BLGR vs VYM
BLGR vs VYM
Bluemonte Large Cap Growth 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 | BLGR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +12.65% | +15.80% | |
| 1Y Return | +21.74% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 16.9% | 14.6% | |
| Max Drawdown | -14.1% | -58.8% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Nov 10, 2006 |
BLGR vs VYM Performance
Bluemonte Large Cap Growth ETF (BLGR) is a ETF from Bluemonte Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BLGR returned +21.74% while VYM returned +26.12%. Year to date, BLGR is up 12.65% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
BLGR has been the more volatile fund, with annualized monthly volatility of 16.9% compared with 14.6% for VYM. 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 -14.1% for BLGR 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLGR charges 0.24% per year while VYM charges 0.04%. On a $10,000 position that is $24 vs $4 annually, a gap of $20 per year that compounds over a long holding period.
Holdings Overlap
BLGR and VYM share 0 holdings out of 562 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, BLGR or VYM?
BLGR has an expense ratio of 0.24% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, BLGR or VYM?
Over the past year BLGR returned +21.74% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +26.74% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BLGR or VYM?
BLGR has been the more volatile fund at 16.9% annualized versus 14.6% for VYM. Worst drawdown: BLGR -14.1% vs VYM -58.8%.
Should I hold both BLGR and VYM?
BLGR and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLGR and VYM?
BLGR and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
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