BOBP vs VYM

BOBP vs VYM

Which is better, BOBP or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.6%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: 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

MetricBOBPVYM
Expense Ratio0.70%0.04%Best
AUM$2M$81.6B
Dividend Yield2.86%2.22%
Holdings52613
YTD Return+12.55%+13.08%Best
1Y Return+14.81%+17.46%Best
3Y Return (annualized)-+17.73%
5Y Return (annualized)-+12.22%
Volatility (annualized)22.3%8.9%Best
Max Drawdown-16.3%-6.7%Best
$10,000 over 1.3 years$12,327$13,018Best
Top 10 Weight35.6%26.1%Best
Fund FamilyExchange Traded Concepts TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMay 20, 2025Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: May 21, 2025 to Sep 14, 2026 (1.3 years).

BOBP 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 1.3 years both funds cover.

BOBP vs VYM Performance

CORE16 Best of Breed Premier Index ETF (BOBP) is an ETF from Exchange Traded Concepts Trust and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BOBP returned +14.81% while VYM returned +17.46%. Year to date, BOBP is up 12.55% versus a gain of 13.08% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BOBP has been the more volatile fund, with annualized monthly volatility of 22.3% compared with 8.9% 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 -16.3% for BOBP and -6.7% 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 0.43. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BOBP charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, BOBP currently yields 2.86% against 2.22% for VYM.

Holdings Overlap

BOBP already in VYM31.9%
VYM already in BOBP9.8%

31.9% of BOBP's money is in holdings VYM also owns. 9.8% of VYM's money is in holdings BOBP also owns.

The two portfolios partly overlap.

20 positions in common, counted across the 51 positions we hold weights for in BOBP and 557 in VYM, against full books of 52 and 613.

What only one of them owns

Our book lists 509 positions for VYM that do not appear in our book for BOBP (87.5% of the fund), and 28 for BOBP that do not appear in VYM (61.4%).

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

StockWeight in BOBPWeight in VYMDifference
KOCoca Cola Co.2.75%1.38%1.37%
CATCaterpillar, Inc.1.96%1.50%0.46%
MRKMerck & Company Inc2.06%1.31%0.75%
WMWaste Mgmt2.51%0.34%2.17%
MSMorgan Stanley1.74%0.96%0.78%
ADIAnalog Devices, Inc.1.73%0.73%1.00%
CHRWCH Robinson Worldwide2.14%0.07%2.07%
EMREmerson Electric Co.1.81%0.34%1.47%
JCIJohnson Controls Intl Plc1.75%0.36%1.39%
GILDGilead Sciences1.23%0.66%0.57%

31.9% of BOBP 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.

BOBPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BOBP or VYM?

BOBP has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option, by $66 a year on a $10,000 investment.

Which performed better, BOBP or VYM?

Over the past year BOBP returned +14.81% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BOBP annualized +17.46% vs +22.49% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BOBP or VYM?

BOBP has been the more volatile fund at 22.3% annualized versus 8.9% for VYM. Worst drawdown: BOBP -16.3% vs VYM -6.7%.

Should I hold both BOBP and VYM?

BOBP and VYM have a monthly-return correlation of 0.43, 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 BOBP and VYM?

31.9% of BOBP's money is in holdings VYM also owns. 9.8% of VYM's is in holdings BOBP also owns. They hold 20 positions in common, counted across the 51 positions we hold weights for in BOBP and 557 in VYM.

Which pays a higher dividend, BOBP or VYM?

BOBP yields 2.86% while VYM yields 2.22%, so BOBP currently pays the higher dividend yield.

Is VYM better than BOBP?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.