Quick Verdict

VYM has a lower expense ratio. BWEB delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: BWEBMore Diversified: VYM

Side-by-Side Comparison

MetricBWEBVYMWinner
Expense Ratio0.85%0.04%
AUM$6M$79.0B
Dividend Yield0.00%2.86%
Holdings41568
YTD Return+6.19%+15.80%
1Y Return+31.14%+26.12%
3Y Return (annualized)+35.54%+18.25%
5Y Return (annualized)-+12.51%
Volatility (annualized)35.6%14.6%
Max Drawdown-33.7%-58.8%
Fund FamilyBitwiseVanguard (US)
CategoryEquityEquity
InceptionOct 3, 2022Nov 10, 2006

BWEB vs VYM Performance

Bitwise Web3 ETF (BWEB) is a ETF from Bitwise and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BWEB returned +31.14% while VYM returned +26.12%. Year to date, BWEB is up 6.19% versus a gain of 15.80% for VYM.

Over three years, BWEB compounded at +35.54% per year against +18.25% for VYM. Across the full 4-year window we track, BWEB has the edge at +33.63% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BWEB has been the more volatile fund, with annualized monthly volatility of 35.6% 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 -33.7% for BWEB 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 0.50. They move independently enough that combining them can meaningfully diversify a portfolio.

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 2.86% for VYM.

Holdings Overlap

1.4%overlap

BWEB and VYM share 1 holdings out of 597 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BWEBWeight in VYMDifference
XOM1.39%2.83%1.44%

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. On a $10,000 investment, that is $81 per year of difference.

Which performed better, BWEB or VYM?

Over the past year BWEB returned +31.14% vs +26.12% for VYM, so BWEB leads on 1-year performance. Over the longest common window we track (4 years), BWEB annualized +33.63% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, BWEB or VYM?

BWEB has been the more volatile fund at 35.6% annualized versus 14.6% for VYM. Worst drawdown: BWEB -33.7% vs VYM -58.8%.

Should I hold both BWEB and VYM?

BWEB and VYM have a monthly-return correlation of 0.50, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BWEB and VYM?

BWEB and VYM share 1 common holdings with a 1.4% weight overlap. Combined, they hold 597 unique securities.

Which pays a higher dividend, BWEB or VYM?

BWEB yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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