JGLO vs VYM
JPMorgan Global Select Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | JGLO | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.47% | 0.04% | |
| AUM | $6.6B | $79.0B | |
| Dividend Yield | 0.55% | 2.86% | |
| Holdings | 87 | 568 | |
| YTD Return | +9.79% | +16.78% | |
| 1Y Return | +13.52% | +24.43% | |
| 3Y Return (annualized) | +17.29% | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 11.2% | 14.6% | |
| Max Drawdown | -16.1% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | Nov 10, 2006 |
JGLO vs VYM Performance
JPMorgan Global Select Equity ETF (JGLO) 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 JGLO returned +13.52% while VYM returned +24.43%. Year to date, JGLO is up 9.79% versus a gain of 16.78% for VYM.
Over three years, JGLO compounded at +17.29% per year against +18.60% for VYM. Across the full 3-year window we track, JGLO has the edge at +17.29% annualized vs +7.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 11.2% for JGLO. 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 -16.1% for JGLO 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 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JGLO 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, JGLO currently yields 0.55% against 2.86% for VYM.
Holdings Overlap
JGLO and VYM share 20 holdings out of 614 unique holdings combined, representing a 17.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JGLO or VYM?
JGLO has an expense ratio of 0.47% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
Which performed better, JGLO or VYM?
Over the past year JGLO returned +13.52% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JGLO annualized +17.29% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, JGLO or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 11.2% for JGLO. Worst drawdown: JGLO -16.1% vs VYM -58.8%.
Should I hold both JGLO and VYM?
JGLO and VYM have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JGLO and VYM?
JGLO and VYM share 20 common holdings with a 17.1% weight overlap. Combined, they hold 614 unique securities.
Which pays a higher dividend, JGLO or VYM?
JGLO yields 0.55% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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