BULG vs VYM
Leverage Shares 2X Long BULL Daily ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BULG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.04% | |
| AUM | $6M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 6 | 568 | |
| YTD Return | -42.42% | +16.16% | |
| 1Y Return | -86.09% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 130.9% | 14.6% | |
| Max Drawdown | -94.2% | -58.8% | |
| Fund Family | Leverage Shares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Aug 11, 2025 | Nov 10, 2006 |
BULG vs VYM Performance
Leverage Shares 2X Long BULL Daily ETF (BULG) is a ETF from Leverage Shares and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BULG returned -86.09% while VYM returned +26.05%. Year to date, BULG is down 42.42% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
BULG has been the more volatile fund, with annualized monthly volatility of 130.9% compared with 14.6% 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 -94.2% for BULG 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BULG charges 0.87% per year while VYM charges 0.04%. On a $10,000 position that is $87 vs $4 annually, a gap of $83 per year that compounds over a long holding period. On income, BULG currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
BULG and VYM share 0 holdings out of 559 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, BULG or VYM?
BULG has an expense ratio of 0.87% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $83 per year of difference.
Which performed better, BULG or VYM?
Over the past year BULG returned -86.09% vs +26.05% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.
Which is riskier, BULG or VYM?
BULG has been the more volatile fund at 130.9% annualized versus 14.6% for VYM. Worst drawdown: BULG -94.2% vs VYM -58.8%.
Should I hold both BULG and VYM?
BULG and VYM have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BULG and VYM?
BULG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 559 unique securities.
Which pays a higher dividend, BULG or VYM?
BULG yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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