JPME vs VYM
JPMorgan Diversified Return US Mid Cap Equity 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 616 holdings.
Side-by-Side Comparison
| Metric | JPME | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.04% | |
| AUM | $479M | $81.6B | |
| Dividend Yield | 1.74% | 2.24% | |
| Holdings | 357 | 616 | |
| YTD Return | +17.57% | +15.42% | |
| 1Y Return | +20.93% | +22.36% | |
| 3Y Return (annualized) | +16.09% | +19.06% | |
| 5Y Return (annualized) | +9.31% | +12.20% | |
| Volatility (annualized) | 16.5% | 14.6% | |
| Max Drawdown | -41.0% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 11, 2016 | Nov 10, 2006 |
JPME vs VYM Performance
JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) 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 JPME returned +20.93% while VYM returned +22.36%. Year to date, JPME is up 17.57% versus a gain of 15.42% for VYM.
Over three years, JPME compounded at +16.09% per year against +19.06% for VYM; over five years the annualized figures are +9.31% and +12.20% respectively. Across the full 10-year window we track, JPME has the edge at +10.75% annualized vs +7.04%. 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 14.6% 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 -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 0.94. 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 2.24% for VYM.
Holdings Overlap
JPME and VYM share 177 holdings out of 774 unique holdings combined, representing a 13.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $20 per year of difference.
Which performed better, JPME or VYM?
Over the past year JPME returned +20.93% vs +22.36% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), JPME annualized +10.75% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, JPME or VYM?
JPME has been the more volatile fund at 16.5% annualized versus 14.6% for VYM. Worst drawdown: JPME -41.0% vs VYM -58.8%.
Should I hold both JPME and VYM?
JPME and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between JPME and VYM?
JPME and VYM share 177 common holdings with a 13.3% weight overlap. Combined, they hold 774 unique securities.
Which pays a higher dividend, JPME or VYM?
JPME yields 1.74% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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