JSTC vs VYM
Adasina Social Justice All Cap Global ETF vs Vanguard High Dividend Yield ETF
Which is better, JSTC or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window.
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 | JSTC | VYM |
|---|---|---|
| Expense Ratio | 0.89% | 0.04%Best |
| AUM | $297M | $83.1B |
| Dividend Yield | 1.20% | 2.22% |
| Holdings | 615 | 608 |
| YTD Return | +10.54%Best | +9.22% |
| 1Y Return | +11.70% | +12.81%Best |
| 3Y Return (annualized) | +15.00% | +18.21%Best |
| 5Y Return (annualized) | +6.45% | +11.39%Best |
| Volatility (annualized) | 14.1% | 13.4%Best |
| Max Drawdown | -26.8% | -15.8%Best |
| $10,000 over 5 years | $13,669 | $17,149Best |
| Fund Family | Adasina ETF Social Capital | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Dec 8, 2020 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 10, 2020 to Oct 1, 2026 (5.8 years).
JSTC 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 5.8 years both funds cover.
JSTC vs VYM Performance
Adasina Social Justice All Cap Global ETF (JSTC) is an ETF from Adasina ETF Social Capital and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year JSTC returned +11.70% while VYM returned +12.81%. Year to date, JSTC is up 10.54% versus a gain of 9.22% for VYM.
Over three years, JSTC compounded at +15.00% per year against +18.21% for VYM; over five years the annualized figures are +6.45% and +11.39% respectively. Across the full 6-year window we track, VYM has the edge at +12.63% annualized vs +8.16%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JSTC has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.4% 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 -26.8% for JSTC and -15.8% 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 0.86. 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 1.20% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 1 holding in JSTC and 557 in VYM, totalling 0.4% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in JSTC and 557 in VYM, against full books of 615 and 608.
You are not choosing between two funds in isolation.
Whichever of JSTC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $85 a year on a $10,000 investment.
Which performed better, JSTC or VYM?
Over the past year JSTC returned +11.70% vs +12.81% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (6 years), JSTC annualized +8.16% vs +12.63% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JSTC or VYM?
JSTC has been the more volatile fund at 14.1% annualized versus 13.4% for VYM. Worst drawdown: JSTC -26.8% vs VYM -15.8%.
Should I hold both JSTC and VYM?
JSTC and VYM have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, JSTC or VYM?
JSTC yields 1.20% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than JSTC?
VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.