Compare · 2 funds side by side · dividends reinvested

BLUI and VYM

BLUIBluemonte×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,742VYM · best of the two

02 / 04

BLUI and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.4

Bluemonte Diversified Income ETFIncome · Dividend stocks0.80%5.21%+3.7%+4.7%[…][…]−3.7%4.0%$122M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BLUI 2025 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Bluemonte Diversified Income ETF · $122M[…]

BLUI

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BLUIMeasureVYM

+3.7%Year to dateJan 1 → Nov 4+17.2%

+4.7%1 yearTotal return+21.2%

[…]3 years · per year$10,000 became […] · $17,970+21.6%

[…]5 years · per year$10,000 became […] · $17,742+12.2%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

5.21%Trailing 12-mo yield$521 · $222 a year on $10k2.22%

−3.7%Worst dropSmaller is better−6.7%

4.0%VolatilityLower is calmer10.1%

BLUIVYM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLUI vs VYM: Top 5 Holdings

Today

BLUI

79.5%in top 5

VYM

in top 518.2%

BLUIStockVYM

19.5%MFSBnot top 5

19.5%JNKnot top 5

19.4%BONDnot top 5

11.0%CSREnot top 5

10.0%MLPAnot top 5

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BLUI vs VYM Returns, Every Period

BluemonteBLUI

+4.7%

past year

VYMVanguard

+21.2%

past year

BLUIVYMFaded: behind in that period

0–2VYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BLUI vs VYM

YTD

BluemonteBLUI

+3.7%

VYMVanguard

+17.2%

+3.7%Year to date+17.2%

−3.7%Worst drop · 1Y−6.7%

4.0%Volatility · 1Y10.1%

5.2%Yield2.2%

$122MAssets$78.9B

3–1BLUI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLUI, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

BLUI0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BLUI, VYM

5.21%highest, BLUI

FundTrailing yieldYield$10k

BLUI5.21%$521

VYM2.22%$222

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$441most kept, BLUI

BLUI$521 − $80 = $441

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BLUI, VYM

Today

0.0%most shared, BLUI and VYM

BLUIVYM

BLUI—0.0%

VYM0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

BLUIWorst drop−3.7%4.0% vol

VYMWorst drop−6.7%10.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BLUIVYM

+3.7%Year to date+17.2%

5.2%Yield2.2%

+4.7%Past year+21.2%

0.80%Fee0.04%

3–1VYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026