JIVE vs VYM
JPMorgan International Value ETF vs Vanguard High Dividend Yield ETF
Which is better, JIVE or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JIVE led over 1Y, 3Y, 5Y and the full window. JIVE is less concentrated, with 16.6% of the fund in its ten largest positions against 26.1%.
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 | JIVE | VYM |
|---|---|---|
| Expense Ratio | 0.55% | 0.04%Best |
| AUM | $3.9B | $81.6B |
| Dividend Yield | 0.97% | 2.22% |
| Holdings | 387 | 613 |
| YTD Return | +20.99%Best | +10.96% |
| 1Y Return | +34.07%Best | +15.42% |
| 3Y Return (annualized) | +29.21%Best | +17.78% |
| 5Y Return (annualized) | +28.66%Best | +12.05% |
| Volatility (annualized) | 279.5% | 13.0%Best |
| Max Drawdown | -89.1% | -35.7%Best |
| $10,000 over 5 years | $35,255Best | $17,663 |
| Top 10 Weight | 16.6%Best | 26.1% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 13, 2023 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2011 to Sep 22, 2026 (14.8 years).
JIVE 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 14.8 years both funds cover.
JIVE vs VYM Performance
JPMorgan International Value ETF (JIVE) 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 JIVE returned +34.07% while VYM returned +15.42%. Year to date, JIVE is up 20.99% versus a gain of 10.96% for VYM.
Over three years, JIVE compounded at +29.21% per year against +17.78% for VYM; over five years the annualized figures are +28.66% and +12.05% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +10.26%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 279.5% compared with 13.0% 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 -89.1% for JIVE and -35.7% 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 -0.11. They move largely independently of each other.
Fees and Cost Over Time
JIVE 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, JIVE currently yields 0.97% against 2.22% for VYM.
Holdings Overlap
0.4% of JIVE's money is in holdings VYM also owns. 0.1% of VYM's money is in holdings JIVE also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 340 positions we hold weights for in JIVE and 557 in VYM, against full books of 387 and 613.
What only one of them owns
Our book lists 527 positions for VYM that do not appear in our book for JIVE (97.0% of the fund), and 6 for JIVE that do not appear in VYM (4.3%).
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 JIVE 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, JIVE or VYM?
JIVE 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, JIVE or VYM?
Over the past year JIVE returned +34.07% vs +15.42% for VYM, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +10.26% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JIVE or VYM?
JIVE has been the more volatile fund at 279.5% annualized versus 13.0% for VYM. Worst drawdown: JIVE -89.1% vs VYM -35.7%.
Should I hold both JIVE and VYM?
JIVE and VYM have a monthly-return correlation of -0.11, 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, JIVE or VYM?
JIVE yields 0.97% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JIVE?
VYM has a lower expense ratio. JIVE led over 1Y, 3Y, 5Y and the full window. JIVE is less concentrated, with 16.6% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.