FBUF vs VYM
Fidelity Dynamic Buffered Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, FBUF or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.9%.
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
| Metric | FBUF | VYM |
|---|---|---|
| Expense Ratio | 0.48% | 0.04%Best |
| AUM | $24M | $81.6B |
| Dividend Yield | 0.57% | 2.22% |
| Holdings | 179 | 613 |
| YTD Return | +7.30% | +11.71%Best |
| 1Y Return | +11.97% | +16.24%Best |
| 3Y Return (annualized) | - | +17.24% |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 6.9%Best | 10.1% |
| Max Drawdown | -11.1%Best | -14.5% |
| $10,000 over 2.4 years | $13,355 | $14,332Best |
| Top 10 Weight | 38.9% | 26.1%Best |
| Fund Family | Fidelity Investments (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 9, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: Apr 11, 2024 to Sep 16, 2026 (2.4 years).
FBUF 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 2.4 years both funds cover.
FBUF vs VYM Performance
Fidelity Dynamic Buffered Equity ETF (FBUF) is an ETF from Fidelity Investments (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year FBUF returned +11.97% while VYM returned +16.24%. Year to date, FBUF is up 7.30% versus a gain of 11.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 10.1% compared with 6.9% for FBUF. 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 -11.1% for FBUF 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FBUF charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, FBUF currently yields 0.57% against 2.22% for VYM.
Holdings Overlap
28.2% of FBUF's money is in holdings VYM also owns. 43.0% of VYM's money is in holdings FBUF also owns.
The two portfolios partly overlap.
60 positions in common, counted across the 170 positions we hold weights for in FBUF and 557 in VYM, against full books of 179 and 613.
What only one of them owns
Our book lists 469 positions for VYM that do not appear in our book for FBUF (54.4% of the fund), and 102 for FBUF that do not appear in VYM (69.5%).
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
| Stock | Weight in FBUF | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.75% | 7.35% | 4.60% |
| JPMJpmorgan Chase | 1.70% | 3.82% | 2.12% |
| XOMExxon Mobil Corp. | 1.11% | 2.63% | 1.52% |
| JNJJohnson & Johnson - Common | 0.63% | 2.51% | 1.88% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.08% | 1.86% | 0.78% |
| ABBVAbbvie Inc. | 0.88% | 1.80% | 0.92% |
| UNHUnitedhealth Group Incorporated | 0.95% | 1.52% | 0.57% |
| CVXChevron Corp | 0.74% | 1.48% | 0.74% |
| CATCaterpillar, Inc. | 0.62% | 1.50% | 0.88% |
| MRKMerck & Company Inc | 0.71% | 1.31% | 0.60% |
43.0% of VYM is already inside FBUF.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, FBUF or VYM?
FBUF has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, FBUF or VYM?
Over the past year FBUF returned +11.97% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), FBUF annualized +12.81% vs +16.18% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FBUF or VYM?
VYM has been the more volatile fund at 10.1% annualized versus 6.9% for FBUF. Worst drawdown: FBUF -11.1% vs VYM -14.5%.
Should I hold both FBUF and VYM?
FBUF and VYM have a monthly-return correlation of 0.72, 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 FBUF and VYM?
43.0% of VYM's money is in holdings FBUF also owns. 43.0% of VYM's is in holdings FBUF also owns. They hold 60 positions in common, counted across the 170 positions we hold weights for in FBUF and 557 in VYM.
Which pays a higher dividend, FBUF or VYM?
FBUF yields 0.57% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than FBUF?
VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.