BUZZ vs VYM

BUZZ vs VYM

Which is better, BUZZ or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. BUZZ led over 3Y, VYM over 1Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.5%.

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

MetricBUZZVYM
Expense Ratio0.76%0.04%Best
AUM$86M$81.6B
Dividend Yield0.00%2.24%
Holdings76613
YTD Return+12.85%+14.82%Best
1Y Return+18.13%+20.84%Best
3Y Return (annualized)+31.97%Best+18.64%
5Y Return (annualized)+7.41%+12.28%Best
Volatility (annualized)31.4%13.2%Best
Max Drawdown-56.9%-15.8%Best
$10,000 over 5 years$14,296$17,845Best
Top 10 Weight32.5%25.9%Best
Fund FamilyVanEckVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionMar 2, 2021Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: Mar 4, 2021 to Sep 4, 2026 (5.5 years).

BUZZ 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 5.5 years both funds cover.

BUZZ vs VYM Performance

VanEck Social Sentiment ETF (BUZZ) is an ETF from VanEck and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BUZZ returned +18.13% while VYM returned +20.84%. Year to date, BUZZ is up 12.85% versus a gain of 14.82% for VYM.

Over three years, BUZZ compounded at +31.97% per year against +18.64% for VYM; over five years the annualized figures are +7.41% and +12.28% respectively. Across the full 6-year window we track, VYM has the edge at +13.50% annualized vs +9.08%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUZZ has been the more volatile fund, with annualized monthly volatility of 31.4% compared with 13.2% 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 -56.9% for BUZZ and -15.8% 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

BUZZ charges 0.76% per year while VYM charges 0.04%. On a $10,000 position that is $76 vs $4 annually, a gap of $72 per year that compounds over a long holding period. On income, BUZZ currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

BUZZ already in VYM7.1%
VYM already in BUZZ14.1%

7.1% of BUZZ's money is in holdings VYM also owns. 14.1% of VYM's money is in holdings BUZZ also owns.

VYM and BUZZ share little of their money.

10 positions in common, counted across the 75 positions we hold weights for in BUZZ and 603 in VYM, against full books of 76 and 613.

What only one of them owns

Our book lists 560 positions for VYM that do not appear in our book for BUZZ (83.4% of the fund), and 63 for BUZZ that do not appear in VYM (87.5%).

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 BUZZWeight in VYMDifference
AVGOBroadcom Inc0.83%7.29%6.46%
ORCLOracle Corp - Common1.98%1.04%0.94%
NKENike Inc1.70%0.20%1.50%
UNHUnitedhealth Group, Inc.0.21%1.56%1.35%
IBMInternational Business Machines Corp.0.52%1.10%0.58%
QCOMQualcomm Inc.0.56%0.81%0.25%
DELLDell Technologies Inc0.42%0.54%0.12%
PFEPfizer Inc0.37%0.57%0.20%
TAT&T Inc0.28%0.58%0.30%
CMCSAComcast Corp-class A Cmcsa0.27%0.36%0.09%

You are not choosing between two funds in isolation.

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

BUZZVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUZZ or VYM?

BUZZ has an expense ratio of 0.76% while VYM charges 0.04%. VYM is the cheaper option, by $72 a year on a $10,000 investment.

Which performed better, BUZZ or VYM?

Over the past year BUZZ returned +18.13% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), BUZZ annualized +9.08% vs +13.50% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUZZ or VYM?

BUZZ has been the more volatile fund at 31.4% annualized versus 13.2% for VYM. Worst drawdown: BUZZ -56.9% vs VYM -15.8%.

Should I hold both BUZZ and VYM?

BUZZ 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.

What is the holdings overlap between BUZZ and VYM?

14.1% of VYM's money is in holdings BUZZ also owns. 14.1% of VYM's is in holdings BUZZ also owns. They hold 10 positions in common, counted across the 75 positions we hold weights for in BUZZ and 603 in VYM.

Which pays a higher dividend, BUZZ or VYM?

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

Is VYM better than BUZZ?

VYM has a lower expense ratio. BUZZ led over 3Y, VYM over 1Y, 5Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 32.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.