BSCP vs VYM

BSCP vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBSCPVYMWinner
Expense Ratio0.10%0.04%
AUM$1.9B$81.6B
Dividend Yield3.83%2.24%
Holdings50616
YTD Return+0.07%+15.60%
1Y Return-0.07%+23.48%
3Y Return (annualized)+0.83%+19.07%
5Y Return (annualized)-1.74%+12.50%
Volatility (annualized)4.1%14.6%
Max Drawdown-15.5%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionOct 7, 2015Nov 10, 2006

BSCP vs VYM Performance

Invesco BulletShares 2025 Corporate Bond ETF (BSCP) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BSCP returned -0.07% while VYM returned +23.48%. Year to date, BSCP is up 0.07% versus a gain of 15.60% for VYM.

Over three years, BSCP compounded at +0.83% per year against +19.07% for VYM; over five years the annualized figures are -1.74% and +12.50% respectively. Across the full 10-year window we track, VYM has the edge at +7.05% annualized vs +0.30%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.1% for BSCP. 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 -15.5% for BSCP 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 0.41. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCP charges 0.10% per year while VYM charges 0.04%. On a $10,000 position that is $10 vs $4 annually, a gap of $6 per year that compounds over a long holding period. On income, BSCP currently yields 3.83% against 2.24% for VYM.

Holdings Overlap

0.0%overlap

BSCP and VYM share 0 holdings out of 651 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, BSCP or VYM?

BSCP has an expense ratio of 0.10% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $6 per year of difference.

Which performed better, BSCP or VYM?

Over the past year BSCP returned -0.07% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), BSCP annualized +0.30% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, BSCP or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.1% for BSCP. Worst drawdown: BSCP -15.5% vs VYM -58.8%.

Should I hold both BSCP and VYM?

BSCP and VYM have a monthly-return correlation of 0.41, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSCP and VYM?

BSCP and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 651 unique securities.

Which pays a higher dividend, BSCP or VYM?

BSCP yields 3.83% while VYM yields 2.24%, so BSCP currently pays the higher dividend yield.

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