BRAZ vs VYM

BRAZ vs VYM

Which is better, BRAZ or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. BRAZ led over 1Y, VYM over 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 70.6%.

Lower Fees: VYMHigher Returns: splitLess 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

MetricBRAZVYM
Expense Ratio0.75%0.04%Best
AUM$10M$81.6B
Dividend Yield2.57%2.24%
Holdings28613
YTD Return+18.37%Best+14.82%
1Y Return+34.88%Best+20.84%
3Y Return (annualized)+11.76%+18.64%Best
5Y Return (annualized)-+12.28%
Volatility (annualized)23.0%10.8%Best
Max Drawdown-31.0%-14.5%Best
$10,000 over 3 years$14,261$16,573Best
Top 10 Weight70.6%25.9%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionAug 16, 2023Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Aug 18, 2023 to Sep 4, 2026 (3 years).

BRAZ 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 3 years both funds cover.

BRAZ vs VYM Performance

Global X Brazil Active ETF (BRAZ) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BRAZ returned +34.88% while VYM returned +20.84%. Year to date, BRAZ is up 18.37% versus a gain of 14.82% for VYM.

Over three years, BRAZ compounded at +11.76% per year against +18.64% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BRAZ has been the more volatile fund, with annualized monthly volatility of 23.0% compared with 10.8% 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 -31.0% for BRAZ and -14.5% 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 0.44. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BRAZ charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, BRAZ currently yields 2.57% against 2.24% for VYM.

Holdings Overlap

We hold position weights for 25 holdings in BRAZ and 603 in VYM, totalling 98.0% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 25 positions we hold weights for in BRAZ and 603 in VYM, against full books of 28 and 613.

What only one of them owns

Our book lists 570 positions for VYM that do not appear in our book for BRAZ (97.4% of the fund), and 3 for BRAZ that do not appear in VYM (20.4%).

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.

You are not choosing between two funds in isolation.

Whichever of BRAZ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BRAZVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BRAZ or VYM?

BRAZ has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option, by $71 a year on a $10,000 investment.

Which performed better, BRAZ or VYM?

Over the past year BRAZ returned +34.88% vs +20.84% for VYM, so BRAZ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BRAZ or VYM?

BRAZ has been the more volatile fund at 23.0% annualized versus 10.8% for VYM. Worst drawdown: BRAZ -31.0% vs VYM -14.5%.

Should I hold both BRAZ and VYM?

BRAZ and VYM have a monthly-return correlation of 0.44, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BRAZ or VYM?

BRAZ yields 2.57% while VYM yields 2.24%, so BRAZ currently pays the higher dividend yield.

Is VYM better than BRAZ?

VYM has a lower expense ratio. BRAZ led over 1Y, VYM over 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 70.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.