JQUA vs VYM
JPMorgan US Quality Factor ETF vs Vanguard High Dividend Yield ETF
Which is better, JQUA or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. JQUA led over 1Y, 3Y, 5Y and the full window. JQUA is less concentrated, with 18.6% of the fund in its ten largest positions against 26.1%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JQUA | VYM |
|---|---|---|
| Expense Ratio | 0.12% | 0.04%Best |
| AUM | $8.7B | $81.6B |
| Dividend Yield | 1.04% | 2.22% |
| Holdings | 313 | 613 |
| YTD Return | +18.38%Best | +10.24% |
| 1Y Return | +20.43%Best | +14.89% |
| 3Y Return (annualized) | +21.34%Best | +18.00% |
| 5Y Return (annualized) | +13.44%Best | +11.42% |
| Volatility (annualized) | 15.3% | 15.1%Best |
| Max Drawdown | -32.9%Best | -35.7% |
| $10,000 over 5 years | $18,786Best | $17,172 |
| Top 10 Weight | 18.6%Best | 26.1% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Nov 8, 2017 | Nov 10, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Nov 9, 2017 to Sep 25, 2026 (8.9 years).
JQUA vs VYM growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.9 years both funds cover.
JQUA vs VYM Performance
JPMorgan US Quality Factor ETF (JQUA) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JQUA returned +20.43% while VYM returned +14.89%. Year to date, JQUA is up 18.38% versus a gain of 10.24% for VYM.
Over three years, JQUA compounded at +21.34% per year against +18.00% for VYM; over five years the annualized figures are +13.44% and +11.42% respectively. Across the full 9-year window we track, JQUA has the edge at +14.05% annualized vs +9.50%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JQUA has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 15.1% 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 1.04% against 2.22% for VYM.
Holdings Overlap
35.3% of JQUA's money is in holdings VYM also owns. 45.2% of VYM's money is in holdings JQUA also owns.
The two portfolios partly overlap.
110 positions in common, counted across the 303 positions we hold weights for in JQUA and 557 in VYM, against full books of 313 and 613.
What only one of them owns
Our book lists 418 positions for VYM that do not appear in our book for JQUA (51.9% of the fund), and 180 for JQUA that do not appear in VYM (62.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JQUA | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 1.84% | 7.35% | 5.51% |
| XOMExxon Mobil Corp. | 1.73% | 2.63% | 0.90% |
| JNJJohnson & Johnson - Common | 1.64% | 2.51% | 0.87% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.24% | 1.86% | 0.62% |
| ABBVAbbvie Inc. | 1.23% | 1.80% | 0.57% |
| MRKMerck & Company Inc | 1.13% | 1.31% | 0.18% |
| PGProcter & Gamble Company | 0.97% | 1.37% | 0.40% |
| HDHome Depot Inc/The | 0.93% | 1.34% | 0.41% |
| CVXChevron Corp | 0.70% | 1.48% | 0.78% |
| TXNTexas Instrument Inc | 0.71% | 1.02% | 0.31% |
45.2% of VYM is already inside JQUA.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $8 a year on a $10,000 investment.
Which performed better, JQUA or VYM?
Over the past year JQUA returned +20.43% vs +14.89% for VYM, so JQUA leads on 1-year performance. Over the longest common window we track (9 years), JQUA annualized +14.05% vs +9.50% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JQUA or VYM?
JQUA has been the more volatile fund at 15.3% annualized versus 15.1% for VYM. Worst drawdown: JQUA -32.9% vs VYM -35.7%.
Should I hold both JQUA and VYM?
JQUA and VYM have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JQUA and VYM?
45.2% of VYM's money is in holdings JQUA also owns. 45.2% of VYM's is in holdings JQUA also owns. They hold 110 positions in common, counted across the 303 positions we hold weights for in JQUA and 557 in VYM.
Which pays a higher dividend, JQUA or VYM?
JQUA yields 1.04% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JQUA?
VYM has a lower expense ratio. JQUA led over 1Y, 3Y, 5Y and the full window. JQUA is less concentrated, with 18.6% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.