JLVP vs VYM
JPMorgan US Large Cap Value Plus ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | JLVP | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.05% | 0.04% | |
| AUM | $28M | $81.6B | |
| Dividend Yield | - | 2.24% | |
| Holdings | 155 | 613 | |
| YTD Return | +0.76% | +14.57% | |
| 1Y Return | - | +21.08% | |
| 3Y Return (annualized) | - | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.9% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2026 | Nov 10, 2006 |
JLVP vs VYM Performance
JPMorgan US Large Cap Value Plus ETF (JLVP) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, JLVP is up 0.76% versus a gain of 14.57% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.9% for JLVP and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JLVP charges 1.05% per year while VYM charges 0.04%. On a $10,000 position that is $105 vs $4 annually, a gap of $101 per year that compounds over a long holding period.
Holdings Overlap
JLVP and VYM share 62 holdings out of 696 unique holdings combined, representing a 18.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JLVP or VYM?
JLVP has an expense ratio of 1.05% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $101 per year of difference.
What is the holdings overlap between JLVP and VYM?
JLVP and VYM share 62 common holdings with a 18.4% weight overlap. Combined, they hold 696 unique securities.
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