JPUS vs VYM
JPMorgan Diversified Return US 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 558 holdings.
Side-by-Side Comparison
| Metric | JPUS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.04% | |
| AUM | $459M | $79.0B | |
| Dividend Yield | 2.25% | 2.86% | |
| Holdings | 377 | 568 | |
| YTD Return | +16.44% | +15.80% | |
| 1Y Return | +23.82% | +26.12% | |
| 3Y Return (annualized) | +15.66% | +18.25% | |
| 5Y Return (annualized) | +10.26% | +12.51% | |
| Volatility (annualized) | 15.1% | 14.6% | |
| Max Drawdown | -38.7% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 29, 2015 | Nov 10, 2006 |
JPUS vs VYM Performance
JPMorgan Diversified Return US Equity ETF (JPUS) 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 JPUS returned +23.82% while VYM returned +26.12%. Year to date, JPUS is up 16.44% versus a gain of 15.80% for VYM.
Over three years, JPUS compounded at +15.66% per year against +18.25% for VYM; over five years the annualized figures are +10.26% and +12.51% respectively. Across the full 11-year window we track, JPUS has the edge at +11.33% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -38.7% for JPUS 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JPUS charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, JPUS currently yields 2.25% against 2.86% for VYM.
Holdings Overlap
JPUS and VYM share 195 holdings out of 734 unique holdings combined, representing a 28.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JPUS or VYM?
JPUS has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.
Which performed better, JPUS or VYM?
Over the past year JPUS returned +23.82% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (11 years), JPUS annualized +11.33% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, JPUS or VYM?
JPUS has been the more volatile fund at 15.1% annualized versus 14.6% for VYM. Worst drawdown: JPUS -38.7% vs VYM -58.8%.
Should I hold both JPUS and VYM?
JPUS and VYM have a monthly-return correlation of 0.96, 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 JPUS and VYM?
JPUS and VYM share 195 common holdings with a 28.4% weight overlap. Combined, they hold 734 unique securities.
Which pays a higher dividend, JPUS or VYM?
JPUS yields 2.25% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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