BLUX vs VYM
Bluemonte Dynamic Total Market 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 | BLUX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.25% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +17.22% | +16.53% | |
| 1Y Return | +24.52% | +25.03% | |
| 3Y Return (annualized) | - | +18.54% | |
| 5Y Return (annualized) | - | +12.25% | |
| Volatility (annualized) | 11.8% | 14.6% | |
| Max Drawdown | -9.0% | -58.8% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Nov 10, 2006 |
BLUX vs VYM Performance
Bluemonte Dynamic Total Market ETF (BLUX) is a ETF from Bluemonte Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BLUX returned +24.52% while VYM returned +25.03%. Year to date, BLUX is up 17.22% versus a gain of 16.53% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.8% for BLUX. 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 -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 0.74. 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.
Holdings Overlap
BLUX 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, BLUX or VYM?
BLUX has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, BLUX or VYM?
Over the past year BLUX returned +24.52% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BLUX annualized +27.53% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, BLUX or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.8% for BLUX. Worst drawdown: BLUX -9.0% vs VYM -58.8%.
Should I hold both BLUX and VYM?
BLUX and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLUX and VYM?
BLUX and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
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