BRKW vs VYM
Roundhill BRKB WeeklyPay 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 | BRKW | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.04% | |
| AUM | $15M | $79.0B | |
| Dividend Yield | 24.79% | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | -5.49% | +16.78% | |
| 1Y Return | -2.70% | +24.43% | |
| 3Y Return (annualized) | - | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 17.0% | 14.6% | |
| Max Drawdown | -14.5% | -58.8% | |
| Fund Family | Roundhill Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 18, 2025 | Nov 10, 2006 |
BRKW vs VYM Performance
Roundhill BRKB WeeklyPay ETF (BRKW) is a ETF from Roundhill Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BRKW returned -2.70% while VYM returned +24.43%. Year to date, BRKW is down 5.49% versus a gain of 16.78% for VYM.
Risk: Volatility and Drawdowns
BRKW has been the more volatile fund, with annualized monthly volatility of 17.0% 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 -14.5% for BRKW 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BRKW charges 0.99% per year while VYM charges 0.04%. On a $10,000 position that is $99 vs $4 annually, a gap of $95 per year that compounds over a long holding period. On income, BRKW currently yields 24.79% against 2.86% for VYM.
Holdings Overlap
BRKW and VYM share 0 holdings out of 560 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, BRKW or VYM?
BRKW has an expense ratio of 0.99% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $95 per year of difference.
Which performed better, BRKW or VYM?
Over the past year BRKW returned -2.70% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized -3.52% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, BRKW or VYM?
BRKW has been the more volatile fund at 17.0% annualized versus 14.6% for VYM. Worst drawdown: BRKW -14.5% vs VYM -58.8%.
Should I hold both BRKW and VYM?
BRKW and VYM have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BRKW and VYM?
BRKW and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 560 unique securities.
Which pays a higher dividend, BRKW or VYM?
BRKW yields 24.79% while VYM yields 2.86%, so BRKW currently pays the higher dividend yield.
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