JPLD vs VYM
JPMorgan Limited Duration Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. JPLD offers more diversification with 760 holdings.
Side-by-Side Comparison
| Metric | JPLD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.04% | |
| AUM | $4.0B | $81.6B | |
| Dividend Yield | 4.28% | 2.24% | |
| Holdings | 760 | 616 | |
| YTD Return | +1.93% | +15.34% | |
| 1Y Return | +3.90% | +23.24% | |
| 3Y Return (annualized) | +5.95% | +19.22% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 1.4% | 14.6% | |
| Max Drawdown | -1.2% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jul 28, 2023 | Nov 10, 2006 |
JPLD vs VYM Performance
JPMorgan Limited Duration Bond ETF (JPLD) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JPLD returned +3.90% while VYM returned +23.24%. Year to date, JPLD is up 1.93% versus a gain of 15.34% for VYM.
Over three years, JPLD compounded at +5.95% per year against +19.22% for VYM. Across the full 3-year window we track, VYM has the edge at +7.04% annualized vs +5.78%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 1.4% for JPLD. 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 -1.2% for JPLD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.59. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPLD charges 0.24% per year while VYM charges 0.04%. On a $10,000 position that is $24 vs $4 annually, a gap of $20 per year that compounds over a long holding period. On income, JPLD currently yields 4.28% against 2.24% for VYM.
Holdings Overlap
JPLD and VYM share 0 holdings out of 641 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPLD or VYM?
JPLD has an expense ratio of 0.24% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $20 per year of difference.
Which performed better, JPLD or VYM?
Over the past year JPLD returned +3.90% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JPLD annualized +5.78% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, JPLD or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 1.4% for JPLD. Worst drawdown: JPLD -1.2% vs VYM -58.8%.
Should I hold both JPLD and VYM?
JPLD and VYM have a monthly-return correlation of 0.59, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPLD and VYM?
JPLD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 641 unique securities.
Which pays a higher dividend, JPLD or VYM?
JPLD yields 4.28% while VYM yields 2.24%, so JPLD currently pays the higher dividend yield.
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