BUG vs VYM

BUG vs VYM

Which is better, BUG or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio. BUG led over 1Y and the full window, VYM over 3Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 61.0%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: VYM

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

MetricBUGVYM
Expense Ratio0.50%0.04%Best
AUM$1.6B$81.6B
Dividend Yield0.03%2.24%
Holdings34613
YTD Return+39.06%Best+14.82%
1Y Return+22.99%Best+20.84%
3Y Return (annualized)+17.93%+18.64%Best
5Y Return (annualized)+5.27%+12.28%Best
Volatility (annualized)28.5%15.4%Best
Max Drawdown-41.7%-35.7%Best
$10,000 over 5 years$12,928$17,845Best
Top 10 Weight61.0%25.9%Best
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionOct 25, 2019Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Oct 31, 2019 to Sep 4, 2026 (6.8 years).

BUG vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.8 years both funds cover.

BUG vs VYM Performance

Global X Cybersecurity ETF (BUG) is an ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BUG returned +22.99% while VYM returned +20.84%. Year to date, BUG is up 39.06% versus a gain of 14.82% for VYM.

Over three years, BUG compounded at +17.93% per year against +18.64% for VYM; over five years the annualized figures are +5.27% and +12.28% respectively. Across the full 7-year window we track, BUG has the edge at +15.83% annualized vs +11.82%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUG has been the more volatile fund, with annualized monthly volatility of 28.5% compared with 15.4% 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 -41.7% for BUG 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 0.33. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BUG charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, BUG currently yields 0.03% against 2.24% for VYM.

Holdings Overlap

BUG already in VYM4.3%
VYM already in BUG0.1%

4.3% of BUG's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings BUG also owns.

BUG and VYM share little of their money.

1 positions in common, counted across the 30 positions we hold weights for in BUG and 602 in VYM, against full books of 34 and 613.

What only one of them owns

Our book lists 568 positions for VYM that do not appear in our book for BUG (97.2% of the fund), and 19 for BUG that do not appear in VYM (83.7%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BUGWeight in VYMDifference
GENGen Digital Inc4.34%0.06%4.28%

You are not choosing between two funds in isolation.

Whichever of BUG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUGVYM

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Frequently Asked Questions

Which is cheaper, BUG or VYM?

BUG has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.

Which performed better, BUG or VYM?

Over the past year BUG returned +22.99% vs +20.84% for VYM, so BUG leads on 1-year performance. Over the longest common window we track (7 years), BUG annualized +15.83% vs +11.82% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUG or VYM?

BUG has been the more volatile fund at 28.5% annualized versus 15.4% for VYM. Worst drawdown: BUG -41.7% vs VYM -35.7%.

Should I hold both BUG and VYM?

BUG and VYM have a monthly-return correlation of 0.33, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BUG and VYM?

4.3% of BUG's money is in holdings VYM also owns. 0.1% of VYM's is in holdings BUG also owns. They hold 1 positions in common, counted across the 30 positions we hold weights for in BUG and 602 in VYM.

Which pays a higher dividend, BUG or VYM?

BUG yields 0.03% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than BUG?

VYM has a lower expense ratio. BUG led over 1Y and the full window, VYM over 3Y and 5Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 61.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.