JIG vs VYM

JIG vs VYM

Which is better, JIG or VYM?

Mid Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricJIGVYM
Expense Ratio0.55%0.04%Best
AUM$522M$81.6B
Dividend Yield1.94%2.22%
Holdings106613
YTD Return+12.01%Best+11.35%
1Y Return+14.29%+15.34%Best
3Y Return (annualized)+16.86%+17.22%Best
5Y Return (annualized)+2.89%+12.30%Best
Volatility (annualized)17.7%13.8%Best
Max Drawdown-43.8%-15.8%Best
$10,000 over 5 years$11,531$17,861Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap GrowthLarge Cap Value
InceptionMay 20, 2020Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 21, 2020 to Sep 18, 2026 (6.3 years).

JIG 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 6.3 years both funds cover.

JIG vs VYM Performance

JPMorgan International Growth ETF (JIG) 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 JIG returned +14.29% while VYM returned +15.34%. Year to date, JIG is up 12.01% versus a gain of 11.35% for VYM.

Over three years, JIG compounded at +16.86% per year against +17.22% for VYM; over five years the annualized figures are +2.89% and +12.30% respectively. Across the full 6-year window we track, VYM has the edge at +15.03% annualized vs +9.27%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JIG has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 13.8% 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 -43.8% for JIG and -15.8% 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 0.63. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JIG charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, JIG currently yields 1.94% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 85 holdings in JIG and 557 in VYM, totalling 94.2% and 99.2% of the two funds. That is not enough of JIG to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 85 positions we hold weights for in JIG and 557 in VYM, against full books of 106 and 613.

Top Shared Holdings

StockWeight in JIGWeight in VYMDifference
TIGO:LUMillicom International Cellular Sa Common Stock0.73%0.04%0.69%

You are not choosing between two funds in isolation.

Whichever of JIG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JIGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JIG or VYM?

JIG has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which performed better, JIG or VYM?

Over the past year JIG returned +14.29% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), JIG annualized +9.27% vs +15.03% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JIG or VYM?

JIG has been the more volatile fund at 17.7% annualized versus 13.8% for VYM. Worst drawdown: JIG -43.8% vs VYM -15.8%.

Should I hold both JIG and VYM?

JIG and VYM have a monthly-return correlation of 0.63, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, JIG or VYM?

JIG yields 1.94% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than JIG?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.