JIRE vs VYM
JPMorgan International Research Enhanced Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | JIRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.04% | |
| AUM | $11.4B | $81.6B | |
| Dividend Yield | 2.68% | 2.24% | |
| Holdings | 222 | 616 | |
| YTD Return | +11.56% | +14.66% | |
| 1Y Return | +19.43% | +22.16% | |
| 3Y Return (annualized) | +18.61% | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 15.2% | 14.6% | |
| Max Drawdown | -16.1% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 10, 2022 | Nov 10, 2006 |
JIRE vs VYM Performance
JPMorgan International Research Enhanced Equity ETF (JIRE) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JIRE returned +19.43% while VYM returned +22.16%. Year to date, JIRE is up 11.56% versus a gain of 14.66% for VYM.
Over three years, JIRE compounded at +18.61% per year against +18.72% for VYM. Across the full 4-year window we track, JIRE has the edge at +17.29% annualized vs +7.01%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIRE has been the more volatile fund, with annualized monthly volatility of 15.2% 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 -16.1% for JIRE 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 0.78. 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 2.68% against 2.24% for VYM.
Holdings Overlap
JIRE and VYM share 0 holdings out of 803 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $20 per year of difference.
Which performed better, JIRE or VYM?
Over the past year JIRE returned +19.43% vs +22.16% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), JIRE annualized +17.29% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, JIRE or VYM?
JIRE has been the more volatile fund at 15.2% annualized versus 14.6% for VYM. Worst drawdown: JIRE -16.1% vs VYM -58.8%.
Should I hold both JIRE and VYM?
JIRE and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JIRE and VYM?
JIRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 803 unique securities.
Which pays a higher dividend, JIRE or VYM?
JIRE yields 2.68% while VYM yields 2.24%, so JIRE currently pays the higher dividend yield.
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