BLUX vs VYM
Bluemonte Dynamic Total Market ETF vs Vanguard High Dividend Yield ETF
Which is better, BLUX or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BLUX led over the full window, VYM over 1Y.
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
| Metric | BLUX | VYM |
|---|---|---|
| Expense Ratio | 0.25% | 0.04%Best |
| AUM | $592M | $81.6B |
| Dividend Yield | 1.08% | 2.24% |
| Holdings | 5 | 613 |
| YTD Return | +16.11%Best | +15.29% |
| 1Y Return | +22.03% | +22.23%Best |
| 3Y Return (annualized) | - | +18.81% |
| 5Y Return (annualized) | - | +12.14% |
| Volatility (annualized) | 11.3% | 8.6%Best |
| Max Drawdown | -9.0% | -6.7%Best |
| $10,000 over 1.2 years | $13,068Best | $12,948 |
| Fund Family | Bluemonte Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 20, 2025 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 23, 2025 to Sep 3, 2026 (1.2 years).
BLUX 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 1.2 years both funds cover.
BLUX vs VYM Performance
Bluemonte Dynamic Total Market ETF (BLUX) is an ETF from Bluemonte Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BLUX returned +22.03% while VYM returned +22.23%. Year to date, BLUX is up 16.11% versus a gain of 15.29% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLUX has been the more volatile fund, with annualized monthly volatility of 11.3% compared with 8.6% 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 -9.0% for BLUX and -6.7% 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLUX charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, BLUX currently yields 1.08% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 4 holdings in BLUX and 603 in VYM, totalling 99.8% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 50 days apart, BLUX as of Aug 19, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 4 positions we hold weights for in BLUX and 603 in VYM, against full books of 5 and 613.
You are not choosing between two funds in isolation.
Whichever of BLUX and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLUX or VYM?
BLUX has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, BLUX or VYM?
Over the past year BLUX returned +22.03% vs +22.23% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BLUX annualized +24.98% vs +24.02% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLUX or VYM?
BLUX has been the more volatile fund at 11.3% annualized versus 8.6% for VYM. Worst drawdown: BLUX -9.0% vs VYM -6.7%.
Should I hold both BLUX and VYM?
BLUX and VYM have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BLUX or VYM?
BLUX yields 1.08% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than BLUX?
VYM has a lower expense ratio. BLUX led over the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.