BPRE vs VYM
BPRE vs VYM
Bluerock Private Real Estate Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BPRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.04% | |
| AUM | $3.2B | $79.0B | |
| Dividend Yield | 3.00% | 2.86% | |
| Holdings | 34 | 568 | |
| YTD Return | -15.73% | +15.80% | |
| 1Y Return | - | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -33.9% | -58.8% | |
| Fund Family | Bluerock Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 16, 2025 | Nov 10, 2006 |
BPRE vs VYM Performance
Bluerock Private Real Estate Fund (BPRE) is a ETF from Bluerock Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BPRE is down 15.73% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -33.9% for BPRE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Holdings Overlap
BPRE and VYM share 0 holdings out of 562 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between BPRE and VYM?
BPRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
Which pays a higher dividend, BPRE or VYM?
BPRE yields 3.00% while VYM yields 2.86%, so BPRE currently pays the higher dividend yield.
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