JTA vs VYM

JTA vs VYM

Which is better, JTA or VYM?

We do not have enough on JTA 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

MetricJTAVYM
Expense Ratio-0.04%
AUM-$81.6B
Dividend Yield-2.22%
Holdings-613
YTD Price Return-+12.39%
1Y Price Return-+16.52%
3Y Price Return (annualized)-+14.97%
5Y Price Return (annualized)-+8.95%
Volatility (annualized)-14.6%
Max Drawdown--58.8%
Fund FamilyNuveen Tax-Advantaged Total Return Strategy 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 JTA. We have no price series for JTA, so there is nothing to compare it against.

JTA vs VYM Performance

Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) is an ETF from Nuveen Tax-Advantaged Total Return Strategy 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 JTA and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JTAVYM

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Frequently Asked Questions

Is VYM better than JTA?

We hold very little data on JTA 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.