JPEM vs VYM
JPMorgan Diversified Return Emerging Markets Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, JPEM or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. JPEM is less concentrated, with 11.0% 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 | JPEM | VYM |
|---|---|---|
| Expense Ratio | 0.44% | 0.04%Best |
| AUM | $399M | $81.6B |
| Dividend Yield | 4.27% | 2.24% |
| Holdings | 588 | 613 |
| YTD Return | +11.46% | +15.29%Best |
| 1Y Return | +20.63% | +22.23%Best |
| 3Y Return (annualized) | +14.67% | +18.81%Best |
| 5Y Return (annualized) | +6.99% | +12.14%Best |
| Volatility (annualized) | 15.0% | 13.9%Best |
| Max Drawdown | -43.8% | -35.7%Best |
| $10,000 over 5 years | $14,019 | $17,734Best |
| Top 10 Weight | 11.0%Best | 25.9% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jan 7, 2015 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Jan 9, 2015 to Sep 3, 2026 (11.6 years).
JPEM 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 11.6 years both funds cover.
JPEM vs VYM Performance
JPMorgan Diversified Return Emerging Markets Equity ETF (JPEM) 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 JPEM returned +20.63% while VYM returned +22.23%. Year to date, JPEM is up 11.46% versus a gain of 15.29% for VYM.
Over three years, JPEM compounded at +14.67% per year against +18.81% for VYM; over five years the annualized figures are +6.99% and +12.14% respectively. Across the full 12-year window we track, VYM has the edge at +9.31% annualized vs +4.58%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPEM has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 13.9% 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 -43.8% for JPEM 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 0.72. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPEM charges 0.44% per year while VYM charges 0.04%. On a $10,000 position that is $44 vs $4 annually, a gap of $40 per year that compounds over a long holding period. On income, JPEM currently yields 4.27% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 549 holdings in JPEM and 603 in VYM, totalling 99.2% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 549 positions we hold weights for in JPEM and 603 in VYM, against full books of 588 and 613.
What only one of them owns
Our book lists 570 positions for VYM that do not appear in our book for JPEM (97.4% of the fund), and 12 for JPEM that do not appear in VYM (3.6%).
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.
You are not choosing between two funds in isolation.
Whichever of JPEM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JPEM or VYM?
JPEM has an expense ratio of 0.44% while VYM charges 0.04%. VYM is the cheaper option, by $40 a year on a $10,000 investment.
Which performed better, JPEM or VYM?
Over the past year JPEM returned +20.63% vs +22.23% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (12 years), JPEM annualized +4.58% vs +9.31% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPEM or VYM?
JPEM has been the more volatile fund at 15.0% annualized versus 13.9% for VYM. Worst drawdown: JPEM -43.8% vs VYM -35.7%.
Should I hold both JPEM and VYM?
JPEM and VYM have a monthly-return correlation of 0.72, 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, JPEM or VYM?
JPEM yields 4.27% while VYM yields 2.24%, so JPEM currently pays the higher dividend yield.
Is VYM better than JPEM?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. JPEM is less concentrated, with 11.0% 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.