JHAC vs VYM

JHAC 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

MetricJHACVYMWinner
Expense Ratio0.72%0.04%
AUM$4M$81.6B
Dividend Yield2.35%2.24%
Holdings52616
YTD Return+4.43%+15.34%
1Y Return+8.17%+23.24%
3Y Return (annualized)-+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)14.8%14.6%
Max Drawdown-24.4%-58.8%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionOct 31, 2023Nov 10, 2006

JHAC vs VYM Performance

John Hancock Fundamental All Cap Core ETF (JHAC) is a ETF from John Hancock Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JHAC returned +8.17% while VYM returned +23.24%. Year to date, JHAC is up 4.43% versus a gain of 15.34% for VYM.

Risk: Volatility and Drawdowns

JHAC has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -24.4% for JHAC 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JHAC charges 0.72% per year while VYM charges 0.04%. On a $10,000 position that is $72 vs $4 annually, a gap of $68 per year that compounds over a long holding period. On income, JHAC currently yields 2.35% against 2.24% for VYM.

Holdings Overlap

5.3%overlap

JHAC and VYM share 10 holdings out of 644 unique holdings combined, representing a 5.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHACWeight in VYMDifference
AVGO1.67%7.29%5.62%
UNH1.92%1.56%0.36%
ELV2.99%0.34%2.65%
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FHBProProPro
ACN:IEProProPro
ORCLProProPro
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Frequently Asked Questions

Which is cheaper, JHAC or VYM?

JHAC has an expense ratio of 0.72% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $68 per year of difference.

Which performed better, JHAC or VYM?

Over the past year JHAC returned +8.17% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JHAC annualized +17.42% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, JHAC or VYM?

JHAC has been the more volatile fund at 14.8% annualized versus 14.6% for VYM. Worst drawdown: JHAC -24.4% vs VYM -58.8%.

Should I hold both JHAC and VYM?

JHAC and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JHAC and VYM?

JHAC and VYM share 10 common holdings with a 5.3% weight overlap. Combined, they hold 644 unique securities.

Which pays a higher dividend, JHAC or VYM?

JHAC yields 2.35% while VYM yields 2.24%, so JHAC currently pays the higher dividend yield.

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