JRO vs VYM

JRO vs VYM

Which is better, JRO or VYM?

We do not have enough on JRO and VYM to separate them.

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

MetricJROVYM
Expense Ratio-0.04%
AUM-$81.6B
Dividend Yield-2.24%
Holdings-613
YTD Price Return-+13.45%
1Y Price Return-+17.91%
3Y Price Return (annualized)-+15.38%
5Y Price Return (annualized)-+9.05%
Volatility (annualized)-14.6%
Max Drawdown--58.8%
Fund FamilyNuveen Floating Rate Income Opportunity FundVanguard (US)
Category-Equity
Style-Large Cap Value
Inception-Nov 10, 2006

Not shown on this pair: $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JRO. We have no price series for JRO, so there is nothing to compare it against.

JRO vs VYM Performance

Nuveen Floating Rate Income Opportunity Fund (JRO) is an ETF from Nuveen Floating Rate Income Opportunity Fund and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US).

You are not choosing between two funds in isolation.

Whichever of JRO and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JROVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Is VYM better than JRO?

We hold very little data on JRO and VYM, so there is not enough here to separate them. Which one suits a particular account depends on what it is for. This is information, not a recommendation.