BWTG vs VYM
Brendan Wood TopGun ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | BWTG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.04% | |
| AUM | $21M | $81.6B | |
| Dividend Yield | 0.33% | 2.24% | |
| Holdings | 26 | 616 | |
| YTD Return | +7.58% | +15.60% | |
| 1Y Return | +14.43% | +23.48% | |
| 3Y Return (annualized) | - | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 12.0% | 14.6% | |
| Max Drawdown | -13.2% | -58.8% | |
| Fund Family | Brendan Wood TopGun | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 9, 2023 | Nov 10, 2006 |
BWTG vs VYM Performance
Brendan Wood TopGun ETF (BWTG) is a ETF from Brendan Wood TopGun and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BWTG returned +14.43% while VYM returned +23.48%. Year to date, BWTG is up 7.58% versus a gain of 15.60% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.0% for BWTG. 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 -13.2% for BWTG 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWTG charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 2.24% for VYM.
Holdings Overlap
BWTG and VYM share 0 holdings out of 610 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BWTG or VYM?
BWTG has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $91 per year of difference.
Which performed better, BWTG or VYM?
Over the past year BWTG returned +14.43% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), BWTG annualized +20.95% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, BWTG or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.0% for BWTG. Worst drawdown: BWTG -13.2% vs VYM -58.8%.
Should I hold both BWTG and VYM?
BWTG and VYM have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BWTG and VYM?
BWTG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 610 unique securities.
Which pays a higher dividend, BWTG or VYM?
BWTG yields 0.33% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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