JRE vs VYM
Janus Henderson US Real Estate 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 | JRE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $4M | $81.6B | |
| Dividend Yield | 4.65% | 2.24% | |
| Holdings | 25 | 616 | |
| YTD Return | +20.13% | +16.42% | |
| 1Y Return | +23.54% | +24.22% | |
| 3Y Return (annualized) | +11.02% | +19.03% | |
| 5Y Return (annualized) | +3.94% | +12.21% | |
| Volatility (annualized) | 18.5% | 14.6% | |
| Max Drawdown | -31.7% | -58.8% | |
| Fund Family | Janus Henderson Investors | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2021 | Nov 10, 2006 |
JRE vs VYM Performance
Janus Henderson US Real Estate ETF (JRE) is a ETF from Janus Henderson Investors and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JRE returned +23.54% while VYM returned +24.22%. Year to date, JRE is up 20.13% versus a gain of 16.42% for VYM.
Over three years, JRE compounded at +11.02% per year against +19.03% for VYM; over five years the annualized figures are +3.94% and +12.21% respectively. Across the full 5-year window we track, VYM has the edge at +7.10% annualized vs +5.11%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRE has been the more volatile fund, with annualized monthly volatility of 18.5% 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 -31.7% for JRE 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JRE charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, JRE currently yields 4.65% against 2.24% for VYM.
Holdings Overlap
JRE and VYM share 0 holdings out of 627 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, JRE or VYM?
JRE has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, JRE or VYM?
Over the past year JRE returned +23.54% vs +24.22% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (5 years), JRE annualized +5.11% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, JRE or VYM?
JRE has been the more volatile fund at 18.5% annualized versus 14.6% for VYM. Worst drawdown: JRE -31.7% vs VYM -58.8%.
Should I hold both JRE and VYM?
JRE and VYM have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JRE and VYM?
JRE and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 627 unique securities.
Which pays a higher dividend, JRE or VYM?
JRE yields 4.65% while VYM yields 2.24%, so JRE currently pays the higher dividend yield.
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