MBB vs VYM

MBB vs VYM

Which is better, MBB or VYM?

VYM has been ahead.

VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: VYM

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

MetricMBBVYM
Expense Ratio0.04%Tie0.04%Tie
AUM$39.4B$81.6B
Dividend Yield4.34%2.22%
Holdings11,186613
YTD Return-1.36%+13.08%Best
1Y Return-0.56%+17.46%Best
3Y Return (annualized)+4.39%+17.73%Best
5Y Return (annualized)-0.16%+12.22%Best
Volatility (annualized)4.3%Best14.7%
Max Drawdown-18.4%Best-58.8%
$10,000 over 5 years$9,920$17,797Best
Fund FamilyiShares by BlackRock (US)Vanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionMar 13, 2007Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 16, 2007 to Sep 14, 2026 (19.5 years).

MBB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

MBB vs VYM Performance

iShares MBS ETF (MBB) 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 MBB returned -0.56% while VYM returned +17.46%. Year to date, MBB is down 1.36% versus a gain of 13.08% for VYM.

Over three years, MBB compounded at +4.39% per year against +17.73% for VYM; over five years the annualized figures are -0.16% and +12.22% respectively. Across the full 20-year window we track, VYM has the edge at +7.04% annualized vs +0.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.7% compared with 4.3% for MBB. 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 -18.4% for MBB and -58.8% 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 0.19. They move largely independently of each other.

Fees and Cost Over Time

MBB charges 0.04% per year while VYM charges 0.04%. On a $10,000 position that is $4 vs $4 annually. On income, MBB currently yields 4.34% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 8,260 holdings in MBB and 557 in VYM, totalling 90.9% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 8,260 positions we hold weights for in MBB and 557 in VYM, against full books of 11,186 and 613.

You are not choosing between two funds in isolation.

Whichever of MBB and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MBBVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MBB or VYM?

MBB has an expense ratio of 0.04% while VYM charges 0.04%. At the precision these are quoted to, they cost the same.

Which performed better, MBB or VYM?

Over the past year MBB returned -0.56% vs +17.46% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), MBB annualized +0.39% vs +7.04% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MBB or VYM?

VYM has been the more volatile fund at 14.7% annualized versus 4.3% for MBB. Worst drawdown: MBB -18.4% vs VYM -58.8%.

Should I hold both MBB and VYM?

MBB and VYM have a monthly-return correlation of 0.19, 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, MBB or VYM?

MBB yields 4.34% while VYM yields 2.22%, so MBB currently pays the higher dividend yield.

Is VYM better than MBB?

VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.