JPXN vs VYM
iShares JPX-Nikkei 400 ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. JPXN delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | JPXN | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.04% | |
| AUM | $142M | $81.6B | |
| Dividend Yield | 2.74% | 2.24% | |
| Holdings | 394 | 616 | |
| YTD Return | +16.91% | +14.66% | |
| 1Y Return | +22.91% | +22.16% | |
| 3Y Return (annualized) | +19.93% | +18.72% | |
| 5Y Return (annualized) | +9.88% | +12.18% | |
| Volatility (annualized) | 15.9% | 14.6% | |
| Max Drawdown | -56.5% | -58.8% | |
| Fund Family | iShares by BlackRock (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 23, 2001 | Nov 10, 2006 |
JPXN vs VYM Performance
iShares JPX-Nikkei 400 ETF (JPXN) is a ETF from iShares by BlackRock (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JPXN returned +22.91% while VYM returned +22.16%. Year to date, JPXN is up 16.91% versus a gain of 14.66% for VYM.
Over three years, JPXN compounded at +19.93% per year against +18.72% for VYM; over five years the annualized figures are +9.88% and +12.18% respectively. Across the full 20-year window we track, VYM has the edge at +7.01% annualized vs +4.48%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JPXN has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -56.5% for JPXN 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JPXN charges 0.48% per year while VYM charges 0.04%. On a $10,000 position that is $48 vs $4 annually, a gap of $44 per year that compounds over a long holding period. On income, JPXN currently yields 2.74% against 2.24% for VYM.
Holdings Overlap
JPXN and VYM share 0 holdings out of 993 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, JPXN or VYM?
JPXN has an expense ratio of 0.48% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, JPXN or VYM?
Over the past year JPXN returned +22.91% vs +22.16% for VYM, so JPXN leads on 1-year performance. Over the longest common window we track (20 years), JPXN annualized +4.48% vs +7.01% for VYM. Past performance does not guarantee future results.
Which is riskier, JPXN or VYM?
JPXN has been the more volatile fund at 15.9% annualized versus 14.6% for VYM. Worst drawdown: JPXN -56.5% vs VYM -58.8%.
Should I hold both JPXN and VYM?
JPXN and VYM have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JPXN and VYM?
JPXN and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 993 unique securities.
Which pays a higher dividend, JPXN or VYM?
JPXN yields 2.74% while VYM yields 2.24%, so JPXN currently pays the higher dividend yield.
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