JBBB vs VYM
Janus Henderson B-BBB CLO ETF vs Vanguard High Dividend Yield ETF
Which is better, JBBB or VYM?
Bank Loan against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window.
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 | JBBB | VYM |
|---|---|---|
| Expense Ratio | 0.47% | 0.04%Best |
| AUM | $1.2B | $81.6B |
| Dividend Yield | 6.99% | 2.24% |
| Holdings | 264 | 613 |
| YTD Return | -0.31% | +14.82%Best |
| 1Y Return | +0.16% | +20.84%Best |
| 3Y Return (annualized) | +7.00% | +18.64%Best |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 5.9%Best | 13.7% |
| Max Drawdown | -10.6%Best | -15.8% |
| $10,000 over 4.6 years | $12,944 | $16,188Best |
| Fund Family | Janus Henderson Investors | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Bank Loan | Large Cap Value |
| Inception | Jan 11, 2022 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Jan 12, 2022 to Sep 4, 2026 (4.6 years).
JBBB 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 4.6 years both funds cover.
JBBB vs VYM Performance
Janus Henderson B-BBB CLO ETF (JBBB) is an ETF from Janus Henderson Investors and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JBBB returned +0.16% while VYM returned +20.84%. Year to date, JBBB is down 0.31% versus a gain of 14.82% for VYM.
Over three years, JBBB compounded at +7.00% per year against +18.64% 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 13.7% compared with 5.9% for JBBB. 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 -10.6% for JBBB and -15.8% 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 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JBBB charges 0.47% per year while VYM charges 0.04%. On a $10,000 position that is $47 vs $4 annually, a gap of $43 per year that compounds over a long holding period. On income, JBBB currently yields 6.99% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 7 holdings in JBBB and 603 in VYM, totalling 6.1% and 99.5% 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 7 positions we hold weights for in JBBB and 603 in VYM, against full books of 264 and 613.
You are not choosing between two funds in isolation.
Whichever of JBBB 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, JBBB or VYM?
JBBB has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, JBBB or VYM?
Over the past year JBBB returned +0.16% vs +20.84% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JBBB or VYM?
VYM has been the more volatile fund at 13.7% annualized versus 5.9% for JBBB. Worst drawdown: JBBB -10.6% vs VYM -15.8%.
Should I hold both JBBB and VYM?
JBBB and VYM have a monthly-return correlation of 0.36, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JBBB or VYM?
JBBB yields 6.99% while VYM yields 2.24%, so JBBB currently pays the higher dividend yield.
Is VYM better than JBBB?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.