JCTR vs VYM
JPMorgan Carbon Transition US Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, JCTR or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JCTR led over the full window, VYM over 1Y.
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 | JCTR | VYM |
|---|---|---|
| Expense Ratio | 0.15% | 0.04%Best |
| AUM | $7M | $81.6B |
| Dividend Yield | 0.94% | 2.22% |
| Holdings | 405 | 613 |
| Volatility (annualized) | 15.5% | 13.9%Best |
| Max Drawdown | -24.8% | -15.8%Best |
| $10,000 over 4.8 years | $19,380Best | $17,714 |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 9, 2020 | Nov 10, 2006 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 349 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. JCTR has data through Oct 3, 2025 and VYM through Sep 17, 2026.
Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 10, 2020 to Oct 3, 2025 (4.8 years).
Risk: Volatility and Drawdowns
JCTR has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 13.9% for VYM. 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 -24.8% for JCTR 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JCTR charges 0.15% per year while VYM charges 0.04%. On a $10,000 position that is $15 vs $4 annually, a gap of $11 per year that compounds over a long holding period. On income, JCTR currently yields 0.94% against 2.22% for VYM.
You are not choosing between two funds in isolation.
Whichever of JCTR 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, JCTR or VYM?
JCTR has an expense ratio of 0.15% while VYM charges 0.04%. VYM is the cheaper option, by $11 a year on a $10,000 investment.
Which is riskier, JCTR or VYM?
JCTR has been the more volatile fund at 15.5% annualized versus 13.9% for VYM. Worst drawdown: JCTR -24.8% vs VYM -15.8%.
Should I hold both JCTR and VYM?
JCTR and VYM have a monthly-return correlation of 0.83, 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, JCTR or VYM?
JCTR yields 0.94% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JCTR?
VYM has a lower expense ratio. JCTR led over the full window, VYM over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.