BWQG vs VYM
BWM Quality Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BWQG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.04% | |
| AUM | $37M | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 77 | 616 | |
| YTD Return | +1.83% | +15.34% | |
| 1Y Return | - | +23.24% | |
| 3Y Return (annualized) | - | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -7.8% | -58.8% | |
| Fund Family | Burke Wealth Management LLC | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2026 | Nov 10, 2006 |
BWQG vs VYM Performance
BWM Quality Growth ETF (BWQG) is a ETF from Burke Wealth Management LLC and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BWQG is up 1.83% versus a gain of 15.34% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.8% for BWQG and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BWQG charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, BWQG currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
BWQG and VYM share 24 holdings out of 656 unique holdings combined, representing a 4.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BWQG or VYM?
BWQG has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
What is the holdings overlap between BWQG and VYM?
BWQG and VYM share 24 common holdings with a 4.1% weight overlap. Combined, they hold 656 unique securities.
Which pays a higher dividend, BWQG or VYM?
BWQG yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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