JPRF vs VYM
JPMorgan Preferred and Income Securities 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 | JPRF | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.55% | 0.04% | |
| AUM | $2.3B | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 136 | 616 | |
| YTD Return | -0.29% | +16.42% | |
| 1Y Return | - | +24.22% | |
| 3Y Return (annualized) | - | +19.03% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.0% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jul 10, 2026 | Nov 10, 2006 |
JPRF vs VYM Performance
JPMorgan Preferred and Income Securities ETF (JPRF) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, JPRF is down 0.29% versus a gain of 16.42% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.0% for JPRF and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
JPRF charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, JPRF currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
JPRF and VYM share 4 holdings out of 735 unique holdings combined, representing a 0.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPRF or VYM?
JPRF has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
What is the holdings overlap between JPRF and VYM?
JPRF and VYM share 4 common holdings with a 0.9% weight overlap. Combined, they hold 735 unique securities.
Which pays a higher dividend, JPRF or VYM?
JPRF yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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