BLUC vs VYM
Bluemonte Large Cap Core 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 | BLUC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.23% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +12.71% | +15.80% | |
| 1Y Return | +21.73% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 13.7% | 14.6% | |
| Max Drawdown | -10.7% | -58.8% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Nov 10, 2006 |
BLUC vs VYM Performance
Bluemonte Large Cap Core ETF (BLUC) is a ETF from Bluemonte Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BLUC returned +21.73% while VYM returned +26.12%. Year to date, BLUC is up 12.71% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.7% for BLUC. 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 -10.7% for BLUC 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLUC charges 0.23% per year while VYM charges 0.04%. On a $10,000 position that is $23 vs $4 annually, a gap of $19 per year that compounds over a long holding period.
Holdings Overlap
BLUC and VYM share 0 holdings out of 562 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLUC or VYM?
BLUC has an expense ratio of 0.23% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $19 per year of difference.
Which performed better, BLUC or VYM?
Over the past year BLUC returned +21.73% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BLUC annualized +25.03% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BLUC or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.7% for BLUC. Worst drawdown: BLUC -10.7% vs VYM -58.8%.
Should I hold both BLUC and VYM?
BLUC and VYM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLUC and VYM?
BLUC and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
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