BKMS vs VYM

BKMS vs VYM

Which is better, BKMS or VYM?

Municipal Bond against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y.

Lower Fees: VYMHigher Returns (1Y): VYM

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

MetricBKMSVYM
Expense Ratio0.35%0.04%Best
AUM$429M$81.6B
Dividend Yield1.36%2.22%
Holdings252613
YTD Return+0.38%+12.29%Best
1Y Return-+16.61%
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Fund FamilyBNY Mellon Investment ManagementVanguard (US)
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Value
InceptionJan 12, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BKMS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BKMS vs VYM Performance

BNY Mellon Municipal Short Duration ETF (BKMS) is an ETF from BNY Mellon Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, BKMS is up 0.38% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

BKMS charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, BKMS currently yields 1.36% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 53 holdings in BKMS and 557 in VYM, totalling 27.5% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 53 positions we hold weights for in BKMS and 557 in VYM, against full books of 252 and 613.

You are not choosing between two funds in isolation.

Whichever of BKMS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BKMSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BKMS or VYM?

BKMS has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option, by $31 a year on a $10,000 investment.

Which pays a higher dividend, BKMS or VYM?

BKMS yields 1.36% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BKMS?

VYM has a lower expense ratio. VYM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.