JDIV vs VYM
JPMorgan Dividend Leaders ETF vs Vanguard High Dividend Yield ETF
Which is better, JDIV or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y 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 | JDIV | VYM |
|---|---|---|
| Expense Ratio | 0.47% | 0.04%Best |
| AUM | $13M | $81.6B |
| Dividend Yield | 1.56% | 2.22% |
| Holdings | 98 | 613 |
| YTD Return | +6.52% | +10.96%Best |
| 1Y Return | +8.80% | +15.42%Best |
| 3Y Return (annualized) | - | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 10.4%Best | 10.8% |
| Max Drawdown | -13.3%Best | -14.5% |
| $10,000 over 2 years | $12,109 | $13,058Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 25, 2024 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 26, 2024 to Sep 22, 2026 (2 years).
JDIV 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 2 years both funds cover.
JDIV vs VYM Performance
JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JDIV returned +8.80% while VYM returned +15.42%. Year to date, JDIV is up 6.52% versus a gain of 10.96% 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 10.8% compared with 10.4% for JDIV. 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 -13.3% for JDIV and -14.5% 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JDIV 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, JDIV currently yields 1.56% against 2.22% for VYM.
Holdings Overlap
At least 31.7% of VYM's money is in holdings JDIV also owns.
Stated as a floor: for JDIV, our book for it covers 93.6% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
33 positions in common, counted across the 86 positions we hold weights for in JDIV and 557 in VYM, against full books of 98 and 613.
Top Shared Holdings
| Stock | Weight in JDIV | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 0.71% | 7.35% | 6.64% |
| JNJJohnson & Johnson - Common | 1.87% | 2.51% | 0.64% |
| XOMExxon Mobil Corp. | 1.15% | 2.63% | 1.48% |
| ABBVAbbvie Inc. | 1.59% | 1.80% | 0.21% |
| BACBank of America Corp.: Financials | 1.54% | 1.66% | 0.12% |
| NEENextera Energy Inc | 2.44% | 0.74% | 1.70% |
| UNHUnitedhealth Group Incorporated | 1.28% | 1.52% | 0.24% |
| MSMorgan Stanley | 1.46% | 0.96% | 0.50% |
| YUMYum! Brands, Inc. | 1.99% | 0.17% | 1.82% |
| LOWLowes Cos., Inc. | 1.65% | 0.47% | 1.18% |
31.7% of VYM is already inside JDIV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDIV or VYM?
JDIV 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, JDIV or VYM?
Over the past year JDIV returned +8.80% vs +15.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +10.04% vs +14.27% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDIV or VYM?
VYM has been the more volatile fund at 10.8% annualized versus 10.4% for JDIV. Worst drawdown: JDIV -13.3% vs VYM -14.5%.
Should I hold both JDIV and VYM?
JDIV and VYM have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDIV and VYM?
At least 31.7% of VYM's money is in holdings JDIV also owns. Our book for JDIV is partial, so the real figure is this or higher. They hold 33 positions in common, counted across the 86 positions we hold weights for in JDIV and 557 in VYM.
Which pays a higher dividend, JDIV or VYM?
JDIV yields 1.56% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JDIV?
VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.