JIRE vs VYM
JPMorgan International Research Enhanced Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, JIRE or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JIRE led over 1Y and the full window, VYM over 3Y. JIRE is less concentrated, with 16.6% of the fund in its ten largest positions against 25.9%.
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 | JIRE | VYM |
|---|---|---|
| Expense Ratio | 0.24% | 0.04%Best |
| AUM | $11.1B | $81.6B |
| Dividend Yield | 2.65% | 2.22% |
| Holdings | 216 | 613 |
| YTD Return | +9.61% | +13.15%Best |
| 1Y Return | +17.98%Best | +17.82% |
| 3Y Return (annualized) | +17.31% | +17.99%Best |
| 5Y Return (annualized) | - | +12.16% |
| Volatility (annualized) | 15.1% | 13.3%Best |
| Max Drawdown | -16.1% | -14.5%Best |
| $10,000 over 4.2 years | $19,026Best | $17,686 |
| Top 10 Weight | 16.6%Best | 25.9% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 10, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.2 years row, are measured over the window both funds cover: Jun 13, 2022 to Sep 10, 2026 (4.2 years).
JIRE 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 4.2 years both funds cover.
JIRE vs VYM Performance
JPMorgan International Research Enhanced Equity ETF (JIRE) 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 JIRE returned +17.98% while VYM returned +17.82%. Year to date, JIRE is up 9.61% versus a gain of 13.15% for VYM.
Over three years, JIRE compounded at +17.31% per year against +17.99% for VYM. Across the full 4-year window we track, JIRE has the edge at +16.55% annualized vs +14.54%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIRE has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 13.3% 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 -16.1% for JIRE 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JIRE charges 0.24% per year while VYM charges 0.04%. On a $10,000 position that is $24 vs $4 annually, a gap of $20 per year that compounds over a long holding period. On income, JIRE currently yields 2.65% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 203 holdings in JIRE and 603 in VYM, totalling 98.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 62 days apart, JIRE as of Aug 31, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 203 positions we hold weights for in JIRE and 603 in VYM, against full books of 216 and 613.
What only one of them owns
Our book lists 568 positions for VYM that do not appear in our book for JIRE (97.5% of the fund), and 8 for JIRE that do not appear in VYM (4.9%).
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.
You are not choosing between two funds in isolation.
Whichever of JIRE and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JIRE or VYM?
JIRE has an expense ratio of 0.24% while VYM charges 0.04%. VYM is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, JIRE or VYM?
Over the past year JIRE returned +17.98% vs +17.82% for VYM, so JIRE leads on 1-year performance. Over the longest common window we track (4 years), JIRE annualized +16.55% vs +14.54% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JIRE or VYM?
JIRE has been the more volatile fund at 15.1% annualized versus 13.3% for VYM. Worst drawdown: JIRE -16.1% vs VYM -14.5%.
Should I hold both JIRE and VYM?
JIRE and VYM have a monthly-return correlation of 0.78, 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, JIRE or VYM?
JIRE yields 2.65% while VYM yields 2.22%, so JIRE currently pays the higher dividend yield.
Is VYM better than JIRE?
VYM has a lower expense ratio. JIRE led over 1Y and the full window, VYM over 3Y. JIRE is less concentrated, with 16.6% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.