JPHY vs VYM

JPHY vs VYM

Which is better, JPHY or VYM?

High Yield Bond 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

MetricJPHYVYM
Expense Ratio0.45%0.04%Best
AUM$2.2B$81.6B
Dividend Yield6.40%2.22%
Holdings549613
YTD Return+2.21%+12.29%Best
1Y Return+3.80%+16.61%Best
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Volatility (annualized)1.8%Best9.1%
Max Drawdown-1.6%Best-6.7%
$10,000 over 1.2 years$10,625$12,498Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Value
InceptionJun 24, 2025Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 25, 2025 to Sep 17, 2026 (1.2 years).

JPHY 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 1.2 years both funds cover.

JPHY vs VYM Performance

JPMorgan Active High Yield ETF (JPHY) 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 JPHY returned +3.80% while VYM returned +16.61%. Year to date, JPHY is up 2.21% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 9.1% compared with 1.8% for JPHY. 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 -1.6% for JPHY and -6.7% 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 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

JPHY charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, JPHY currently yields 6.40% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 1 holding in JPHY and 557 in VYM, totalling 2.7% and 99.2% 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 1 positions we hold weights for in JPHY and 557 in VYM, against full books of 549 and 613.

You are not choosing between two funds in isolation.

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

JPHYVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPHY or VYM?

JPHY has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, JPHY or VYM?

Over the past year JPHY returned +3.80% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), JPHY annualized +5.18% vs +20.42% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, JPHY or VYM?

VYM has been the more volatile fund at 9.1% annualized versus 1.8% for JPHY. Worst drawdown: JPHY -1.6% vs VYM -6.7%.

Should I hold both JPHY and VYM?

JPHY and VYM have a monthly-return correlation of 0.62, 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, JPHY or VYM?

JPHY yields 6.40% while VYM yields 2.22%, so JPHY currently pays the higher dividend yield.

Is VYM better than JPHY?

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.