BLOK vs VYM

BLOK vs VYM

Which is better, BLOK or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. BLOK led over 3Y and the full window, VYM over 1Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 34.1%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: 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

MetricBLOKVYM
Expense Ratio0.70%0.04%Best
AUM$1.1B$81.6B
Dividend Yield0.82%2.24%
Holdings54613
YTD Return+10.76%+14.33%Best
1Y Return+10.58%+20.01%Best
3Y Return (annualized)+47.15%Best+18.43%
5Y Return (annualized)+8.94%+12.16%Best
Volatility (annualized)40.0%15.1%Best
Max Drawdown-73.3%-35.7%Best
$10,000 over 5 years$15,344$17,750Best
Top 10 Weight34.1%25.9%Best
Fund FamilyAmplify ETFsVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionJan 16, 2018Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Jan 17, 2018 to Sep 8, 2026 (8.6 years).

BLOK 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 8.6 years both funds cover.

BLOK vs VYM Performance

Amplify Blockchain Technology ETF (BLOK) is an ETF from Amplify ETFs and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BLOK returned +10.58% while VYM returned +20.01%. Year to date, BLOK is up 10.76% versus a gain of 14.33% for VYM.

Over three years, BLOK compounded at +47.15% per year against +18.43% for VYM; over five years the annualized figures are +8.94% and +12.16% respectively. Across the full 9-year window we track, BLOK has the edge at +16.58% annualized vs +9.31%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BLOK has been the more volatile fund, with annualized monthly volatility of 40.0% compared with 15.1% 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 -73.3% for BLOK and -35.7% 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 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BLOK charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, BLOK currently yields 0.82% against 2.24% for VYM.

Holdings Overlap

BLOK already in VYM13.8%
VYM already in BLOK9.9%

13.8% of BLOK's money is in holdings VYM also owns. 9.9% of VYM's money is in holdings BLOK also owns.

BLOK and VYM share little of their money.

6 positions in common, counted across the 52 positions we hold weights for in BLOK and 602 in VYM, against full books of 54 and 613.

What only one of them owns

Our book lists 563 positions for VYM that do not appear in our book for BLOK (87.3% of the fund), and 35 for BLOK that do not appear in VYM (66.4%).

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

StockWeight in BLOKWeight in VYMDifference
AVGOBroadcom Inc2.34%7.29%4.95%
DELLDell Technologies Inc.3.63%0.54%3.09%
IBMIntl Business Machines Corp2.57%1.10%1.47%
BLKBlackrock Inc, Class A2.57%0.61%1.96%
CMECme Group Inc.1.43%0.33%1.10%
BRBroadridge Financial Solutions, Inc.1.24%0.07%1.17%

You are not choosing between two funds in isolation.

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

BLOKVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLOK or VYM?

BLOK has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, BLOK or VYM?

Over the past year BLOK returned +10.58% vs +20.01% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), BLOK annualized +16.58% vs +9.31% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BLOK or VYM?

BLOK has been the more volatile fund at 40.0% annualized versus 15.1% for VYM. Worst drawdown: BLOK -73.3% vs VYM -35.7%.

Should I hold both BLOK and VYM?

BLOK and VYM have a monthly-return correlation of 0.56, 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 BLOK and VYM?

13.8% of BLOK's money is in holdings VYM also owns. 9.9% of VYM's is in holdings BLOK also owns. They hold 6 positions in common, counted across the 52 positions we hold weights for in BLOK and 602 in VYM.

Which pays a higher dividend, BLOK or VYM?

BLOK yields 0.82% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than BLOK?

VYM has a lower expense ratio. BLOK led over 3Y and the full window, VYM over 1Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 34.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.