BOUT vs VYM
CapForce IBD Breakout Opportunities ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BOUT | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.80% | 0.04% | |
| AUM | $16M | $79.0B | |
| Dividend Yield | 0.26% | 2.86% | |
| Holdings | 48 | 568 | |
| YTD Return | +27.15% | +16.10% | |
| 1Y Return | +25.63% | +25.99% | |
| 3Y Return (annualized) | +14.21% | +18.29% | |
| 5Y Return (annualized) | +6.78% | +12.35% | |
| Volatility (annualized) | 21.6% | 14.6% | |
| Max Drawdown | -36.8% | -58.8% | |
| Fund Family | Capital-FORCE ETF | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 12, 2018 | Nov 10, 2006 |
BOUT vs VYM Performance
CapForce IBD Breakout Opportunities ETF (BOUT) is a ETF from Capital-FORCE ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BOUT returned +25.63% while VYM returned +25.99%. Year to date, BOUT is up 27.15% versus a gain of 16.10% for VYM.
Over three years, BOUT compounded at +14.21% per year against +18.29% for VYM; over five years the annualized figures are +6.78% and +12.35% respectively. Across the full 8-year window we track, BOUT has the edge at +8.69% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BOUT has been the more volatile fund, with annualized monthly volatility of 21.6% compared with 14.6% 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 -36.8% for BOUT 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BOUT charges 0.80% per year while VYM charges 0.04%. On a $10,000 position that is $80 vs $4 annually, a gap of $76 per year that compounds over a long holding period. On income, BOUT currently yields 0.26% against 2.86% for VYM.
Holdings Overlap
BOUT and VYM share 15 holdings out of 590 unique holdings combined, representing a 8.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BOUT or VYM?
BOUT has an expense ratio of 0.80% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, BOUT or VYM?
Over the past year BOUT returned +25.63% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), BOUT annualized +8.69% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, BOUT or VYM?
BOUT has been the more volatile fund at 21.6% annualized versus 14.6% for VYM. Worst drawdown: BOUT -36.8% vs VYM -58.8%.
Should I hold both BOUT and VYM?
BOUT and VYM have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BOUT and VYM?
BOUT and VYM share 15 common holdings with a 8.2% weight overlap. Combined, they hold 590 unique securities.
Which pays a higher dividend, BOUT or VYM?
BOUT yields 0.26% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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