BMED vs VYM
iShares Health Innovation Active ETF vs Vanguard High Dividend Yield ETF
Which is better, BMED or VYM?
All Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BMED led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.4%.
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 | BMED | VYM |
|---|---|---|
| Expense Ratio | 0.55% | 0.04%Best |
| AUM | $14M | $81.6B |
| Dividend Yield | 0.24% | 2.22% |
| Holdings | 61 | 613 |
| YTD Return | +13.16%Best | +10.23% |
| 1Y Return | +30.05%Best | +14.28% |
| 3Y Return (annualized) | +15.09% | +17.50%Best |
| 5Y Return (annualized) | +2.30% | +11.60%Best |
| Volatility (annualized) | 17.1% | 14.0%Best |
| Max Drawdown | -36.4% | -15.8%Best |
| $10,000 over 5 years | $11,204 | $17,311Best |
| Top 10 Weight | 42.4% | 26.1%Best |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Sep 29, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2020 to Sep 23, 2026 (6 years).
BMED 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 6 years both funds cover.
BMED vs VYM Performance
iShares Health Innovation Active ETF (BMED) is an ETF from BlackRock, Inc. (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BMED returned +30.05% while VYM returned +14.28%. Year to date, BMED is up 13.16% versus a gain of 10.23% for VYM.
Over three years, BMED compounded at +15.09% per year against +17.50% for VYM; over five years the annualized figures are +2.30% and +11.60% respectively. Across the full 6-year window we track, VYM has the edge at +14.84% annualized vs +5.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BMED has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 14.0% 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 -36.4% for BMED and -15.8% 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 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BMED charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, BMED currently yields 0.24% against 2.22% for VYM.
Holdings Overlap
24.4% of BMED's money is in holdings VYM also owns. 8.3% of VYM's money is in holdings BMED also owns.
BMED and VYM share little of their money.
7 positions in common, counted across the 53 positions we hold weights for in BMED and 557 in VYM, against full books of 61 and 613.
What only one of them owns
Our book lists 521 positions for VYM that do not appear in our book for BMED (88.7% of the fund), and 36 for BMED that do not appear in VYM (63.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
24.4% of BMED is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BMED or VYM?
BMED has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.
Which performed better, BMED or VYM?
Over the past year BMED returned +30.05% vs +14.28% for VYM, so BMED leads on 1-year performance. Over the longest common window we track (6 years), BMED annualized +5.10% vs +14.84% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BMED or VYM?
BMED has been the more volatile fund at 17.1% annualized versus 14.0% for VYM. Worst drawdown: BMED -36.4% vs VYM -15.8%.
Should I hold both BMED and VYM?
BMED and VYM have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BMED and VYM?
24.4% of BMED's money is in holdings VYM also owns. 8.3% of VYM's is in holdings BMED also owns. They hold 7 positions in common, counted across the 53 positions we hold weights for in BMED and 557 in VYM.
Which pays a higher dividend, BMED or VYM?
BMED yields 0.24% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BMED?
VYM has a lower expense ratio. BMED led over 1Y, VYM over 3Y, 5Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.