JUNW vs VYM
AllianzIM US Equity Buffer20 Jun 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 558 holdings.
Side-by-Side Comparison
| Metric | JUNW | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.74% | 0.04% | |
| AUM | $370M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 5 | 568 | |
| YTD Return | +4.66% | +15.80% | |
| 1Y Return | +8.62% | +26.12% | |
| 3Y Return (annualized) | +10.50% | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 5.0% | 14.6% | |
| Max Drawdown | -8.6% | -58.8% | |
| Fund Family | AllianzIM | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | May 31, 2023 | Nov 10, 2006 |
JUNW vs VYM Performance
AllianzIM US Equity Buffer20 Jun ETF (JUNW) is a ETF from AllianzIM and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year JUNW returned +8.62% while VYM returned +26.12%. Year to date, JUNW is up 4.66% versus a gain of 15.80% for VYM.
Over three years, JUNW compounded at +10.50% per year against +18.25% for VYM. Across the full 3-year window we track, JUNW has the edge at +10.82% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 5.0% for JUNW. 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 -8.6% for JUNW 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
JUNW charges 0.74% per year while VYM charges 0.04%. On a $10,000 position that is $74 vs $4 annually, a gap of $70 per year that compounds over a long holding period. On income, JUNW currently yields 0.00% against 2.86% for VYM.
Frequently Asked Questions
Which is cheaper, JUNW or VYM?
JUNW has an expense ratio of 0.74% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
Which performed better, JUNW or VYM?
Over the past year JUNW returned +8.62% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), JUNW annualized +10.82% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, JUNW or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 5.0% for JUNW. Worst drawdown: JUNW -8.6% vs VYM -58.8%.
Should I hold both JUNW and VYM?
JUNW and VYM have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, JUNW or VYM?
JUNW yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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