JHML vs VYM

JHML vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. JHML offers more diversification with 780 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: JHML

Side-by-Side Comparison

MetricJHMLVYMWinner
Expense Ratio0.29%0.04%
AUM$1.2B$81.6B
Dividend Yield0.98%2.24%
Holdings780616
YTD Return+13.95%+15.34%
1Y Return+22.34%+23.24%
3Y Return (annualized)+20.34%+19.22%
5Y Return (annualized)+11.41%+12.21%
Volatility (annualized)15.4%14.6%
Max Drawdown-36.1%-58.8%
Fund FamilyJohn Hancock Investment ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 28, 2015Nov 10, 2006

JHML vs VYM Performance

John Hancock Multifactor Large Cap ETF (JHML) 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 JHML returned +22.34% while VYM returned +23.24%. Year to date, JHML is up 13.95% versus a gain of 15.34% for VYM.

Over three years, JHML compounded at +20.34% per year against +19.22% for VYM; over five years the annualized figures are +11.41% and +12.21% respectively. Across the full 11-year window we track, JHML has the edge at +13.37% annualized vs +7.04%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JHML has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -36.1% for JHML 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

JHML charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, JHML currently yields 0.98% against 2.24% for VYM.

Holdings Overlap

37.4%overlap

JHML and VYM share 293 holdings out of 1044 unique holdings combined, representing a 37.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JHMLWeight in VYMDifference
AVGO2.04%7.29%5.25%
JPM1.06%3.38%2.32%
JNJ0.65%2.54%1.89%
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Frequently Asked Questions

Which is cheaper, JHML or VYM?

JHML has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, JHML or VYM?

Over the past year JHML returned +22.34% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), JHML annualized +13.37% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, JHML or VYM?

JHML has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: JHML -36.1% vs VYM -58.8%.

Should I hold both JHML and VYM?

JHML and VYM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between JHML and VYM?

JHML and VYM share 293 common holdings with a 37.4% weight overlap. Combined, they hold 1044 unique securities.

Which pays a higher dividend, JHML or VYM?

JHML yields 0.98% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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