BFMCX vs. VYM
Compare and contrast key facts about BlackRock Core Bond Portfolio (BFMCX) and Vanguard High Dividend Yield ETF (VYM).
BFMCX is managed by Blackrock. It was launched on Dec 9, 1992. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFMCX or VYM.
Correlation
The correlation between BFMCX and VYM is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BFMCX vs. VYM - Performance Comparison
Key characteristics
BFMCX:
1.12
VYM:
0.72
BFMCX:
1.67
VYM:
1.09
BFMCX:
1.20
VYM:
1.15
BFMCX:
0.39
VYM:
0.78
BFMCX:
2.73
VYM:
3.18
BFMCX:
2.27%
VYM:
3.56%
BFMCX:
5.53%
VYM:
15.85%
BFMCX:
-22.25%
VYM:
-56.98%
BFMCX:
-11.10%
VYM:
-6.17%
Returns By Period
In the year-to-date period, BFMCX achieves a 1.89% return, which is significantly higher than VYM's -0.67% return. Over the past 10 years, BFMCX has underperformed VYM with an annualized return of 1.00%, while VYM has yielded a comparatively higher 9.54% annualized return.
BFMCX
1.89%
-0.97%
1.60%
5.40%
-1.47%
1.00%
VYM
-0.67%
-2.73%
0.13%
11.33%
14.19%
9.54%
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BFMCX vs. VYM - Expense Ratio Comparison
BFMCX has a 0.44% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
BFMCX vs. VYM — Risk-Adjusted Performance Rank
BFMCX
VYM
BFMCX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Core Bond Portfolio (BFMCX) and Vanguard High Dividend Yield ETF (VYM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BFMCX vs. VYM - Dividend Comparison
BFMCX's dividend yield for the trailing twelve months is around 3.81%, more than VYM's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFMCX BlackRock Core Bond Portfolio | 3.81% | 4.21% | 3.64% | 2.47% | 1.61% | 1.99% | 2.85% | 2.84% | 2.69% | 2.43% | 2.42% | 2.98% |
VYM Vanguard High Dividend Yield ETF | 2.93% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
BFMCX vs. VYM - Drawdown Comparison
The maximum BFMCX drawdown since its inception was -22.25%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for BFMCX and VYM. For additional features, visit the drawdowns tool.
Volatility
BFMCX vs. VYM - Volatility Comparison
The current volatility for BlackRock Core Bond Portfolio (BFMCX) is 2.19%, while Vanguard High Dividend Yield ETF (VYM) has a volatility of 11.39%. This indicates that BFMCX experiences smaller price fluctuations and is considered to be less risky than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.