JSTC vs VYM

JSTC vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. JSTC offers more diversification with 631 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: JSTC

Side-by-Side Comparison

MetricJSTCVYMWinner
Expense Ratio0.89%0.04%
AUM$308M$81.6B
Dividend Yield1.22%2.24%
Holdings631616
YTD Return+13.10%+15.60%
1Y Return+15.66%+23.48%
3Y Return (annualized)+14.92%+19.07%
5Y Return (annualized)+6.87%+12.50%
Volatility (annualized)14.2%14.6%
Max Drawdown-26.8%-58.8%
Fund FamilyAdasina ETF Social CapitalVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2020Nov 10, 2006

JSTC vs VYM Performance

Adasina Social Justice All Cap Global ETF (JSTC) is a ETF from Adasina ETF Social Capital and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JSTC returned +15.66% while VYM returned +23.48%. Year to date, JSTC is up 13.10% versus a gain of 15.60% for VYM.

Over three years, JSTC compounded at +14.92% per year against +19.07% for VYM; over five years the annualized figures are +6.87% and +12.50% respectively. Across the full 6-year window we track, JSTC has the edge at +8.77% annualized vs +7.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.2% for JSTC. 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 -26.8% for JSTC 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

JSTC charges 0.89% per year while VYM charges 0.04%. On a $10,000 position that is $89 vs $4 annually, a gap of $85 per year that compounds over a long holding period. On income, JSTC currently yields 1.22% against 2.24% for VYM.

Holdings Overlap

6.8%overlap

JSTC and VYM share 69 holdings out of 1117 unique holdings combined, representing a 6.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in JSTCWeight in VYMDifference
ABBV1.19%1.85%0.66%
CMI1.08%0.41%0.67%
GILD0.67%0.65%0.02%
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Frequently Asked Questions

Which is cheaper, JSTC or VYM?

JSTC has an expense ratio of 0.89% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $85 per year of difference.

Which performed better, JSTC or VYM?

Over the past year JSTC returned +15.66% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), JSTC annualized +8.77% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, JSTC or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 14.2% for JSTC. Worst drawdown: JSTC -26.8% vs VYM -58.8%.

Should I hold both JSTC and VYM?

JSTC and VYM have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between JSTC and VYM?

JSTC and VYM share 69 common holdings with a 6.8% weight overlap. Combined, they hold 1117 unique securities.

Which pays a higher dividend, JSTC or VYM?

JSTC yields 1.22% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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