JGRO vs VYM
JPMorgan Active Growth ETF vs Vanguard High Dividend Yield ETF
Which is better, JGRO or VYM?
Large Cap Growth against Large Cap Value.
VYM has a lower expense ratio. JGRO led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.2%.
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 | JGRO | VYM |
|---|---|---|
| Expense Ratio | 0.44% | 0.04%Best |
| AUM | $9.8B | $81.6B |
| Dividend Yield | 0.15% | 2.22% |
| Holdings | 132 | 613 |
| YTD Return | +5.10% | +10.96%Best |
| 1Y Return | +3.15% | +15.42%Best |
| 3Y Return (annualized) | +21.92%Best | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 17.0% | 13.5%Best |
| Max Drawdown | -22.7% | -14.5%Best |
| $10,000 over 4.1 years | $19,752Best | $16,776 |
| Top 10 Weight | 49.2% | 26.1%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Aug 8, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.1 years row, are measured over the window both funds cover: Aug 9, 2022 to Sep 22, 2026 (4.1 years).
JGRO 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 4.1 years both funds cover.
JGRO vs VYM Performance
JPMorgan Active Growth ETF (JGRO) 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 JGRO returned +3.15% while VYM returned +15.42%. Year to date, JGRO is up 5.10% versus a gain of 10.96% for VYM.
Over three years, JGRO compounded at +21.92% per year against +17.78% for VYM. Across the full 4-year window we track, JGRO has the edge at +18.06% annualized vs +13.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 13.5% 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 -22.7% for JGRO 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
JGRO charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, JGRO currently yields 0.15% against 2.22% for VYM.
Holdings Overlap
16.8% of JGRO's money is in holdings VYM also owns. 32.2% of VYM's money is in holdings JGRO also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 132 positions we hold weights for in JGRO and 557 in VYM, against full books of 132 and 613.
What only one of them owns
Our book lists 500 positions for VYM that do not appear in our book for JGRO (64.8% of the fund), and 97 for JGRO that do not appear in VYM (81.1%).
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 JGRO | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 4.72% | 7.35% | 2.63% |
| JNJJohnson & Johnson - Common | 1.19% | 2.51% | 1.32% |
| XOMExxon Mobil Corp. | 0.68% | 2.63% | 1.95% |
| PMPhilip Morris International Inc. | 1.33% | 1.21% | 0.12% |
| GSGoldman Sachs Group Inc/The | 1.33% | 1.13% | 0.20% |
| MRKMerck & Company Inc | 0.87% | 1.31% | 0.44% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.28% | 1.86% | 1.58% |
| CATCaterpillar, Inc. | 0.56% | 1.50% | 0.94% |
| KOCoca Cola Co. | 0.52% | 1.38% | 0.86% |
| PGProcter & Gamble Company | 0.10% | 1.37% | 1.27% |
32.2% of VYM is already inside JGRO.
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, JGRO or VYM?
JGRO has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, JGRO or VYM?
Over the past year JGRO returned +3.15% vs +15.42% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), JGRO annualized +18.06% vs +13.45% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JGRO or VYM?
JGRO has been the more volatile fund at 17.0% annualized versus 13.5% for VYM. Worst drawdown: JGRO -22.7% vs VYM -14.5%.
Should I hold both JGRO and VYM?
JGRO 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 JGRO and VYM?
32.2% of VYM's money is in holdings JGRO also owns. 32.2% of VYM's is in holdings JGRO also owns. They hold 28 positions in common, counted across the 132 positions we hold weights for in JGRO and 557 in VYM.
Which pays a higher dividend, JGRO or VYM?
JGRO yields 0.15% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JGRO?
VYM has a lower expense ratio. JGRO led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 49.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.