VBCG vs VYM

VBCG vs VYM

Which is better, VBCG or VYM?

Long Term Mid Quality against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: 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

MetricVBCGVYM
Expense Ratio0.08%0.04%Best
AUM$13M$81.6B
Dividend Yield1.58%2.22%
Holdings356613
YTD Return-0.14%+11.47%Best
1Y Return-+15.94%
3Y Return (annualized)-+18.03%
5Y Return (annualized)-+12.35%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Mid QualityLarge Cap Value
InceptionMar 10, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

VBCG 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.

VBCG vs VYM Performance

Vanguard Target Maturity 2033 Corporate Bond ETF (VBCG) is an ETF from Vanguard (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, VBCG is down 0.14% versus a gain of 11.47% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

VBCG charges 0.08% per year while VYM charges 0.04%. On a $10,000 position that is $8 vs $4 annually, a gap of $4 per year that compounds over a long holding period. On income, VBCG currently yields 1.58% against 2.22% for VYM.

Holdings Overlap

VYM already in VBCG4.7%

At least 4.7% of VYM's money is in holdings VBCG also owns.

Stated as a floor: for VBCG, our book for it covers 2.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and VBCG share little of their money.

7 positions in common, counted across the 14 positions we hold weights for in VBCG and 557 in VYM, against full books of 356 and 613.

Top Shared Holdings

StockWeight in VBCGWeight in VYMDifference
JNJJohnson & Johnson - Common0.22%2.51%2.29%
IBMInternational Business Machines Corp.0.19%0.85%0.66%
MOAltria Group Inc0.13%0.46%0.33%
TRGPTarga Resources Corp Preferred0.32%0.23%0.09%
TGTTarget Corp Common Stock Usd.08330.10%0.27%0.17%
CLColgate-Palmolive Co0.07%0.29%0.22%
EQHEquitable Holdings Inc.0.12%0.05%0.07%

You are not choosing between two funds in isolation.

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

VBCGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, VBCG or VYM?

VBCG has an expense ratio of 0.08% while VYM charges 0.04%. VYM is the cheaper option, by $4 a year on a $10,000 investment.

What is the holdings overlap between VBCG and VYM?

At least 4.7% of VYM's money is in holdings VBCG also owns. Our book for VBCG is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 14 positions we hold weights for in VBCG and 557 in VYM.

Which pays a higher dividend, VBCG or VYM?

VBCG yields 1.58% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than VBCG?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.