BUYZ vs VYM

BUYZ vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricBUYZVYMWinner
Expense Ratio0.50%0.04%
AUM$6M$81.6B
Dividend Yield0.00%2.24%
Holdings60616
YTD Return-7.83%+15.34%
1Y Return-12.16%+23.24%
3Y Return (annualized)+13.87%+19.22%
5Y Return (annualized)-6.51%+12.21%
Volatility (annualized)28.6%14.6%
Max Drawdown-68.0%-58.8%
Fund FamilyFranklin Templeton Investments (US)Vanguard (US)
CategoryEquityEquity
InceptionFeb 25, 2020Nov 10, 2006

BUYZ vs VYM Performance

Franklin Disruptive Commerce ETF (BUYZ) is a ETF from Franklin Templeton Investments (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BUYZ returned -12.16% while VYM returned +23.24%. Year to date, BUYZ is down 7.83% versus a gain of 15.34% for VYM.

Over three years, BUYZ compounded at +13.87% per year against +19.22% for VYM; over five years the annualized figures are -6.51% and +12.21% respectively. Across the full 7-year window we track, VYM has the edge at +7.04% annualized vs +6.45%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUYZ has been the more volatile fund, with annualized monthly volatility of 28.6% 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 -68.0% for BUYZ 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 0.54. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

BUYZ 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, BUYZ currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.5%overlap

BUYZ and VYM share 3 holdings out of 659 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BUYZWeight in VYMDifference
EBAY3.02%0.21%2.81%
FAST1.06%0.23%0.83%
CHRW0.48%0.09%0.39%

Frequently Asked Questions

Which is cheaper, BUYZ or VYM?

BUYZ has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, BUYZ or VYM?

Over the past year BUYZ returned -12.16% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), BUYZ annualized +6.45% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, BUYZ or VYM?

BUYZ has been the more volatile fund at 28.6% annualized versus 14.6% for VYM. Worst drawdown: BUYZ -68.0% vs VYM -58.8%.

Should I hold both BUYZ and VYM?

BUYZ and VYM have a monthly-return correlation of 0.54, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BUYZ and VYM?

BUYZ and VYM share 3 common holdings with a 0.5% weight overlap. Combined, they hold 659 unique securities.

Which pays a higher dividend, BUYZ or VYM?

BUYZ yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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