JULB vs VYM

JULB vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricJULBVYMWinner
Expense Ratio0.25%0.04%
AUM$47M$81.6B
Dividend Yield0.00%2.24%
Holdings5613
YTD Return+9.21%+14.18%
1Y Return+12.07%+20.67%
3Y Return (annualized)-+18.47%
5Y Return (annualized)-+12.01%
Volatility (annualized)-14.5%
Max Drawdown-5.2%-58.8%
Fund FamilyAptus ETFsVanguard (US)
CategoryAlternativeEquity
InceptionOct 13, 2025Nov 10, 2006

JULB vs VYM Performance

Aptus July Buffer ETF (JULB) is a ETF from Aptus ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JULB returned +12.07% while VYM returned +20.67%. Year to date, JULB is up 9.21% versus a gain of 14.18% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.2% for JULB and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

JULB charges 0.25% per year while VYM charges 0.04%. On a $10,000 position that is $25 vs $4 annually, a gap of $21 per year that compounds over a long holding period. On income, JULB currently yields 0.00% against 2.24% for VYM.

Frequently Asked Questions

Which is cheaper, JULB or VYM?

JULB has an expense ratio of 0.25% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, JULB or VYM?

Over the past year JULB returned +12.07% vs +20.67% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results.

Which pays a higher dividend, JULB or VYM?

JULB yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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