JTEK vs VYM
JPMorgan US Tech Leaders 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 613 holdings.
Side-by-Side Comparison
| Metric | JTEK | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.04% | |
| AUM | $4.5B | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 66 | 613 | |
| YTD Return | +11.90% | +14.57% | |
| 1Y Return | +20.00% | +21.08% | |
| 3Y Return (annualized) | +26.51% | +18.16% | |
| 5Y Return (annualized) | - | +12.00% | |
| Volatility (annualized) | 26.6% | 14.6% | |
| Max Drawdown | -30.6% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 4, 2023 | Nov 10, 2006 |
JTEK vs VYM Performance
JPMorgan US Tech Leaders ETF (JTEK) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JTEK returned +20.00% while VYM returned +21.08%. Year to date, JTEK is up 11.90% versus a gain of 14.57% for VYM.
Over three years, JTEK compounded at +26.51% per year against +18.16% for VYM. Across the full 3-year window we track, JTEK has the edge at +26.51% annualized vs +6.99%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JTEK has been the more volatile fund, with annualized monthly volatility of 26.6% 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 -30.6% for JTEK 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JTEK 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, JTEK currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
JTEK and VYM share 6 holdings out of 662 unique holdings combined, representing a 7.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, JTEK or VYM?
JTEK 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, JTEK or VYM?
Over the past year JTEK returned +20.00% vs +21.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JTEK annualized +26.51% vs +6.99% for VYM. Past performance does not guarantee future results.
Which is riskier, JTEK or VYM?
JTEK has been the more volatile fund at 26.6% annualized versus 14.6% for VYM. Worst drawdown: JTEK -30.6% vs VYM -58.8%.
Should I hold both JTEK and VYM?
JTEK and VYM have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JTEK and VYM?
JTEK and VYM share 6 common holdings with a 7.4% weight overlap. Combined, they hold 662 unique securities.
Which pays a higher dividend, JTEK or VYM?
JTEK yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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