JPME vs VYM
JPMorgan Diversified Return US Mid Cap Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, JPME or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JPME led over the full window, VYM over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94. JPME is less concentrated, with 4.9% of the fund in its ten largest positions against 26.1%.
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 | JPME | VYM |
|---|---|---|
| Expense Ratio | 0.24% | 0.04%Best |
| AUM | $475M | $81.6B |
| Dividend Yield | 1.74% | 2.22% |
| Holdings | 353 | 613 |
| YTD Return | +11.05%Best | +10.24% |
| 1Y Return | +14.89%Tie | +14.89%Tie |
| 3Y Return (annualized) | +15.34% | +18.00%Best |
| 5Y Return (annualized) | +8.12% | +11.42%Best |
| Volatility (annualized) | 16.5% | 14.1%Best |
| Max Drawdown | -41.0% | -35.7%Best |
| $10,000 over 5 years | $14,775 | $17,172Best |
| Top 10 Weight | 4.9%Best | 26.1% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | May 11, 2016 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: May 18, 2016 to Sep 25, 2026 (10.4 years).
JPME 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 10.4 years both funds cover.
JPME vs VYM Performance
JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) 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 JPME returned +14.89% while VYM returned +14.89%. Year to date, JPME is up 11.05% versus a gain of 10.24% for VYM.
Over three years, JPME compounded at +15.34% per year against +18.00% for VYM; over five years the annualized figures are +8.12% and +11.42% respectively. Across the full 10-year window we track, JPME has the edge at +10.05% annualized vs +10.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPME has been the more volatile fund, with annualized monthly volatility of 16.5% compared with 14.1% 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 -41.0% for JPME 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JPME 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, JPME currently yields 1.74% against 2.22% for VYM.
Holdings Overlap
51.6% of JPME's money is in holdings VYM also owns. 13.7% of VYM's money is in holdings JPME also owns.
The two portfolios partly overlap.
176 positions in common, counted across the 345 positions we hold weights for in JPME and 557 in VYM, against full books of 353 and 613.
What only one of them owns
Our book lists 354 positions for VYM that do not appear in our book for JPME (83.5% of the fund), and 158 for JPME that do not appear in VYM (45.0%).
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.
Top Shared Holdings
| Stock | Weight in JPME | Weight in VYM | Difference |
|---|---|---|---|
| HPEHewlett Packard Enterprise Co | 0.44% | 0.26% | 0.18% |
| BKRBaker Hughes Co | 0.41% | 0.24% | 0.17% |
| DVNDevon Energy Corporation | 0.43% | 0.21% | 0.22% |
| DINOHF Sinclair Corp | 0.57% | 0.06% | 0.51% |
| GRMNGarminltd. | 0.42% | 0.20% | 0.22% |
| FASTFastenal Co. | 0.39% | 0.22% | 0.17% |
| NUENucor Corp. | 0.38% | 0.23% | 0.15% |
| KMIKinder Morgan Inc./de | 0.36% | 0.25% | 0.11% |
| ETREntergy Corp. | 0.39% | 0.20% | 0.19% |
| CAHCardinal Health Inc. | 0.37% | 0.22% | 0.15% |
51.6% of JPME is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JPME or VYM?
JPME has an expense ratio of 0.24% while VYM charges 0.04%. VYM is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, JPME or VYM?
Over the past year JPME returned +14.89% vs +14.89% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), JPME annualized +10.05% vs +10.01% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JPME or VYM?
JPME has been the more volatile fund at 16.5% annualized versus 14.1% for VYM. Worst drawdown: JPME -41.0% vs VYM -35.7%.
Should I hold both JPME and VYM?
JPME and VYM have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between JPME and VYM?
51.6% of JPME's money is in holdings VYM also owns. 13.7% of VYM's is in holdings JPME also owns. They hold 176 positions in common, counted across the 345 positions we hold weights for in JPME and 557 in VYM.
Which pays a higher dividend, JPME or VYM?
JPME yields 1.74% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JPME?
VYM has a lower expense ratio. JPME led over the full window, VYM over 3Y and 5Y. The two have moved almost in lockstep, correlation 0.94. JPME is less concentrated, with 4.9% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.