JPMB vs VYM
JPMorgan USD Emerging Markets Sovereign Bond ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | JPMB | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.39% | 0.04% | |
| AUM | $67M | $79.0B | |
| Dividend Yield | 6.79% | 2.86% | |
| Holdings | 205 | 568 | |
| YTD Return | +1.07% | +16.10% | |
| 1Y Return | +6.16% | +25.99% | |
| 3Y Return (annualized) | +7.33% | +18.29% | |
| 5Y Return (annualized) | +1.25% | +12.35% | |
| Volatility (annualized) | 10.1% | 14.6% | |
| Max Drawdown | -27.6% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jan 29, 2018 | Nov 10, 2006 |
JPMB vs VYM Performance
JPMorgan USD Emerging Markets Sovereign Bond ETF (JPMB) 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 JPMB returned +6.16% while VYM returned +25.99%. Year to date, JPMB is up 1.07% versus a gain of 16.10% for VYM.
Over three years, JPMB compounded at +7.33% per year against +18.29% for VYM; over five years the annualized figures are +1.25% and +12.35% respectively. Across the full 9-year window we track, VYM has the edge at +7.08% annualized vs +0.85%. 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 10.1% for JPMB. 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 -27.6% for JPMB 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JPMB charges 0.39% per year while VYM charges 0.04%. On a $10,000 position that is $39 vs $4 annually, a gap of $35 per year that compounds over a long holding period. On income, JPMB currently yields 6.79% against 2.86% for VYM.
Holdings Overlap
JPMB and VYM share 0 holdings out of 637 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, JPMB or VYM?
JPMB has an expense ratio of 0.39% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, JPMB or VYM?
Over the past year JPMB returned +6.16% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), JPMB annualized +0.85% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, JPMB or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.1% for JPMB. Worst drawdown: JPMB -27.6% vs VYM -58.8%.
Should I hold both JPMB and VYM?
JPMB and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPMB and VYM?
JPMB and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 637 unique securities.
Which pays a higher dividend, JPMB or VYM?
JPMB yields 6.79% while VYM yields 2.86%, so JPMB currently pays the higher dividend yield.
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