BMDL vs VYM

BMDL vs VYM
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBMDLVYMWinner
Expense Ratio0.40%0.04%
AUM$113M$81.6B
Dividend Yield3.96%2.24%
Holdings420616
YTD Return+0.16%+16.42%
1Y Return+5.80%+24.22%
3Y Return (annualized)-+19.03%
5Y Return (annualized)-+12.21%
Volatility (annualized)4.6%14.6%
Max Drawdown-6.3%-58.8%
Fund FamilyVictory Capital Management Inc.Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 21, 2024Nov 10, 2006

BMDL vs VYM Performance

VictoryShares WestEnd Economic Cycle Bond ETF (BMDL) is a ETF from Victory Capital Management Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BMDL returned +5.80% while VYM returned +24.22%. Year to date, BMDL is up 0.16% versus a gain of 16.42% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BMDL charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, BMDL currently yields 3.96% against 2.24% for VYM.

Holdings Overlap

0.2%overlap

BMDL and VYM share 2 holdings out of 1013 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BMDLWeight in VYMDifference
KDP0.13%0.18%0.05%
HUBB0.10%0.11%0.01%

Frequently Asked Questions

Which is cheaper, BMDL or VYM?

BMDL has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, BMDL or VYM?

Over the past year BMDL returned +5.80% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BMDL annualized +4.37% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, BMDL or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.6% for BMDL. Worst drawdown: BMDL -6.3% vs VYM -58.8%.

Should I hold both BMDL and VYM?

BMDL and VYM have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BMDL and VYM?

BMDL and VYM share 2 common holdings with a 0.2% weight overlap. Combined, they hold 1013 unique securities.

Which pays a higher dividend, BMDL or VYM?

BMDL yields 3.96% while VYM yields 2.24%, so BMDL currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free