BMDL vs VOO

BMDL vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricBMDLVOOWinner
Expense Ratio0.40%0.03%
AUM$113M$997.4B
Dividend Yield3.96%1.08%
Holdings420509
YTD Return+0.16%+13.73%
1Y Return+5.80%+21.53%
3Y Return (annualized)-+22.60%
5Y Return (annualized)-+13.31%
Volatility (annualized)4.6%14.1%
Max Drawdown-6.3%-34.3%
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 21, 2024Sep 7, 2010

BMDL vs VOO Performance

VictoryShares WestEnd Economic Cycle Bond ETF (BMDL) is a ETF from Victory Capital Management Inc. and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BMDL returned +5.80% while VOO returned +21.53%. Year to date, BMDL is up 0.16% versus a gain of 13.73% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 4.6% for BMDL. 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 -6.3% for BMDL and -34.3% for VOO. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BMDL charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, BMDL currently yields 3.96% against 1.08% for VOO.

Holdings Overlap

0.1%overlap

BMDL and VOO share 2 holdings out of 915 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BMDLWeight in VOODifference
KDP0.13%0.07%0.06%
HUBB0.10%0.04%0.06%

Frequently Asked Questions

Which is cheaper, BMDL or VOO?

BMDL has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, BMDL or VOO?

Over the past year BMDL returned +5.80% vs +21.53% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), BMDL annualized +4.37% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, BMDL or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 4.6% for BMDL. Worst drawdown: BMDL -6.3% vs VOO -34.3%.

Should I hold both BMDL and VOO?

BMDL and VOO have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BMDL and VOO?

BMDL and VOO share 2 common holdings with a 0.1% weight overlap. Combined, they hold 915 unique securities.

Which pays a higher dividend, BMDL or VOO?

BMDL yields 3.96% while VOO yields 1.08%, so BMDL currently pays the higher dividend yield.

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