BSCY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBSCYVYMWinner
Expense Ratio0.10%0.04%
AUM$552M$79.0B
Dividend Yield4.88%2.86%
Holdings297568
YTD Return-0.44%+16.16%
1Y Return+2.59%+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)4.7%14.6%
Max Drawdown-5.1%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionJun 12, 2024Nov 10, 2006

BSCY vs VYM Performance

Invesco BulletShares 2034 Corporate Bond ETF (BSCY) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BSCY returned +2.59% while VYM returned +26.05%. Year to date, BSCY is down 0.44% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.7% for BSCY. 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 -5.1% for BSCY 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BSCY 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, BSCY currently yields 4.88% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

BSCY and VYM share 1 holdings out of 847 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BSCYWeight in VYMDifference
DVN0.19%0.12%0.07%

Frequently Asked Questions

Which is cheaper, BSCY or VYM?

BSCY 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, BSCY or VYM?

Over the past year BSCY returned +2.59% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BSCY annualized +5.23% vs +7.09% for VYM. Past performance does not guarantee future results.

Which is riskier, BSCY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.7% for BSCY. Worst drawdown: BSCY -5.1% vs VYM -58.8%.

Should I hold both BSCY and VYM?

BSCY and VYM have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BSCY and VYM?

BSCY and VYM share 1 common holdings with a 0.1% weight overlap. Combined, they hold 847 unique securities.

Which pays a higher dividend, BSCY or VYM?

BSCY yields 4.88% while VYM yields 2.86%, so BSCY currently pays the higher dividend yield.

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