BLCV vs VYM
iShares Large Cap Value Active ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BLCV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $337M | $79.0B | |
| Dividend Yield | 1.26% | 2.86% | |
| Holdings | 61 | 568 | |
| YTD Return | +0.62% | +16.10% | |
| 1Y Return | +23.61% | +25.99% | |
| 3Y Return (annualized) | +17.32% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 12.2% | 14.6% | |
| Max Drawdown | -13.4% | -58.8% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 19, 2023 | Nov 10, 2006 |
BLCV vs VYM Performance
iShares Large Cap Value Active ETF (BLCV) is a ETF from BlackRock, Inc. (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BLCV returned +23.61% while VYM returned +25.99%. Year to date, BLCV is up 0.62% versus a gain of 16.10% for VYM.
Over three years, BLCV compounded at +17.32% per year against +18.29% for VYM. Across the full 3-year window we track, BLCV has the edge at +17.32% annualized vs +7.08%. 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 12.2% for BLCV. 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 -13.4% for BLCV 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 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLCV charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, BLCV currently yields 1.26% against 2.86% for VYM.
Holdings Overlap
BLCV and VYM share 27 holdings out of 587 unique holdings combined, representing a 14.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLCV or VYM?
BLCV has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, BLCV or VYM?
Over the past year BLCV returned +23.61% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BLCV annualized +17.32% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, BLCV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.2% for BLCV. Worst drawdown: BLCV -13.4% vs VYM -58.8%.
Should I hold both BLCV and VYM?
BLCV and VYM have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BLCV and VYM?
BLCV and VYM share 27 common holdings with a 14.2% weight overlap. Combined, they hold 587 unique securities.
Which pays a higher dividend, BLCV or VYM?
BLCV yields 1.26% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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