JIVE vs VYM
JPMorgan International Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. JIVE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | JIVE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.04% | |
| AUM | $3.4B | $79.0B | |
| Dividend Yield | 1.57% | 2.86% | |
| Holdings | 365 | 568 | |
| YTD Return | +19.17% | +16.10% | |
| 1Y Return | +38.35% | +25.99% | |
| 3Y Return (annualized) | +29.31% | +18.29% | |
| 5Y Return (annualized) | +29.31% | +12.35% | |
| Volatility (annualized) | 280.8% | 14.6% | |
| Max Drawdown | -89.1% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 13, 2023 | Nov 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 +38.35% while VYM returned +25.99%. Year to date, JIVE is up 19.17% versus a gain of 16.10% for VYM.
Over three years, JIVE compounded at +29.31% per year against +18.29% for VYM; over five years the annualized figures are +29.31% and +12.35% respectively. Across the full 15-year window we track, JIVE has the edge at +13.98% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JIVE has been the more volatile fund, with annualized monthly volatility of 280.8% 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 -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 1.57% against 2.86% for VYM.
Holdings Overlap
JIVE and VYM share 4 holdings out of 890 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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 +38.35% vs +25.99% for VYM, so JIVE leads on 1-year performance. Over the longest common window we track (15 years), JIVE annualized +13.98% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, JIVE or VYM?
JIVE has been the more volatile fund at 280.8% annualized versus 14.6% 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 4 common holdings with a 0.2% weight overlap. Combined, they hold 890 unique securities.
Which pays a higher dividend, JIVE or VYM?
JIVE yields 1.57% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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