JMOM vs VYM
JPMorgan US Momentum Factor ETF vs Vanguard High Dividend Yield ETF
Which is better, JMOM or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JMOM led over 1Y, 3Y, 5Y and the full window. JMOM is less concentrated, with 19.0% of the fund in its ten largest positions against 25.9%.
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 | JMOM | VYM |
|---|---|---|
| Expense Ratio | 0.12% | 0.04%Best |
| AUM | $2.6B | $81.6B |
| Dividend Yield | 0.74% | 2.22% |
| Holdings | 297 | 613 |
| YTD Return | +20.89%Best | +13.75% |
| 1Y Return | +25.26%Best | +19.42% |
| 3Y Return (annualized) | +25.94%Best | +18.22% |
| 5Y Return (annualized) | +13.60%Best | +12.17% |
| Volatility (annualized) | 17.5% | 15.0%Best |
| Max Drawdown | -34.3%Best | -35.7% |
| $10,000 over 5 years | $18,919Best | $17,758 |
| Top 10 Weight | 19.0%Best | 25.9% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 8, 2017 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Sep 9, 2026 (8.8 years).
JMOM 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 8.8 years both funds cover.
JMOM vs VYM Performance
JPMorgan US Momentum Factor ETF (JMOM) 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 JMOM returned +25.26% while VYM returned +19.42%. Year to date, JMOM is up 20.89% versus a gain of 13.75% for VYM.
Over three years, JMOM compounded at +25.94% per year against +18.22% for VYM; over five years the annualized figures are +13.60% and +12.17% respectively. Across the full 9-year window we track, JMOM has the edge at +15.29% annualized vs +9.94%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 17.5% compared with 15.0% 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 -34.3% for JMOM 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JMOM charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, JMOM currently yields 0.74% against 2.22% for VYM.
Holdings Overlap
31.5% of JMOM's money is in holdings VYM also owns. 42.0% of VYM's money is in holdings JMOM also owns.
The two portfolios partly overlap.
The two holdings books were reported 62 days apart, JMOM as of Aug 31, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
95 positions in common, counted across the 288 positions we hold weights for in JMOM and 603 in VYM, against full books of 297 and 613.
What only one of them owns
Our book lists 475 positions for VYM that do not appear in our book for JMOM (55.5% of the fund), and 182 for JMOM that do not appear in VYM (64.9%).
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.
Top Shared Holdings
| Stock | Weight in JMOM | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 1.96% | 7.29% | 5.33% |
| JNJJohnson & Johnson | 1.93% | 2.54% | 0.61% |
| CATCaterpillar, Inc. | 1.07% | 2.01% | 0.94% |
| XOMExxon Mobil Corp. | 0.58% | 2.36% | 1.78% |
| ABBVAbbvie Inc. | 1.08% | 1.85% | 0.77% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.25% | 1.93% | 1.68% |
| GSGoldman Sachs Group Inc. | 0.98% | 1.15% | 0.17% |
| PMPhilip Morris International Inc. | 0.88% | 1.17% | 0.29% |
| TXNTexas Instruments, Inc | 0.80% | 1.13% | 0.33% |
| ORCLOracle Corp. | 0.83% | 1.04% | 0.21% |
42.0% of VYM is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JMOM or VYM?
JMOM has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option, by $8 a year on a $10,000 investment.
Which performed better, JMOM or VYM?
Over the past year JMOM returned +25.26% vs +19.42% for VYM, so JMOM leads on 1-year performance. Over the longest common window we track (9 years), JMOM annualized +15.29% vs +9.94% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JMOM or VYM?
JMOM has been the more volatile fund at 17.5% annualized versus 15.0% for VYM. Worst drawdown: JMOM -34.3% vs VYM -35.7%.
Should I hold both JMOM and VYM?
JMOM and VYM have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JMOM and VYM?
42.0% of VYM's money is in holdings JMOM also owns. 42.0% of VYM's is in holdings JMOM also owns. They hold 95 positions in common, counted across the 288 positions we hold weights for in JMOM and 603 in VYM.
Which pays a higher dividend, JMOM or VYM?
JMOM yields 0.74% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JMOM?
VYM has a lower expense ratio. JMOM led over 1Y, 3Y, 5Y and the full window. JMOM is less concentrated, with 19.0% of the fund in its ten largest positions against 25.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.