IBIT vs VYM
iShares Bitcoin Trust ETF vs Vanguard High Dividend Yield ETF
Which is better, IBIT or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. IBIT led over the full window, VYM over 1Y.
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 | IBIT | VYM |
|---|---|---|
| Expense Ratio | 0.25% | 0.04%Best |
| AUM | $60.2B | $81.6B |
| Dividend Yield | 0.00% | 2.22% |
| Holdings | 2 | 613 |
| YTD Return | -15.00% | +12.29%Best |
| 1Y Return | -34.06% | +16.61%Best |
| 3Y Return (annualized) | - | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 53.9% | 10.4%Best |
| Max Drawdown | -53.3% | -14.5%Best |
| $10,000 over 2.7 years | $16,309Best | $15,453 |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jan 5, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 11, 2024 to Sep 17, 2026 (2.7 years).
IBIT 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 2.7 years both funds cover.
IBIT vs VYM Performance
iShares Bitcoin Trust ETF (IBIT) is an ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IBIT returned -34.06% while VYM returned +16.61%. Year to date, IBIT is down 15.00% versus a gain of 12.29% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IBIT has been the more volatile fund, with annualized monthly volatility of 53.9% compared with 10.4% 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 -53.3% for IBIT 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 0.29. They move largely independently of each other.
Fees and Cost Over Time
IBIT charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, IBIT currently yields 0.00% against 2.22% for VYM.
You are not choosing between two funds in isolation.
Whichever of IBIT and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IBIT or VYM?
IBIT has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, IBIT or VYM?
Over the past year IBIT returned -34.06% vs +16.61% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IBIT or VYM?
IBIT has been the more volatile fund at 53.9% annualized versus 10.4% for VYM. Worst drawdown: IBIT -53.3% vs VYM -14.5%.
Should I hold both IBIT and VYM?
IBIT and VYM have a monthly-return correlation of 0.29, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IBIT or VYM?
IBIT yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than IBIT?
VYM has a lower expense ratio. IBIT led over the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.