NCPB vs VYM
NCPB vs VYM
Nuveen Core Plus Bond 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 | NCPB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.31% | 0.04% | |
| AUM | $55M | $79.0B | |
| Dividend Yield | 5.17% | 2.86% | |
| Holdings | 476 | 568 | |
| YTD Return | -0.18% | +15.20% | |
| 1Y Return | +2.87% | +25.56% | |
| 3Y Return (annualized) | - | +17.86% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 4.4% | 14.6% | |
| Max Drawdown | -2.9% | -58.8% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Mar 5, 2024 | Nov 10, 2006 |
NCPB vs VYM Performance
Nuveen Core Plus Bond ETF (NCPB) is a ETF from Nuveen and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NCPB returned +2.87% while VYM returned +25.56%. Year to date, NCPB is down 0.18% versus a gain of 15.20% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.4% for NCPB. 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 -2.9% for NCPB 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
NCPB charges 0.31% per year while VYM charges 0.04%. On a $10,000 position that is $31 vs $4 annually, a gap of $27 per year that compounds over a long holding period. On income, NCPB currently yields 5.17% against 2.86% for VYM.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, NCPB or VYM?
NCPB has an expense ratio of 0.31% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, NCPB or VYM?
Over the past year NCPB returned +2.87% vs +25.56% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NCPB annualized +5.98% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, NCPB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 4.4% for NCPB. Worst drawdown: NCPB -2.9% vs VYM -58.8%.
Should I hold both NCPB and VYM?
NCPB 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 NCPB and VYM?
NCPB and VYM share 2 common holdings with a 0.2% weight overlap. Combined, they hold 922 unique securities.
Which pays a higher dividend, NCPB or VYM?
NCPB yields 5.17% while VYM yields 2.86%, so NCPB currently pays the higher dividend yield.
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