JCPB vs VYM
JPMorgan Core Plus Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. JCPB offers more diversification with 1708 holdings.
Side-by-Side Comparison
| Metric | JCPB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.04% | |
| AUM | $14.0B | $79.0B | |
| Dividend Yield | 4.94% | 2.86% | |
| Holdings | 2,596 | 568 | |
| YTD Return | -0.04% | +16.53% | |
| 1Y Return | +2.84% | +25.03% | |
| 3Y Return (annualized) | +5.37% | +18.54% | |
| 5Y Return (annualized) | +0.78% | +12.25% | |
| Volatility (annualized) | 5.5% | 14.6% | |
| Max Drawdown | -17.7% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 28, 2019 | Nov 10, 2006 |
JCPB vs VYM Performance
JPMorgan Core Plus Bond ETF (JCPB) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JCPB returned +2.84% while VYM returned +25.03%. Year to date, JCPB is down 0.04% versus a gain of 16.53% for VYM.
Over three years, JCPB compounded at +5.37% per year against +18.54% for VYM; over five years the annualized figures are +0.78% and +12.25% respectively. Across the full 8-year window we track, VYM has the edge at +7.10% annualized vs +1.77%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.5% for JCPB. 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 -17.7% for JCPB 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JCPB charges 0.38% per year while VYM charges 0.04%. On a $10,000 position that is $38 vs $4 annually, a gap of $34 per year that compounds over a long holding period. On income, JCPB currently yields 4.94% against 2.86% for VYM.
Holdings Overlap
JCPB and VYM share 0 holdings out of 2266 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JCPB or VYM?
JCPB has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, JCPB or VYM?
Over the past year JCPB returned +2.84% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (8 years), JCPB annualized +1.77% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, JCPB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 5.5% for JCPB. Worst drawdown: JCPB -17.7% vs VYM -58.8%.
Should I hold both JCPB and VYM?
JCPB and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JCPB and VYM?
JCPB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2266 unique securities.
Which pays a higher dividend, JCPB or VYM?
JCPB yields 4.94% while VYM yields 2.86%, so JCPB currently pays the higher dividend yield.
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