JIVE vs VYM

JIVE vs VYM
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Quick Verdict

VYM has a lower expense ratio. JIVE delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: JIVEMore Diversified: VYM

Side-by-Side Comparison

MetricJIVEVYMWinner
Expense Ratio0.55%0.04%
AUM$3.9B$81.6B
Dividend Yield0.99%2.24%
Holdings387613
YTD Return+20.59%+14.18%
1Y Return+38.18%+20.67%
3Y Return (annualized)+29.15%+18.47%
5Y Return (annualized)+29.15%+12.01%
Volatility (annualized)279.5%14.5%
Max Drawdown-89.1%-58.8%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionSep 13, 2023Nov 10, 2006

JIVE vs VYM Performance

JPMorgan International Value ETF (JIVE) 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 JIVE returned +38.18% while VYM returned +20.67%. Year to date, JIVE is up 20.59% versus a gain of 14.18% for VYM.

Over three years, JIVE compounded at +29.15% per year against +18.47% for VYM; over five years the annualized figures are +29.15% and +12.01% respectively. Across the full 15-year window we track, JIVE has the edge at +14.02% annualized vs +6.97%. 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 14.5% 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 -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 -0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

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 0.99% against 2.24% for VYM.

Holdings Overlap

0.1%overlap

JIVE and VYM share 2 holdings out of 957 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JIVEWeight in VYMDifference
TIGO:LU0.24%0.03%0.21%
IP0.14%0.08%0.06%

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. On a $10,000 investment, that is $51 per year of difference.

Which performed better, JIVE or VYM?

Over the past year JIVE returned +38.18% vs +20.67% for VYM, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +14.02% vs +6.97% for VYM. Past performance does not guarantee future results.

Which is riskier, JIVE or VYM?

JIVE has been the more volatile fund at 279.5% annualized versus 14.5% for VYM. Worst drawdown: JIVE -89.1% vs VYM -58.8%.

Should I hold both JIVE and VYM?

JIVE and VYM have a monthly-return correlation of -0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JIVE and VYM?

JIVE and VYM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 957 unique securities.

Which pays a higher dividend, JIVE or VYM?

JIVE yields 0.99% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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