JETS vs VYM

JETS vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricJETSVYMWinner
Expense Ratio0.60%0.04%
AUM$867M$81.6B
Dividend Yield0.74%2.24%
Holdings50616
YTD Return+9.05%+15.84%
1Y Return+20.97%+23.95%
3Y Return (annualized)+17.40%+19.02%
5Y Return (annualized)+7.19%+12.19%
Volatility (annualized)30.3%14.6%
Max Drawdown-64.9%-58.8%
Fund FamilyU.S. Global Investors, Inc.Vanguard (US)
CategoryEquityEquity
InceptionApr 30, 2015Nov 10, 2006

JETS vs VYM Performance

US Global Jets ETF (JETS) is a ETF from U.S. Global Investors, Inc. and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JETS returned +20.97% while VYM returned +23.95%. Year to date, JETS is up 9.05% versus a gain of 15.84% for VYM.

Over three years, JETS compounded at +17.40% per year against +19.02% for VYM; over five years the annualized figures are +7.19% and +12.19% respectively. Across the full 11-year window we track, VYM has the edge at +7.07% annualized vs +2.74%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JETS has been the more volatile fund, with annualized monthly volatility of 30.3% compared with 14.6% 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 -64.9% for JETS 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 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JETS charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, JETS currently yields 0.74% against 2.24% for VYM.

Holdings Overlap

0.4%overlap

JETS and VYM share 1 holdings out of 651 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JETSWeight in VYMDifference
GD1.94%0.38%1.56%

Frequently Asked Questions

Which is cheaper, JETS or VYM?

JETS has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, JETS or VYM?

Over the past year JETS returned +20.97% vs +23.95% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), JETS annualized +2.74% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, JETS or VYM?

JETS has been the more volatile fund at 30.3% annualized versus 14.6% for VYM. Worst drawdown: JETS -64.9% vs VYM -58.8%.

Should I hold both JETS and VYM?

JETS and VYM have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JETS and VYM?

JETS and VYM share 1 common holdings with a 0.4% weight overlap. Combined, they hold 651 unique securities.

Which pays a higher dividend, JETS or VYM?

JETS yields 0.74% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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