BWEB vs VYM

BWEB vs VYM

Which is better, BWEB or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. BWEB led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.3%.

Lower Fees: VYMHigher Returns: BWEBLess 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

MetricBWEBVYM
Expense Ratio0.85%0.04%Best
AUM$6M$81.6B
Dividend Yield0.00%2.24%
Holdings41613
Volatility (annualized)35.6%12.0%Best
Max Drawdown-33.7%-14.5%Best
$10,000 over 3.6 years$28,396Best$17,276
Top 10 Weight56.3%25.9%Best
Fund FamilyBitwiseVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionOct 3, 2022Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 105 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BWEB has data through May 21, 2026 and VYM through Sep 3, 2026.

Volatility and max drawdown, and the $10,000 over 3.6 years row, are measured over the window both funds cover: Oct 4, 2022 to May 21, 2026 (3.6 years).

Risk: Volatility and Drawdowns

BWEB has been the more volatile fund, with annualized monthly volatility of 35.6% compared with 12.0% 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 -33.7% for BWEB 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 0.50. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BWEB charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, BWEB currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

BWEB already in VYM1.4%
VYM already in BWEB2.4%

1.4% of BWEB's money is in holdings VYM also owns. 2.4% of VYM's money is in holdings BWEB also owns.

VYM and BWEB share little of their money.

The two holdings books were reported 273 days apart, BWEB as of Sep 30, 2025 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 40 positions we hold weights for in BWEB and 603 in VYM, against full books of 41 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for BWEB (95.1% of the fund), and 29 for BWEB that do not appear in VYM (79.0%).

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 BWEBWeight in VYMDifference
XOMExxon Mobil Corp.1.39%2.36%0.97%

You are not choosing between two funds in isolation.

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

BWEBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BWEB or VYM?

BWEB has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option, by $81 a year on a $10,000 investment.

Which is riskier, BWEB or VYM?

BWEB has been the more volatile fund at 35.6% annualized versus 12.0% for VYM. Worst drawdown: BWEB -33.7% vs VYM -14.5%.

Should I hold both BWEB and VYM?

BWEB and VYM have a monthly-return correlation of 0.50, 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 BWEB and VYM?

2.4% of VYM's money is in holdings BWEB also owns. 2.4% of VYM's is in holdings BWEB also owns. They hold 1 positions in common, counted across the 40 positions we hold weights for in BWEB and 603 in VYM.

Which pays a higher dividend, BWEB or VYM?

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

Is VYM better than BWEB?

VYM has a lower expense ratio. BWEB led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 56.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.