BSTU vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricBSTUVYMWinner
Expense Ratio0.07%0.04%
AUM$996,713.48$79.0B
Dividend Yield0.00%2.86%
Holdings30568
YTD Return+0.39%+16.53%
1Y Return-+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)-14.6%
Max Drawdown-0.9%-58.8%
Fund FamilyInvesco (US)Vanguard (US)
CategoryAllocation/BalancedEquity
InceptionJun 10, 2026Nov 10, 2006

BSTU vs VYM Performance

Invesco BulletShares 2030 Treasury Bond ETF (BSTU) is a ETF from Invesco (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BSTU is up 0.39% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -0.9% for BSTU and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BSTU charges 0.07% per year while VYM charges 0.04%. On a $10,000 position that is $7 vs $4 annually, a gap of $3 per year that compounds over a long holding period. On income, BSTU currently yields 0.00% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

BSTU and VYM share 0 holdings out of 583 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, BSTU or VYM?

BSTU has an expense ratio of 0.07% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

What is the holdings overlap between BSTU and VYM?

BSTU and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 583 unique securities.

Which pays a higher dividend, BSTU or VYM?

BSTU yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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