BLV vs VYM

BLV vs VYM

Which is better, BLV or VYM?

Long Term Bond against Large Cap Value.

BLV has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BLVHigher Returns: 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

MetricBLVVYM
Expense Ratio0.03%Best0.04%
AUM$5.7B$81.6B
Dividend Yield4.95%2.24%
Holdings2,974613
YTD Return-2.02%+14.82%Best
1Y Return-0.68%+20.84%Best
3Y Return (annualized)+2.56%+18.64%Best
5Y Return (annualized)-4.81%+12.28%Best
Volatility (annualized)11.0%Best14.7%
Max Drawdown-40.7%Best-58.8%
$10,000 over 5 years$7,815$17,845Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term BondLarge Cap Value
InceptionApr 3, 2007Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 4, 2026 (19.4 years).

BLV 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 19.4 years both funds cover.

BLV vs VYM Performance

Vanguard Long-Term Bond ETF (BLV) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BLV returned -0.68% while VYM returned +20.84%. Year to date, BLV is down 2.02% versus a gain of 14.82% for VYM.

Over three years, BLV compounded at +2.56% per year against +18.64% for VYM; over five years the annualized figures are -4.81% and +12.28% respectively. Across the full 19-year window we track, VYM has the edge at +6.93% annualized vs +0.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 11.0% for BLV. 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 -40.7% for BLV and -58.8% 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 0.18. They move largely independently of each other.

Fees and Cost Over Time

BLV charges 0.03% per year while VYM charges 0.04%. On a $10,000 position that is $3 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, BLV currently yields 4.95% against 2.24% for VYM.

Holdings Overlap

VYM already in BLV0.7%

At least 0.7% of VYM's money is in holdings BLV also owns.

Stated as a floor: for BLV, our book for it covers 19.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 320 positions we hold weights for in BLV and 603 in VYM, against full books of 2,974 and 613.

Top Shared Holdings

StockWeight in BLVWeight in VYMDifference
UNPUnion Pacific Corp0.01%0.67%0.66%

You are not choosing between two funds in isolation.

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

BLVVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLV or VYM?

BLV has an expense ratio of 0.03% while VYM charges 0.04%. BLV is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, BLV or VYM?

Over the past year BLV returned -0.68% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (19 years), BLV annualized +0.55% vs +6.93% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BLV or VYM?

VYM has been the more volatile fund at 14.7% annualized versus 11.0% for BLV. Worst drawdown: BLV -40.7% vs VYM -58.8%.

Should I hold both BLV and VYM?

BLV and VYM have a monthly-return correlation of 0.18, 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, BLV or VYM?

BLV yields 4.95% while VYM yields 2.24%, so BLV currently pays the higher dividend yield.

Is VYM better than BLV?

BLV has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.