JULI vs VYM

JULI vs VYM

Which is better, JULI or VYM?

VYM costs less.

VYM has a lower expense ratio.

Lower Fees: VYM

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

MetricJULIVYM
Expense Ratio0.79%0.04%Best
AUM$6M$81.6B
Dividend Yield0.00%2.24%
Holdings-613
YTD Return+3.24%+14.82%Best
1Y Return-+20.84%
3Y Return (annualized)-+18.64%
5Y Return (annualized)-+12.28%
Fund FamilyAllianzIMVanguard (US)
CategoryAlternativeEquity
Style-Large Cap Value
InceptionJun 30, 2026Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JULI 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

JULI vs VYM Performance

AllianzIM International Equity Buffer15 Uncapped Jul ETF (JULI) is an ETF from AllianzIM and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, JULI is up 3.24% versus a gain of 14.82% for VYM.

Past performance does not guarantee future results.

Fees and Cost Over Time

JULI charges 0.79% per year while VYM charges 0.04%. On a $10,000 position that is $79 vs $4 annually, a gap of $75 per year that compounds over a long holding period. On income, JULI currently yields 0.00% against 2.24% for VYM.

You are not choosing between two funds in isolation.

Whichever of JULI and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JULIVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JULI or VYM?

JULI has an expense ratio of 0.79% while VYM charges 0.04%. VYM is the cheaper option, by $75 a year on a $10,000 investment.

Which pays a higher dividend, JULI or VYM?

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

Is VYM better than JULI?

VYM has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.