JDOC vs VYM
JPMorgan Healthcare Leaders ETF vs Vanguard High Dividend Yield ETF
Which is better, JDOC or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JDOC led over 1Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 45.6%.
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 | JDOC | VYM |
|---|---|---|
| Expense Ratio | 0.65% | 0.04%Best |
| AUM | $9M | $81.6B |
| Dividend Yield | 0.85% | 2.24% |
| Holdings | 64 | 613 |
| YTD Return | +8.63% | +14.82%Best |
| 1Y Return | +22.53%Best | +20.84% |
| 3Y Return (annualized) | - | +18.64% |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 13.4% | 10.2%Best |
| Max Drawdown | -20.4% | -14.5%Best |
| $10,000 over 2.8 years | $13,765 | $17,081Best |
| Top 10 Weight | 45.6% | 25.9%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 1, 2023 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Nov 2, 2023 to Sep 4, 2026 (2.8 years).
JDOC 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 2.8 years both funds cover.
JDOC vs VYM Performance
JPMorgan Healthcare Leaders ETF (JDOC) 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 JDOC returned +22.53% while VYM returned +20.84%. Year to date, JDOC is up 8.63% versus a gain of 14.82% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JDOC has been the more volatile fund, with annualized monthly volatility of 13.4% compared with 10.2% 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 -20.4% for JDOC 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 0.55. They move together some of the time, and apart the rest.
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 0.85% against 2.24% for VYM.
Holdings Overlap
31.2% of JDOC's money is in holdings VYM also owns. 9.6% of VYM's money is in holdings JDOC also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 56 positions we hold weights for in JDOC and 603 in VYM, against full books of 64 and 613.
What only one of them owns
Our book lists 561 positions for VYM that do not appear in our book for JDOC (87.8% of the fund), and 31 for JDOC that do not appear in VYM (41.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JDOC | Weight in VYM | Difference |
|---|---|---|---|
| ABBVAbbvie Inc. | 7.60% | 1.85% | 5.75% |
| JNJJohnson & Johnson - Common | 4.73% | 2.54% | 2.19% |
| MRKMerck & Company Inc | 4.66% | 1.32% | 3.34% |
| UNHUnitedhealth Group Incorporated | 3.77% | 1.56% | 2.21% |
| BMYBristol-Myers Squibb Co. | 3.41% | 0.49% | 2.92% |
| ABTAbbott Laboratories | 3.07% | 0.65% | 2.42% |
| CVSCvs Health Corp. | 2.30% | 0.55% | 1.75% |
| CAHCardinal Health Inc. | 1.31% | 0.23% | 1.08% |
| MDTMedtronic Plc Ordinary Shares | 0.35% | 0.42% | 0.07% |
31.2% of JDOC is already inside VYM.
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, JDOC or VYM?
JDOC has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.
Which performed better, JDOC or VYM?
Over the past year JDOC returned +22.53% vs +20.84% for VYM, so JDOC leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDOC or VYM?
JDOC has been the more volatile fund at 13.4% annualized versus 10.2% for VYM. Worst drawdown: JDOC -20.4% vs VYM -14.5%.
Should I hold both JDOC and VYM?
JDOC and VYM have a monthly-return correlation of 0.55, 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 JDOC and VYM?
31.2% of JDOC's money is in holdings VYM also owns. 9.6% of VYM's is in holdings JDOC also owns. They hold 9 positions in common, counted across the 56 positions we hold weights for in JDOC and 603 in VYM.
Which pays a higher dividend, JDOC or VYM?
JDOC yields 0.85% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than JDOC?
VYM has a lower expense ratio. JDOC led over 1Y, VYM over the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.