BPH vs VYM
BPH vs VYM
BP P.L.C. ADRhedged 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 | BPH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.19% | 0.04% | |
| AUM | $2M | $79.0B | |
| Dividend Yield | 2.70% | 2.86% | |
| Holdings | 2 | 568 | |
| YTD Return | +17.47% | +15.80% | |
| 1Y Return | +25.57% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 35.4% | 14.6% | |
| Max Drawdown | -26.3% | -58.8% | |
| Fund Family | ADRH | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 3, 2025 | Nov 10, 2006 |
BPH vs VYM Performance
BP P.L.C. ADRhedged (BPH) is a ETF from ADRH and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BPH returned +25.57% while VYM returned +26.12%. Year to date, BPH is up 17.47% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
BPH has been the more volatile fund, with annualized monthly volatility of 35.4% 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 -26.3% for BPH 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BPH charges 0.19% per year while VYM charges 0.04%. On a $10,000 position that is $19 vs $4 annually, a gap of $15 per year that compounds over a long holding period. On income, BPH currently yields 2.70% against 2.86% for VYM.
Holdings Overlap
BPH and VYM share 0 holdings out of 559 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BPH or VYM?
BPH has an expense ratio of 0.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $15 per year of difference.
Which performed better, BPH or VYM?
Over the past year BPH returned +25.57% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BPH annualized +17.33% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BPH or VYM?
BPH has been the more volatile fund at 35.4% annualized versus 14.6% for VYM. Worst drawdown: BPH -26.3% vs VYM -58.8%.
Should I hold both BPH and VYM?
BPH and VYM have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BPH and VYM?
BPH and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, BPH or VYM?
BPH yields 2.70% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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