annualized) | 17.1% | 13.7%Best |
| Max Drawdown | -25.0% | -15.8%Best |
| $10,000 over 5 years | $13,901 | $17,514Best |
| Top 10 Weight | 5.2%Best | 26.1% |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Apr 7, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 9, 2020 to Sep 16, 2026 (6.4 years).
BKMC 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 6.4 years both funds cover.
BKMC vs VYM Performance
BNY Mellon US Mid Cap Core Equity ETF (BKMC) 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 BKMC returned +10.06% while VYM returned +16.24%. Year to date, BKMC is up 7.70% versus a gain of 11.71% for VYM.
Over three years, BKMC compounded at +14.38% per year against +17.24% for VYM; over five years the annualized figures are +6.81% and +11.86% respectively. Across the full 6-year window we track, VYM has the edge at +14.80% annualized vs +14.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BKMC has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 13.7% 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 -25.0% for BKMC and -15.8% 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BKMC charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, BKMC currently yields 2.03% against 2.22% for VYM.
Holdings Overlap
29.2% of BKMC's money is in holdings VYM also owns. 4.6% of VYM's money is in holdings BKMC also owns.
BKMC and VYM share little of their money.
114 positions in common, counted across the 402 positions we hold weights for in BKMC and 557 in VYM, against full books of 405 and 613.
What only one of them owns
Our book lists 418 positions for VYM that do not appear in our book for BKMC (92.5% of the fund), and 273 for BKMC that do not appear in VYM (67.1%).
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 BKMC | Weight in VYM | Difference |
|---|---|---|---|
| CFCf Industries Holdings Inc. | 0.52% | 0.08% | 0.44% |
| VTRSViatris Inc. | 0.50% | 0.08% | 0.42% |
| SNASnap-On Inc. | 0.49% | 0.08% | 0.41% |
| OVVOvintiv Inc. | 0.47% | 0.07% | 0.40% |
| PRPermian Resource | 0.46% | 0.07% | 0.39% |
| EWBCEast West Bancorp, Inc. | 0.45% | 0.07% | 0.38% |
| CHRWCH Robinson Worldwide | 0.43% | 0.07% | 0.36% |
| GENGen Digital Inc | 0.42% | 0.06% | 0.36% |
| RGAReinsurance Group of America, Incorporated | 0.42% | 0.06% | 0.36% |
| IEXI D E X Corporation | 0.41% | 0.07% | 0.34% |
29.2% of BKMC 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, BKMC or VYM?
BKMC has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.
Which performed better, BKMC or VYM?
Over the past year BKMC returned +10.06% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BKMC annualized +14.45% vs +14.80% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BKMC or VYM?
BKMC has been the more volatile fund at 17.1% annualized versus 13.7% for VYM. Worst drawdown: BKMC -25.0% vs VYM -15.8%.
Should I hold both BKMC and VYM?
BKMC and VYM have a monthly-return correlation of 0.88, 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 BKMC and VYM?
29.2% of BKMC's money is in holdings VYM also owns. 4.6% of VYM's is in holdings BKMC also owns. They hold 114 positions in common, counted across the 402 positions we hold weights for in BKMC and 557 in VYM.
Which pays a higher dividend, BKMC or VYM?
BKMC yields 2.03% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BKMC?
VYM led over 1Y, 3Y, 5Y and the full window. BKMC is less concentrated, with 5.2% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.