BBHY vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. BBHY offers more diversification with 1201 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: BBHY

Side-by-Side Comparison

MetricBBHYVYMWinner
Expense Ratio0.07%0.04%
AUM$620M$79.0B
Dividend Yield7.41%2.86%
Holdings1,563568
YTD Return+0.02%+15.45%
1Y Return+3.21%+26.05%
3Y Return (annualized)+7.56%+17.96%
5Y Return (annualized)+3.54%+12.54%
Volatility (annualized)7.7%14.6%
Max Drawdown-25.3%-58.8%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 15, 2016Nov 10, 2006

BBHY vs VYM Performance

JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BBHY) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BBHY returned +3.21% while VYM returned +26.05%. Year to date, BBHY is up 0.02% versus a gain of 15.45% for VYM.

Over three years, BBHY compounded at +7.56% per year against +17.96% for VYM; over five years the annualized figures are +3.54% and +12.54% respectively. Across the full 10-year window we track, VYM has the edge at +7.06% annualized vs +2.35%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 7.7% for BBHY. 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 -25.3% for BBHY and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BBHY charges 0.07% per year while VYM charges 0.04%. On a $10,000 position that is $7 vs $4 annually, a gap of $3 per year that compounds over a long holding period. On income, BBHY currently yields 7.41% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

BBHY and VYM share 1 holdings out of 1758 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BBHYWeight in VYMDifference
SMG0.03%0.01%0.02%

Frequently Asked Questions

Which is cheaper, BBHY or VYM?

BBHY has an expense ratio of 0.07% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $3 per year of difference.

Which performed better, BBHY or VYM?

Over the past year BBHY returned +3.21% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), BBHY annualized +2.35% vs +7.06% for VYM. Past performance does not guarantee future results.

Which is riskier, BBHY or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 7.7% for BBHY. Worst drawdown: BBHY -25.3% vs VYM -58.8%.

Should I hold both BBHY and VYM?

BBHY and VYM have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BBHY and VYM?

BBHY and VYM share 1 common holdings with a 0.0% weight overlap. Combined, they hold 1758 unique securities.

Which pays a higher dividend, BBHY or VYM?

BBHY yields 7.41% while VYM yields 2.86%, so BBHY currently pays the higher dividend yield.

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