JQUA vs VYM
JPMorgan US Quality Factor 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 | JQUA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.04% | |
| AUM | $8.2B | $79.0B | |
| Dividend Yield | 1.19% | 2.86% | |
| Holdings | 295 | 568 | |
| YTD Return | +19.05% | +16.53% | |
| 1Y Return | +23.37% | +25.03% | |
| 3Y Return (annualized) | +20.07% | +18.54% | |
| 5Y Return (annualized) | +13.45% | +12.25% | |
| Volatility (annualized) | 15.4% | 14.6% | |
| Max Drawdown | -32.9% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 8, 2017 | Nov 10, 2006 |
JQUA vs VYM Performance
JPMorgan US Quality Factor ETF (JQUA) 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 JQUA returned +23.37% while VYM returned +25.03%. Year to date, JQUA is up 19.05% versus a gain of 16.53% for VYM.
Over three years, JQUA compounded at +20.07% per year against +18.54% for VYM; over five years the annualized figures are +13.45% and +12.25% respectively. Across the full 9-year window we track, JQUA has the edge at +14.33% annualized vs +7.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JQUA has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -32.9% for JQUA 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JQUA charges 0.12% per year while VYM charges 0.04%. On a $10,000 position that is $12 vs $4 annually, a gap of $8 per year that compounds over a long holding period. On income, JQUA currently yields 1.19% against 2.86% for VYM.
Holdings Overlap
JQUA and VYM share 90 holdings out of 754 unique holdings combined, representing a 28.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JQUA or VYM?
JQUA has an expense ratio of 0.12% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $8 per year of difference.
Which performed better, JQUA or VYM?
Over the past year JQUA returned +23.37% vs +25.03% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (9 years), JQUA annualized +14.33% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, JQUA or VYM?
JQUA has been the more volatile fund at 15.4% annualized versus 14.6% for VYM. Worst drawdown: JQUA -32.9% vs VYM -58.8%.
Should I hold both JQUA and VYM?
JQUA and VYM have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JQUA and VYM?
JQUA and VYM share 90 common holdings with a 28.6% weight overlap. Combined, they hold 754 unique securities.
Which pays a higher dividend, JQUA or VYM?
JQUA yields 1.19% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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