VYM ranks 2nd and BAGX 96th of 99 funds in the US Multifactor Category.
BAGX vs VYM
VYM −0.69pt a year
0.73%0.04%
VYM 527.2×the volume
2.17K1.14M
BAGX vs VYM Performance
−0.7%+1.7%
- BAGX 0.73%
- VYM 0.04%, better
- BAGX $191M
- VYM $95.8B
- BAGX
- VYM +19.3%
- BAGX
- VYM 2.24%
- BAGX 96
- VYM 601
- BAGX 2.17K sh
- VYM 1.14M sh, better
- BAGX $97.24
- VYM $163.75
ETF.net Grade
| Pillar | BAGX | VYM |
|---|---|---|
| Cost | F4 | A99Higher |
| Mission | A79 | |
| Risk | C48 | A84Higher |
| Tradability | D27 | B61Higher |
| Holdings | C47 | C53Higher |
| Durability | C40 | A95Higher |
Rank among US Multifactor funds
Same Category. BAGX and VYM are both graded against the same 99 US Multifactor funds, so their Grades compare head to head.
Our read on each fund
BAGXD
VYMA
In short
VYM The no-frills dividend workhorse. VYM buys the higher-yielding end of the US market, roughly 600 names, for four basis points: no quality screen, no dividend-growth-streak test, just yield, at scale since 2006.
Stated mandate
VYM The Fund seeks to track a benchmark index measuring the investment return of common stocks from companies characterized by high dividend yields.
Why people hold it
Worth knowing
BAGX vs VYM Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BAGX vs VYM Cost
Overpaying BAGX vs VYM
$13,284
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BAGX 0.73%
$14,133
VYM 0.04%
$849
Cost over time
Year by year
| Year | BAGX | VYM | Overpaying |
|---|---|---|---|
| 10 | $1,302 | $73 | $1,229 |
| 20 | $4,952 | $288 | $4,664 |
| 30 | $14,133 | $849 | $13,284 |
- 0.73%BAGX
- 0.04%VYM, cheaper
- Middle half of US Multifactor funds
- Median 0.29%
VYM cheapest of 99 funds
BAGX 95th cheapest of 99 funds
BAGX vs VYM Dividends
- BAGX
- VYM 2.24%
- BAGX None
- VYM $3.68
- BAGX
- VYM $0.89
- BAGX
- VYM Sep 18, 2026
- BAGX
- VYM Sep 22, 2026
- BAGX
- VYM Quarterly
Distribution history
BAGX vs VYM Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BAGX VYM 11.1%
- Return per unit of risk
- BAGX VYM 1.38
- Worst fall
- BAGX VYM −15.9%
- Market sensitivity
- BAGX 1.15VYM 0.75
BAGX and VYM in the news
Popular comparisons
- 0.73% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.04% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.73% · 0.04%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.04% · 0.04%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.73% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.04% · 0.06%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.




