BULZ vs VYM
MicroSectors FANG & Innovation 3x Leveraged ETN vs Vanguard High Dividend Yield ETF
Which is better, BULZ or VYM?
Trading-Leveraged Equity against Large Cap Value.
VYM has a lower expense ratio. BULZ led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 68.3%.
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 | BULZ | VYM |
|---|---|---|
| Expense Ratio | 0.95% | 0.04%Best |
| AUM | $3.7B | $78.9B |
| Dividend Yield | 0.00% | 2.37% |
| Holdings | 15 | 608 |
| YTD Return | +50.43%Best | +12.47% |
| 1Y Return | +40.76%Best | +16.31% |
| 3Y Return (annualized) | +78.16%Best | +18.81% |
| 5Y Return (annualized) | +8.02% | +11.50%Best |
| Volatility (annualized) | 94.0% | 13.8%Best |
| Max Drawdown | -94.4% | -15.8%Best |
| $10,000 over 5 years | $14,707 | $17,234Best |
| Top 10 Weight | 68.3% | 25.8%Best |
| Fund Family | BMO Capital Markets | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Trading-Leveraged Equity | Large Cap Value |
| Inception | Aug 17, 2021 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Aug 18, 2021 to Oct 15, 2026 (5.2 years).
BULZ 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 5.2 years both funds cover.
BULZ vs VYM Performance
MicroSectors FANG & Innovation 3x Leveraged ETN (BULZ) is an ETF from BMO Capital Markets and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BULZ returned +40.76% while VYM returned +16.31%. Year to date, BULZ is up 50.43% versus a gain of 12.47% for VYM.
Over three years, BULZ compounded at +78.16% per year against +18.81% for VYM; over five years the annualized figures are +8.02% and +11.50% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BULZ has been the more volatile fund, with annualized monthly volatility of 94.0% compared with 13.8% 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 -94.4% for BULZ 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 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BULZ charges 0.95% per year while VYM charges 0.04%. On a $10,000 position that is $95 vs $4 annually, a gap of $91 per year that compounds over a long holding period. On income, BULZ currently yields 0.00% against 2.37% for VYM.
Holdings Overlap
12.6% of BULZ's money is in holdings VYM also owns. 8.0% of VYM's money is in holdings BULZ also owns.
BULZ and VYM share little of their money.
2 positions in common, counted across the 15 positions we hold weights for in BULZ and 602 in VYM, against full books of 15 and 608.
What only one of them owns
Measured across the 15 and 602 positions we hold weights for.
VYM holds 573 positions BULZ does not, 90.4% of the fund.
Largest: JPM 3.83%, XOM 2.70%, JNJ 2.58%, ABBV 1.83%, CSCO 1.76%
You are not choosing between two funds in isolation.
Whichever of BULZ and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BULZ or VYM?
BULZ has an expense ratio of 0.95% while VYM charges 0.04%. VYM is the cheaper option, by $91 a year on a $10,000 investment.
Which performed better, BULZ or VYM?
Over the past year BULZ returned +40.76% vs +16.31% for VYM, so BULZ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BULZ or VYM?
BULZ has been the more volatile fund at 94.0% annualized versus 13.8% for VYM. Worst drawdown: BULZ -94.4% vs VYM -15.8%.
Should I hold both BULZ and VYM?
BULZ and VYM have a monthly-return correlation of 0.43, 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 BULZ and VYM?
12.6% of BULZ's money is in holdings VYM also owns. 8.0% of VYM's is in holdings BULZ also owns. They hold 2 positions in common, counted across the 15 positions we hold weights for in BULZ and 602 in VYM.
Which pays a higher dividend, BULZ or VYM?
BULZ yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than BULZ?
VYM has a lower expense ratio. BULZ led over 1Y and 3Y, VYM over 5Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 68.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.