JPMO vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricJPMOVYMWinner
Expense Ratio1.19%0.04%
AUM$57M$79.0B
Dividend Yield33.55%2.86%
Holdings17568
YTD Return-+16.53%
1Y Return-+25.03%
3Y Return (annualized)-+18.54%
5Y Return (annualized)-+12.25%
Volatility (annualized)-14.6%
Max Drawdown--58.8%
Fund FamilyYieldMax ETFVanguard (US)
CategoryAlternativeEquity
InceptionSep 11, 2023Nov 10, 2006

JPMO vs VYM Performance

YieldMax JPM Option Income Strategy ETF (JPMO) is a ETF from YieldMax ETF and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US).

Fees and Cost Over Time

JPMO charges 1.19% per year while VYM charges 0.04%. On a $10,000 position that is $119 vs $4 annually, a gap of $115 per year that compounds over a long holding period. On income, JPMO currently yields 33.55% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

JPMO and VYM share 0 holdings out of 563 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, JPMO or VYM?

JPMO has an expense ratio of 1.19% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $115 per year of difference.

What is the holdings overlap between JPMO and VYM?

JPMO and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, JPMO or VYM?

JPMO yields 33.55% while VYM yields 2.86%, so JPMO currently pays the higher dividend yield.

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