BVAL vs VYM
Bluemonte Large Cap Value ETF vs Vanguard High Dividend Yield ETF
Which is better, BVAL or VYM?
BVAL has been ahead.
VYM has a lower expense ratio. BVAL led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90.
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 | BVAL | VYM |
|---|---|---|
| Expense Ratio | 0.23% | 0.04%Best |
| AUM | $303M | $78.9B |
| Dividend Yield | 1.18% | 2.37% |
| Holdings | 10 | 608 |
| YTD Return | +14.49%Best | +11.83% |
| 1Y Return | +19.04%Best | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 9.0%Best | 10.0% |
| Max Drawdown | -6.7%Tie | -6.7%Tie |
| $10,000 over 1.3 years | $12,802Best | $12,531 |
| Fund Family | Bluemonte Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jun 20, 2025 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 23, 2025 to Oct 14, 2026 (1.3 years).
BVAL 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 1.3 years both funds cover.
BVAL vs VYM Performance
Bluemonte Large Cap Value ETF (BVAL) is an ETF from Bluemonte Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BVAL returned +19.04% while VYM returned +15.96%. Year to date, BVAL is up 14.49% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 10.0% compared with 9.0% 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 -6.7% 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BVAL charges 0.23% per year while VYM charges 0.04%. On a $10,000 position that is $23 vs $4 annually, a gap of $19 per year that compounds over a long holding period. On income, BVAL currently yields 1.18% against 2.37% for VYM.
Holdings Overlap
We hold position weights for 4 holdings in BVAL and 602 in VYM, totalling 99.2% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in BVAL and 602 in VYM, against full books of 10 and 608.
You are not choosing between two funds in isolation.
Whichever of BVAL 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, BVAL or VYM?
BVAL has an expense ratio of 0.23% while VYM charges 0.04%. VYM is the cheaper option, by $19 a year on a $10,000 investment.
Which performed better, BVAL or VYM?
Over the past year BVAL returned +19.04% vs +15.96% for VYM, so BVAL leads on 1-year performance. Over the longest common window we track (1 years), BVAL annualized +20.93% vs +18.95% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BVAL or VYM?
VYM has been the more volatile fund at 10.0% annualized versus 9.0% for BVAL. Worst drawdown: BVAL -6.7% vs VYM -6.7%.
Should I hold both BVAL and VYM?
BVAL and VYM have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, BVAL or VYM?
BVAL yields 1.18% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than BVAL?
VYM has a lower expense ratio. BVAL led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.