JDOC vs VYM
JDOC vs VYM
JPMorgan Healthcare Leaders ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. JDOC delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | JDOC | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $9M | $79.0B | |
| Dividend Yield | 0.60% | 2.86% | |
| Holdings | 66 | 568 | |
| YTD Return | +6.67% | +15.80% | |
| 1Y Return | +28.27% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 13.6% | 14.6% | |
| Max Drawdown | -20.4% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2023 | Nov 10, 2006 |
JDOC vs VYM Performance
JPMorgan Healthcare Leaders ETF (JDOC) 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 JDOC returned +28.27% while VYM returned +26.12%. Year to date, JDOC is up 6.67% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 13.6% for JDOC. 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 -20.4% for JDOC 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JDOC charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, JDOC currently yields 0.60% against 2.86% for VYM.
Holdings Overlap
JDOC and VYM share 10 holdings out of 604 unique holdings combined, representing a 9.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in VYM | Difference |
|---|---|---|---|
| ABBV | 8.03% | 1.80% | 6.23% |
| JNJ | 4.99% | 2.62% | 2.37% |
| UNH | 6.33% | 1.17% | 5.16% |
| MRK | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| CVS | Pro | Pro | Pro |
| CAH | Pro | Pro | Pro |
| CI | Pro | Pro | Pro |
| MDT:IE | Pro | Pro | Pro |
See all 10 holdings JDOC shares with VYM Exact weights in each fund and the difference, for every overlapping position. X-ray my whole portfolio$99/yr Pro · 7-day refund | |||
Frequently Asked Questions
Which is cheaper, JDOC or VYM?
JDOC has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, JDOC or VYM?
Over the past year JDOC returned +28.27% vs +26.12% for VYM, so JDOC leads on 1-year performance. Over the longest common window we track (3 years), JDOC annualized +11.70% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, JDOC or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 13.6% for JDOC. Worst drawdown: JDOC -20.4% vs VYM -58.8%.
Should I hold both JDOC and VYM?
JDOC and VYM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JDOC and VYM?
JDOC and VYM share 10 common holdings with a 9.7% weight overlap. Combined, they hold 604 unique securities.
Which pays a higher dividend, JDOC or VYM?
JDOC yields 0.60% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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