JNEU vs VYM

JNEU vs VYM

Which is better, JNEU or VYM?

Multi Alternative against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window.

Lower Fees: VYMHigher Returns: VYM

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

MetricJNEUVYM
Expense Ratio0.74%0.04%Best
AUM$41M$81.6B
Dividend Yield0.00%2.22%
Holdings4613
YTD Return+10.01%+11.35%Best
1Y Return+12.58%+15.34%Best
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Volatility (annualized)10.8%10.4%Best
Max Drawdown-13.5%Best-14.5%
$10,000 over 2.3 years$13,386$14,225Best
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Value
InceptionMay 31, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jun 3, 2024 to Sep 18, 2026 (2.3 years).

JNEU 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 2.3 years both funds cover.

JNEU vs VYM Performance

AllianzIM US Equity Buffer15 Uncapped Jun ETF (JNEU) is an ETF from AllianzIM and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JNEU returned +12.58% while VYM returned +15.34%. Year to date, JNEU is up 10.01% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

JNEU has been the more volatile fund, with annualized monthly volatility of 10.8% compared with 10.4% 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 -13.5% for JNEU and -14.5% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JNEU charges 0.74% per year while VYM charges 0.04%. On a $10,000 position that is $74 vs $4 annually, a gap of $70 per year that compounds over a long holding period. On income, JNEU currently yields 0.00% against 2.22% for VYM.

You are not choosing between two funds in isolation.

Whichever of JNEU and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JNEUVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JNEU or VYM?

JNEU has an expense ratio of 0.74% while VYM charges 0.04%. VYM is the cheaper option, by $70 a year on a $10,000 investment.

Which performed better, JNEU or VYM?

Over the past year JNEU returned +12.58% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), JNEU annualized +13.52% vs +16.56% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JNEU or VYM?

JNEU has been the more volatile fund at 10.8% annualized versus 10.4% for VYM. Worst drawdown: JNEU -13.5% vs VYM -14.5%.

Should I hold both JNEU and VYM?

JNEU and VYM have a monthly-return correlation of 0.71, 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, JNEU or VYM?

JNEU yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than JNEU?

VYM has a lower expense ratio. VYM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.