BBMC vs VYM
JPMorgan BetaBuilders US Mid Cap Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, BBMC or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BBMC led over 1Y and the full window, VYM over 3Y and 5Y. BBMC is less concentrated, with 8.1% of the fund in its ten largest positions against 25.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BBMC | VYM |
|---|---|---|
| Expense Ratio | 0.07% | 0.04%Best |
| AUM | $2.1B | $78.9B |
| Dividend Yield | 1.17% | 2.37% |
| Holdings | 464 | 608 |
| YTD Return | +11.53% | +11.83%Best |
| 1Y Return | +16.04%Best | +15.96% |
| 3Y Return (annualized) | +18.55% | +18.60%Best |
| 5Y Return (annualized) | +6.92% | +11.51%Best |
| Volatility (annualized) | 18.5% | 13.7%Best |
| Max Drawdown | -30.1% | -15.8%Best |
| $10,000 over 5 years | $13,973 | $17,241Best |
| Top 10 Weight | 8.1%Best | 25.8% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Apr 14, 2020 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Apr 15, 2020 to Oct 14, 2026 (6.5 years).
BBMC vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.5 years both funds cover.
BBMC vs VYM Performance
JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BBMC returned +16.04% while VYM returned +15.96%. Year to date, BBMC is up 11.53% versus a gain of 11.83% for VYM.
Over three years, BBMC compounded at +18.55% per year against +18.60% for VYM; over five years the annualized figures are +6.92% and +11.51% respectively. Across the full 7-year window we track, BBMC has the edge at +16.01% annualized vs +15.08%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BBMC has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 13.7% 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 -30.1% for BBMC and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BBMC charges 0.07% per year while VYM charges 0.04%. On a $10,000 position that is $7 vs $4 annually, a gap of $3 per year that compounds over a long holding period. On income, BBMC currently yields 1.17% against 2.37% for VYM.
Holdings Overlap
29.4% of BBMC's money is in holdings VYM also owns. 5.7% of VYM's money is in holdings BBMC also owns.
BBMC and VYM share little of their money.
151 positions in common, counted across the 459 positions we hold weights for in BBMC and 602 in VYM, against full books of 464 and 608.
What only one of them owns
Our book lists 422 positions for VYM that do not appear in our book for BBMC (92.2% of the fund), and 295 for BBMC that do not appear in VYM (66.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BBMC | Weight in VYM | Difference |
|---|---|---|---|
| WSMWilliams Sonoma Inc | 0.61% | 0.11% | 0.50% |
| TPRTapestry Inc. | 0.53% | 0.10% | 0.43% |
| RSReliance Steel & Aluminum Co. | 0.45% | 0.08% | 0.37% |
| VTRSViatris | 0.44% | 0.08% | 0.36% |
| CFCf Industries Holdings Inc. | 0.39% | 0.08% | 0.31% |
| CHRWCh Robinson Worldwide Inc. | 0.39% | 0.07% | 0.32% |
| BBYBest Buy Co. Inc. | 0.38% | 0.06% | 0.32% |
| PRCentennial Resource Development Inc. | 0.37% | 0.07% | 0.30% |
| DINOHf Sinclair Corporation | 0.37% | 0.06% | 0.31% |
| OVVOvintiv Inc. | 0.36% | 0.07% | 0.29% |
29.4% of BBMC is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BBMC or VYM?
BBMC has an expense ratio of 0.07% while VYM charges 0.04%. VYM is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, BBMC or VYM?
Over the past year BBMC returned +16.04% vs +15.96% for VYM, so BBMC leads on 1-year performance. Over the longest common window we track (7 years), BBMC annualized +16.01% vs +15.08% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BBMC or VYM?
BBMC has been the more volatile fund at 18.5% annualized versus 13.7% for VYM. Worst drawdown: BBMC -30.1% vs VYM -15.8%.
Should I hold both BBMC and VYM?
BBMC and VYM have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BBMC and VYM?
29.4% of BBMC's money is in holdings VYM also owns. 5.7% of VYM's is in holdings BBMC also owns. They hold 151 positions in common, counted across the 459 positions we hold weights for in BBMC and 602 in VYM.
Which pays a higher dividend, BBMC or VYM?
BBMC yields 1.17% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than BBMC?
VYM has a lower expense ratio. BBMC led over 1Y and the full window, VYM over 3Y and 5Y. BBMC is less concentrated, with 8.1% of the fund in its ten largest positions against 25.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.