BTEC vs VYM
Principal Healthcare Innovators ETF vs Vanguard High Dividend Yield ETF
Which is better, BTEC or VYM?
Mid Cap Growth against Large Cap Value.
VYM has a lower expense ratio. BTEC led over 1Y, VYM over the full window.
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
| Metric | BTEC | VYM |
|---|---|---|
| Expense Ratio | 0.42% | 0.04%Best |
| AUM | $16M | $78.9B |
| Dividend Yield | 0.00% | 2.37% |
| Holdings | 268 | 608 |
| Volatility (annualized) | 27.4% | 14.9%Best |
| Max Drawdown | -62.9% | -35.7%Best |
| $10,000 over 8.3 years | $15,756 | $20,588Best |
| Fund Family | Principal Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Value |
| Inception | Aug 19, 2016 | Nov 10, 2006 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 691 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BTEC has data through Nov 22, 2024 and VYM through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 8.3 years row, are measured over the window both funds cover: Aug 22, 2016 to Nov 22, 2024 (8.3 years).
Risk: Volatility and Drawdowns
BTEC has been the more volatile fund, with annualized monthly volatility of 27.4% compared with 14.9% 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 -62.9% for BTEC and -35.7% 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 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BTEC charges 0.42% per year while VYM charges 0.04%. On a $10,000 position that is $42 vs $4 annually, a gap of $38 per year that compounds over a long holding period. On income, BTEC currently yields 0.00% against 2.37% for VYM.
You are not choosing between two funds in isolation.
Whichever of BTEC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BTEC or VYM?
BTEC has an expense ratio of 0.42% while VYM charges 0.04%. VYM is the cheaper option, by $38 a year on a $10,000 investment.
Which is riskier, BTEC or VYM?
BTEC has been the more volatile fund at 27.4% annualized versus 14.9% for VYM. Worst drawdown: BTEC -62.9% vs VYM -35.7%.
Should I hold both BTEC and VYM?
BTEC and VYM have a monthly-return correlation of 0.52, 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, BTEC or VYM?
BTEC yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than BTEC?
VYM has a lower expense ratio. BTEC led over 1Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.