BUSA vs VYM
Brandes US Value ETF vs Vanguard High Dividend Yield ETF
Which is better, BUSA or VYM?
Each has led over a different period.
VYM has a lower expense ratio. BUSA led over 1Y, VYM over 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. BUSA is less concentrated, with 24.3% of the fund in its ten largest positions against 26.1%.
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 | BUSA | VYM |
|---|---|---|
| Expense Ratio | 0.60% | 0.04%Best |
| AUM | $324M | $81.6B |
| Dividend Yield | 1.37% | 2.22% |
| Holdings | 65 | 613 |
| YTD Return | +10.04% | +11.47%Best |
| 1Y Return | +17.41%Best | +15.94% |
| 3Y Return (annualized) | +17.65% | +18.03%Best |
| 5Y Return (annualized) | - | +12.35% |
| Volatility (annualized) | 12.5% | 10.7%Best |
| Max Drawdown | -14.2%Best | -14.5% |
| $10,000 over 3 years | $16,285 | $17,189Best |
| Top 10 Weight | 24.3%Best | 26.1% |
| Fund Family | Brandes Investment Partners | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 3, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 5, 2023 to Sep 21, 2026 (3 years).
BUSA 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 3 years both funds cover.
BUSA vs VYM Performance
Brandes US Value ETF (BUSA) is an ETF from Brandes Investment Partners and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BUSA returned +17.41% while VYM returned +15.94%. Year to date, BUSA is up 10.04% versus a gain of 11.47% for VYM.
Over three years, BUSA compounded at +17.65% per year against +18.03% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BUSA has been the more volatile fund, with annualized monthly volatility of 12.5% compared with 10.7% 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 -14.2% for BUSA and -14.5% 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BUSA charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, BUSA currently yields 1.37% against 2.22% for VYM.
Holdings Overlap
60.5% of BUSA's money is in holdings VYM also owns. 20.8% of VYM's money is in holdings BUSA also owns.
The two portfolios partly overlap.
37 positions in common, counted across the 64 positions we hold weights for in BUSA and 557 in VYM, against full books of 65 and 613.
What only one of them owns
Our book lists 491 positions for VYM that do not appear in our book for BUSA (76.2% of the fund), and 23 for BUSA that do not appear in VYM (33.2%).
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
| Stock | Weight in BUSA | Weight in VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 1.02% | 3.82% | 2.80% |
| BACBank of America Corp.: Financials | 2.68% | 1.66% | 1.02% |
| MRKMerck & Company Inc | 2.97% | 1.31% | 1.66% |
| CVXChevron Corp | 2.09% | 1.48% | 0.61% |
| JNJJohnson & Johnson - Common | 1.04% | 2.51% | 1.47% |
| UNHUnitedhealth Group Incorporated | 1.66% | 1.52% | 0.14% |
| WFCWells Fargo & Co. | 2.06% | 1.07% | 0.99% |
| BDXBecton Dickinson And Co. | 2.92% | 0.19% | 2.73% |
| CICigna Corp. | 2.52% | 0.30% | 2.22% |
| PFEPfizer Inc | 2.17% | 0.58% | 1.59% |
60.5% of BUSA is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BUSA or VYM?
BUSA has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option, by $56 a year on a $10,000 investment.
Which performed better, BUSA or VYM?
Over the past year BUSA returned +17.41% vs +15.94% for VYM, so BUSA leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BUSA or VYM?
BUSA has been the more volatile fund at 12.5% annualized versus 10.7% for VYM. Worst drawdown: BUSA -14.2% vs VYM -14.5%.
Should I hold both BUSA and VYM?
BUSA and VYM have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BUSA and VYM?
60.5% of BUSA's money is in holdings VYM also owns. 20.8% of VYM's is in holdings BUSA also owns. They hold 37 positions in common, counted across the 64 positions we hold weights for in BUSA and 557 in VYM.
Which pays a higher dividend, BUSA or VYM?
BUSA yields 1.37% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than BUSA?
VYM has a lower expense ratio. BUSA led over 1Y, VYM over 3Y and the full window. The two have moved almost in lockstep, correlation 0.94. BUSA is less concentrated, with 24.3% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.