BVAL vs VYM
BVAL vs VYM
Bluemonte Large Cap Value 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 | BVAL | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +15.58% | +15.80% | |
| 1Y Return | +25.95% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 8.8% | 14.6% | |
| Max Drawdown | -6.7% | -58.8% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | Nov 10, 2006 |
BVAL vs VYM Performance
Bluemonte Large Cap Value ETF (BVAL) is a ETF from Bluemonte Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BVAL returned +25.95% while VYM returned +26.12%. Year to date, BVAL is up 15.58% 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 8.8% for BVAL. 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 -6.7% for BVAL 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BVAL 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
BVAL 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, BVAL or VYM?
BVAL 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, BVAL or VYM?
Over the past year BVAL returned +25.95% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), BVAL annualized +25.87% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, BVAL or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 8.8% for BVAL. Worst drawdown: BVAL -6.7% vs VYM -58.8%.
Should I hold both BVAL and VYM?
BVAL and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BVAL and VYM?
BVAL and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 562 unique securities.
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