JANH vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricJANHVYMWinner
Expense Ratio0.79%0.04%
AUM$14M$79.0B
Dividend Yield6.23%2.86%
Holdings8568
YTD Return+1.62%+16.53%
1Y Return+0.34%+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)4.3%14.6%
Max Drawdown-10.4%-58.8%
Fund FamilyInnovator ETFs TrustVanguard (US)
CategoryAlternativeEquity
InceptionJan 2, 2024Nov 10, 2006

JANH vs VYM Performance

Innovator Premium Income 20 Barrier ETF - January (JANH) is a ETF from Innovator ETFs Trust and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JANH returned +0.34% while VYM returned +25.03%. Year to date, JANH is up 1.62% versus a gain of 16.53% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 4.3% for JANH. 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 -10.4% for JANH and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

JANH charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, JANH currently yields 6.23% against 2.86% for VYM.

Frequently Asked Questions

Which is cheaper, JANH or VYM?

JANH has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $75 per year of difference.

Which performed better, JANH or VYM?

Over the past year JANH returned +0.34% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JANH annualized +0.64% vs +7.10% for VYM. Past performance does not guarantee future results.

Which is riskier, JANH or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 4.3% for JANH. Worst drawdown: JANH -10.4% vs VYM -58.8%.

Should I hold both JANH and VYM?

JANH and VYM have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, JANH or VYM?

JANH yields 6.23% while VYM yields 2.86%, so JANH currently pays the higher dividend yield.

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