BKMC vs VYM

Quick Verdict

VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: TiedHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBKMCVYMWinner
Expense Ratio0.04%0.04%
AUM$655M$79.0B
Dividend Yield0.45%2.86%
Holdings403568
YTD Return-62.10%+16.10%
1Y Return-58.98%+25.99%
3Y Return (annualized)-19.96%+18.29%
5Y Return (annualized)-13.21%+12.35%
Volatility (annualized)32.3%14.6%
Max Drawdown-67.7%-58.8%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionApr 7, 2020Nov 10, 2006

BKMC vs VYM Performance

BNY Mellon US Mid Cap Core Equity ETF (BKMC) 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 BKMC returned -58.98% while VYM returned +25.99%. Year to date, BKMC is down 62.10% versus a gain of 16.10% for VYM.

Over three years, BKMC compounded at -19.96% per year against +18.29% for VYM; over five years the annualized figures are -13.21% and +12.35% respectively. Across the full 6-year window we track, VYM has the edge at +7.08% annualized vs -2.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BKMC has been the more volatile fund, with annualized monthly volatility of 32.3% compared with 14.6% 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 -67.7% for BKMC 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 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

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 0.45% against 2.86% for VYM.

Holdings Overlap

4.3%overlap

BKMC and VYM share 102 holdings out of 857 unique holdings combined, representing a 4.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BKMCWeight in VYMDifference
NVT:LN0.70%0.08%0.62%
ALB0.60%0.09%0.51%
CHRW0.50%0.10%0.40%
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Frequently Asked Questions

Which is cheaper, BKMC or VYM?

BKMC has an expense ratio of 0.04% while VYM charges 0.04%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, BKMC or VYM?

Over the past year BKMC returned -58.98% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BKMC annualized -2.74% vs +7.08% for VYM. Past performance does not guarantee future results.

Which is riskier, BKMC or VYM?

BKMC has been the more volatile fund at 32.3% annualized versus 14.6% for VYM. Worst drawdown: BKMC -67.7% vs VYM -58.8%.

Should I hold both BKMC and VYM?

BKMC and VYM have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BKMC and VYM?

BKMC and VYM share 102 common holdings with a 4.3% weight overlap. Combined, they hold 857 unique securities.

Which pays a higher dividend, BKMC or VYM?

BKMC yields 0.45% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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