BIGY vs VYM
BIGY vs VYM
YieldMax Target 12 Big 50 Option Income 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 | BIGY | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.09% | 0.04% | |
| AUM | $54M | $79.0B | |
| Dividend Yield | 11.95% | 2.86% | |
| Holdings | 160 | 568 | |
| YTD Return | +6.33% | +15.45% | |
| 1Y Return | +17.62% | +26.05% | |
| 3Y Return (annualized) | - | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 12.2% | 14.6% | |
| Max Drawdown | -18.9% | -58.8% | |
| Fund Family | YieldMax ETF | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 20, 2024 | Nov 10, 2006 |
BIGY vs VYM Performance
YieldMax Target 12 Big 50 Option Income ETF (BIGY) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BIGY returned +17.62% while VYM returned +26.05%. Year to date, BIGY is up 6.33% versus a gain of 15.45% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.2% for BIGY. 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 -18.9% for BIGY 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 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BIGY charges 1.09% per year while VYM charges 0.04%. On a $10,000 position that is $109 vs $4 annually, a gap of $105 per year that compounds over a long holding period. On income, BIGY currently yields 11.95% against 2.86% for VYM.
Holdings Overlap
BIGY and VYM share 26 holdings out of 583 unique holdings combined, representing a 36.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BIGY | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.38% | 6.47% | 3.09% |
| JPM | 3.13% | 3.36% | 0.23% |
| WMT | 2.76% | 2.44% | 0.32% |
| JNJ | Pro | Pro | Pro |
| XOM | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
See all 10 holdings BIGY shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, BIGY or VYM?
BIGY has an expense ratio of 1.09% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $105 per year of difference.
Which performed better, BIGY or VYM?
Over the past year BIGY returned +17.62% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), BIGY annualized +14.90% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, BIGY or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.2% for BIGY. Worst drawdown: BIGY -18.9% vs VYM -58.8%.
Should I hold both BIGY and VYM?
BIGY and VYM have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BIGY and VYM?
BIGY and VYM share 26 common holdings with a 36.7% weight overlap. Combined, they hold 583 unique securities.
Which pays a higher dividend, BIGY or VYM?
BIGY yields 11.95% while VYM yields 2.86%, so BIGY currently pays the higher dividend yield.
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