KBFR vs VYM
Innovator US Small Cap Managed 10 Buffer ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. KBFR offers more diversification with 843 holdings.
Side-by-Side Comparison
| Metric | KBFR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.79% | 0.04% | |
| AUM | $11M | $81.6B | |
| Dividend Yield | 0.30% | 2.24% | |
| Holdings | 843 | 616 | |
| YTD Return | +11.89% | +14.95% | |
| 1Y Return | - | +21.14% | |
| 3Y Return (annualized) | - | +18.69% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -4.2% | -58.8% | |
| Fund Family | Innovator ETFs Trust | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Feb 24, 2026 | Nov 10, 2006 |
KBFR vs VYM Performance
Innovator US Small Cap Managed 10 Buffer ETF (KBFR) is a ETF from Innovator ETFs Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, KBFR is up 11.89% versus a gain of 14.95% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.2% for KBFR 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
KBFR charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, KBFR currently yields 0.30% against 2.24% for VYM.
Holdings Overlap
KBFR and VYM share 139 holdings out of 1226 unique holdings combined, representing a 1.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KBFR or VYM?
KBFR has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.
What is the holdings overlap between KBFR and VYM?
KBFR and VYM share 139 common holdings with a 1.9% weight overlap. Combined, they hold 1226 unique securities.
Which pays a higher dividend, KBFR or VYM?
KBFR yields 0.30% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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