BUYO vs VYM

BUYO vs VYM

Which is better, BUYO or VYM?

Mid Cap Blend against Large Cap Value.

VYM has a lower expense ratio. BUYO led over 1Y, VYM over the full window. BUYO is less concentrated, with 11.2% of the fund in its ten largest positions against 25.8%.

Lower Fees: VYMHigher Returns: splitLess Concentrated: BUYO

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

MetricBUYOVYM
Expense Ratio0.89%0.04%Best
AUM$16M$78.9B
Dividend Yield0.01%2.37%
Holdings328608
YTD Return+14.76%Best+11.83%
1Y Return+21.72%Best+15.96%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+11.51%
Volatility (annualized)17.1%11.2%Best
Max Drawdown-28.0%-14.5%Best
$10,000 over 2 years$12,798$13,051Best
Top 10 Weight11.2%Best25.8%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Value
InceptionOct 8, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Oct 8, 2024 to Oct 14, 2026 (2 years).

BUYO 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 2 years both funds cover.

BUYO vs VYM Performance

KraneShares Man Buyout Beta Index ETF (BUYO) is an ETF from KraneShares and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BUYO returned +21.72% while VYM returned +15.96%. Year to date, BUYO is up 14.76% versus a gain of 11.83% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BUYO has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 11.2% 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 -28.0% for BUYO and -14.5% 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 0.78. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BUYO charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, BUYO currently yields 0.01% against 2.37% for VYM.

Holdings Overlap

BUYO already in VYM18.5%
VYM already in BUYO2.0%

18.5% of BUYO's money is in holdings VYM also owns. 2.0% of VYM's money is in holdings BUYO also owns.

BUYO and VYM share little of their money.

66 positions in common, counted across the 322 positions we hold weights for in BUYO and 602 in VYM, against full books of 328 and 608.

What only one of them owns

Our book lists 509 positions for VYM that do not appear in our book for BUYO (95.8% of the fund), and 248 for BUYO that do not appear in VYM (79.0%).

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

StockWeight in BUYOWeight in VYMDifference
MTCHMatch Group Inc0.88%0.04%0.84%
AXSAxis Capital Holdings Ltd.0.85%0.03%0.82%
RLRalph Lauren Corp. Class A0.80%0.05%0.75%
TIGO:LUMillicom International Cellular Sa Common Stock0.82%0.03%0.79%
KBRKbr Inc0.61%0.02%0.59%
LEALear Corp.0.60%0.03%0.57%
BWABorgWarner Inc0.55%0.05%0.50%
AIZAssurant, Inc.0.52%0.06%0.46%
KALUKaiser Aluminum Corp0.54%0.01%0.53%
WHWyndham Hotels & Resorts Inc0.53%0.02%0.51%

You are not choosing between two funds in isolation.

Whichever of BUYO and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BUYOVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BUYO or VYM?

BUYO has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option, by $85 a year on a $10,000 investment.

Which performed better, BUYO or VYM?

Over the past year BUYO returned +21.72% vs +15.96% for VYM, so BUYO leads on 1-year performance. Over the longest common window we track (2 years), BUYO annualized +13.13% vs +14.24% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BUYO or VYM?

BUYO has been the more volatile fund at 17.1% annualized versus 11.2% for VYM. Worst drawdown: BUYO -28.0% vs VYM -14.5%.

Should I hold both BUYO and VYM?

BUYO and VYM have a monthly-return correlation of 0.78, 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 BUYO and VYM?

18.5% of BUYO's money is in holdings VYM also owns. 2.0% of VYM's is in holdings BUYO also owns. They hold 66 positions in common, counted across the 322 positions we hold weights for in BUYO and 602 in VYM.

Which pays a higher dividend, BUYO or VYM?

BUYO yields 0.01% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.

Is VYM better than BUYO?

VYM has a lower expense ratio. BUYO led over 1Y, VYM over the full window. BUYO is less concentrated, with 11.2% 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.