BCLO vs VYM
BCLO vs VYM
iShares BBB-B CLO Active ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BCLO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $84M | $79.0B | |
| Dividend Yield | 6.61% | 2.86% | |
| Holdings | 50 | 568 | |
| YTD Return | +2.95% | +15.80% | |
| 1Y Return | +5.75% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 2.9% | 14.6% | |
| Max Drawdown | -3.9% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 29, 2025 | Nov 10, 2006 |
BCLO vs VYM Performance
iShares BBB-B CLO Active ETF (BCLO) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BCLO returned +5.75% while VYM returned +26.12%. Year to date, BCLO is up 2.95% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 2.9% for BCLO. 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 -3.9% for BCLO 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BCLO charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, BCLO currently yields 6.61% against 2.86% for VYM.
Holdings Overlap
BCLO and VYM share 0 holdings out of 563 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCLO or VYM?
BCLO has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, BCLO or VYM?
Over the past year BCLO returned +5.75% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BCLO annualized +6.48% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BCLO or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 2.9% for BCLO. Worst drawdown: BCLO -3.9% vs VYM -58.8%.
Should I hold both BCLO and VYM?
BCLO and VYM have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BCLO and VYM?
BCLO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.
Which pays a higher dividend, BCLO or VYM?
BCLO yields 6.61% while VYM yields 2.86%, so BCLO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.